![PSG Wealth Distribution](https://media.trabajo.org/img/noimg.jpg)
Wealth Investment Administrator
3 weeks ago
**Responsibilities**:
- Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required.
- Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
- Work closely with Wealth Manager
- Provide ongoing feedback to clients.
- Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
- Ensure all electronic documents are loaded on the internal system.
- Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
- Deal with script transfers, personal share portfolios and load fees on IRESS system
- We welcome innovative and creative thinking.
Compliance to Internal Processes:
- Deliver service and commitments to clients thus building and maintaining a trust relationship with clients.
- Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc.
**Minimum requirements**:
- Post Graduate Diploma in Financial Planning or Bcom qualification.
- 3 years relevant work experience in Financial Services industry
- RE5 qualification will be a requirement
- Proficient in both spoken and written English
- Computer literacy (MS Office)
**Competencies required**:
- Analytical skills
- Team player
- Planning and Organising skills
- Prioritization
- Problem-solving skills
- Time management / Deadline driven
Ability to commute/relocate:
- Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- Financial Services: 3 years (required)
Application Deadline: 2023/02/23
-
Wealth Investment Administrator
1 week ago
Pretoria, Gauteng, South Africa PSG Wealth Distribution Full timeResponsibilities: Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. Work closely with Wealth Manager Provide ongoing feedback to clients. Assist clients with completing forms, check...
-
Portfolio Administrator
1 month ago
Pretoria, South Africa Pillango Placements Full timeJoin an award-winning financial practice in Pretoria East, renowned for its excellence in wealth management and investments. The practice have received numerous accolades over their years and one of the directors has been celebrated as one of the best financial planners in South Africa and is a prominent speaker and author on retirement and investments.As a...
-
Investment Administrator
2 months 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...
-
Investment Administrator
2 months 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...
-
Investment Administrator
2 weeks ago
Pretoria, South Africa KM CONSULTING Full time_**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...
-
Investment Administrator
5 days 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...
-
Investment Administrator
2 months 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...
-
Investment Administrator
7 days 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...
-
Wealth Assistant
1 week ago
Pretoria, South Africa RPO Recruitment Full timeRPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...
-
Investment Administrator
1 week ago
Pretoria, Gauteng, 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 etcRELEVANT Financial qualifications...
-
Investment Administrator
1 week ago
Pretoria, Gauteng, 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 etcRELEVANT Financial qualifications requiredEXCELLENT...
-
Wealth Assistant
1 week ago
Pretoria, Gauteng, South Africa RPO Recruitment Full timeRPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals.The main objective of this role is to assist the Wealth Planners...
-
Investment Administrator
1 week ago
Pretoria, Gauteng, 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 etcRELEVANT Financial qualifications advantageEXCELLENT career...
-
Wealth Manager
3 days ago
Pretoria, South Africa Momentum Consult Full time**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Involve assessing...
-
Investment Administrator
1 week 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...
-
Wealth Manager
1 week ago
Pretoria, Gauteng, South Africa Momentum Consult Full timeIntroduction Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Role Purpose Involve assessing clients'...
-
Wealth Management Specialist
7 days ago
Pretoria, South Africa Momentum Life Full time**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - The purpose of the...
-
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...
-
Investment Administrator
1 week 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...
-
Wealth Adviser Assistant
3 weeks ago
Pretoria, South Africa PSG Konsult Full time**Job description**: **Responsibilities**: - Gather client policy and investment information - Compile logical summaries of information - Research product information - Assist with preparation of client proposals - Load new/existing business policies - Handle and solve client enquiries - Diary management for new and existing business cases - Diary...