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Investment Administrator
3 weeks ago
_**INVESTMENT ADMINISTRATOR, R25-30k, PTA-EAST**_
Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry:
Act as Financial assistant to assist clients on their financial portfolios regarding investments & shares etc
RELEVANT Financial qualifications advantage
EXCELLENT career opportunity
Fully Bilingual - AFR (A must) & ENG
- New business administration;
- Managing client shares advantage
- Loading of new business;
- Handling of client queries;
- Client file maintenance (Computerized database and paper file systems);
- Client summaries and reports -ad hoc and/ or quarterly;
- Attending to all relevant compliance issues in terms of legislation;
- General assistance to management;
- Typing correspondence;
- Scheduling meetings and appointments when requested;
- Diary management when requested;
- Liaising with service / product providers on administrative issues.
- The above list is not be construed as conclusive and you may be required to perform other duties in the course of business that may reasonably be required by management.
**Salary**: R25,000.00 - R30,000.00 per month
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Investment Administrator
2 weeks ago
Pretoria, South Africa People Dimension Full time**Introduction** A leading Financial Services company based in Irene, Pretoria in looking for an experienced Investment Administrator to join their dynamic team. **Duties & Responsibilities** - Preparing all documentation for Investment related instructions - Implementation of all investment related instructions - Assist with all servicing on investments -...
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Investment Administrator
2 weeks ago
Pretoria, South Africa KM CONSULTING Full time_**INVESTMENT ADMINISTRATOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...
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Investment Administrator
2 weeks ago
Pretoria, South Africa KM CONSULTING Full time_**INVESTMENT ADMINISTRATOR, R25-**_**27**_**k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...
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Investment Administrator
3 weeks ago
Pretoria, South Africa KM CONSULTING Full time**_INVESTMENT ADMINISTRATOR, R25-R30k, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Fully Bilingual - AFR (A must) & ENG - New business administration; - Loading of new business; - Handling of client queries; - Client file maintenance...
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Investment Administrator
1 week ago
Pretoria, South Africa KM CONSULTING Full time**_INVESTMENT ADMINISTRATOR, R25-R30k, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: EXCELLENT career opportunity! Fully Bilingual - AFR (A must) & ENG - New business administration; - Managing client shares advantage - Loading of new business; -...
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Senior Investment Administrator
3 weeks ago
Pretoria, South Africa PSG Konsult Full timeThe Senior Investment Administrator is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the practice service model and procedures. The role needs excellent client...
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Investment Administrator
3 weeks ago
Pretoria, South Africa KM CONSULTING Full time_**INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial...
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Investment Administrator
4 weeks ago
Pretoria, South Africa KM CONSULTING Full time_**INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial...
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Senior Investment Administrator
4 weeks ago
Pretoria, South Africa People Dimension Full timeIntroduction A leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team. Duties & Responsibilities Accurate, timeous and efficient implementation of the wealth management function as instructed by...
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Senior Investment Administrator
4 weeks ago
Pretoria, South Africa People Dimension Full timeIntroductionA leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesAccurate, timeous and efficient implementation of the wealth management function as instructed by relevant...
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Investment Administrator
3 weeks ago
Pretoria, South Africa People Dimension Full time**Introduction** A well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team. **Duties & Responsibilities** - Loading of new business; - Handling of client queries; - Client file maintenance (Computerized database and paper file systems); - Client summaries and reports -ad...
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Administrative Assistant
2 days ago
Pretoria, Gauteng, South Africa Spinnaker Software Full timeThis Administrative Assistant position is an exciting opportunity to join RBC Dominion Securities' team and contribute to delivering exceptional client service. As a key member of the Investment Advisor teams and branch support, you will provide administrative support, deepen relationships with existing clients, and identify opportunities to contact...
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Quantitative Investment Analyst
2 weeks ago
Pretoria, South Africa Six Sense Full timeGauteng, Tshwane (Pretoria) Annually Cost To Company (Market related) To enhance the GEPF’s investment monitoring processes and analyze investment performance. This includes attribution analysis, investment reporting, investment administration, quantitative modelling, and performance database management. **Qualification and experience**: **Education**: -...
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Specilaist: Investment Analyst
3 weeks ago
Pretoria, South Africa The Hiring House Full timeThe purpose of the role entails: - Conduct research and perform analysis (TCF) - Compile Reports - Compare and monitor the actual investments against the investment policy, manager mandates, the asset-liability model and statutory asset spreading requirements. - Provide information for Financial and Statutory reports - Prepare Tax Calculations - Perform...
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Pretoria, South Africa Momentum Metropolitan Holdings Full time-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...
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Quantitative Investment Analyst
4 weeks ago
Pretoria, South Africa Six Sense Full timeGauteng, Tshwane (Pretoria) To enhance the GEPF’s investment monitoring processes and analyse investment performance. This includes attribution analysis, investment reporting, investment administration, quantitative modelling, and performance database management. **Qualification and experience**: **Education**: - A relevant Bachelor’s Degree in...
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Senior Analyst
4 weeks ago
Pretoria, South Africa Financial Sector Conduct Authority Full time**Purpose of the Job**: To assist in the management and supervision of the activities of the Alternative Investment industry and to monitor Alternative Investment compliance with the provisions of the applicable Alternative Investment legislation within the framework of the objectives of the department. The person appointed to this position will report to...
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Investment Analysts
3 weeks ago
Pretoria, South Africa Isilumko Staffing Full timeAre you ready to join a new, stable and forever moving company? Our client is within long term insurance industry and looking for an experienced **Investment Analysts** with long term insurance experience in Pretoria Menlyn **Description** - **Conduct research and perform analysis (TCF)** Oversee research into different areas of investment...
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Investment Distribution Support Administrator
4 weeks ago
Pretoria, South Africa Momentum Distribution Services Full time**Introduction** - Momentum, a financial services provider since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.**Role Purpose** - The...
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Investment Distribution Support Manager
3 weeks ago
Pretoria, South Africa Momentum Distribution Services Full time**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...