Investment Administrator
5 days ago
**Duties and Responsibilities**:
- Accurate and efficient administration of individual products
- Assist investors with administrative and technical queries regarding processes pertaining to the individual products
- Follow up with clients as and when required
- Ensure expert product knowledge is maintained
- Provide clients with consistent quality service and ensure that all stakeholders’ interests are protected
- Assist in identifying and enhancing administration processes of individual products
- Monitoring and resolving accounting anomalies
- Self-manage workflow to ensure service levels are achieved
- Assist with any other areas within the team, when required
**Competencies**:
- Strong administration and accounting
- Ability to work independently and as well as part of a team
- Professional and confident communication skills, both verbal and written
- Attention to detail
- Excellent data management skills
- Pragmatic problem-solver, ability to think on your feet
Highly self-motivated, focused and proactive
- Respect for the confidentiality of clients’ affairs
- A passion for excellence - customer obsessed
- Strong organisational and interpersonal skills required
- Excellent problem-solving skills
- Deadline driven
- Ability to understand abstract concepts
- Must be able to adapt to a changing environment
- Intermediate to Advanced Excel skills
- Challenge the way it has always been done
**Requirements**:
**Qualifications and Experience**:
- Tertiary qualification
- Previous administrative and financial services experience
- RE 5
**Benefits**:
Flexible working hours
-
Head of Middle Office Operations
7 months ago
Johannesburg, South Africa Investment Manager firm Full time**Job Title: Head of Middle Office Operations** **Job Overview**: As the Head of Middle Office Operations at an Investment Manager firm, you will lead a critical function that serves as the linchpin between the front office Investment team, Institutional and Retail Client Services teams, System Development team, and the firm's outsourced Fund...
-
Investment Administrator
20 hours ago
Johannesburg, South Africa PPS Recruitment Full time**Job Advert Summary**: - The Investments Administrator is responsible for the accurate financial reporting, consolidation, and reconciliation of investment activities within PPS Group. This role plays a crucial part in maintaining the integrity of investment accounting records and providing valuable insights to support strategic decision-making. Reporting...
-
Investment Administrator
7 months ago
Johannesburg, South Africa Sanlam Full time**Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...
-
Administrator Linked Investments
7 months ago
Johannesburg, South Africa Sanlam Full time**Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...
-
Administrator Linked Investments
3 days ago
Johannesburg, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...
-
Investment Administrator
7 days ago
Johannesburg, South Africa Isilumko Staffing Full timeWe are looking for an Investment Administrator on a 6 Months Contract **Requirements**: - Prepare daily valuations on Retirement Fund investment portfolios, using an Investment Administration Platform - Review daily reconciliations between Investment Administration platform and Retirement Funds Asset Manager - Sign off Variances based on tolerances and...
-
Administrator Linked Investments
7 months ago
Johannesburg, South Africa Sanlam Full time**Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...
-
Junior Portfolio Administrator
1 week ago
Johannesburg, South Africa Sapientis South Africa Full timeOur client is an asset management company focused on local and global listed asset investment. They are seeking a Portfolio Administrator with a minimum of 4 - 5 years’ experience in a similar role (within an Asset Management / Investments space). - B. Com, B. Bus Science, B. Sc or similar (preferably in Finance / Investments) - 3 - 5 years work experience...
-
Head of Investment
6 months ago
Johannesburg, South Africa eSquared Full time**Purpose of Role**: E Squared Investments is seeking an experienced Head of Investments (HoI) to lead and drive the success of our core investment programmes. Empower responsible entrepreneurs to become catalysts for economic development, transformation, and social upliftment in South Africa. The HoI will play a pivotal role in shaping the future of E...
-
Investment Administrator
7 months ago
Johannesburg, South Africa Sanlam Full timeWho are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...
-
Investment Analyst
7 months ago
Johannesburg, South Africa Ferva Business Partners Full timeRole Overview Moolalend is currently looking for a team member to fill the role of Investment Analyst. Moolalend is looking for someone with some experience in the funding/lending space. An Investment Analyst is an integral part of our investment team and will be responsible for conducting research, analysing financial data, and assisting in investment...
-
Tender Administrator
5 days ago
Johannesburg, South Africa MYM INVESTMENT Full time**Duties**: Manage the tender department to meet tender submission deadlines. Attend to tender administration requests. Perform tender administrative tasks timeously and with precision. Timeously obtain inter-departmental signoffs as/when required such as costing and scope of work. Accurately complete all required tender documents in line with...
-
Investment Specialist
9 months ago
Johannesburg, South Africa HR Genie Full timeOur client is looking for a Investment Specialist. The Investment Specialist will support a range of project types relating to portfolio companies, including operational efficiency, environmental & social sustainability and optimal reporting. **Responsibilities**: - Manage the identification and evaluation of relevant technical assistance ("TA") projects...
-
Intern Investment Administration
3 weeks ago
Johannesburg, South Africa Sanlam Full time**Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...
-
Investment Unitisation Specialist
7 months ago
Johannesburg, South Africa Secondments Recruitment Full time**Job Advert Summary**: To conduct the unitisation and cash flow management of client/member funds and complete associated reporting so that a reliable defined contribution product is available to members. Monitor cashflow of Client/Member Funds - Check the correct allocation of the clients’ cash flows between the Pensioner administration system and...
-
Investment Distribution Support Administrator
20 hours ago
Johannesburg, 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...
-
Senior Investment Associate
7 months ago
Johannesburg, South Africa Allan and Gill Gray Philanthropy Full time**Purpose of Role**: E Squared Investments is seeking a highly motivated and analytical Senior Investment Associate to join our dynamic team. In this role, you will play a critical role in supporting the Head of Investments and contributing to the success of our core investment programs across the entire spectrum, from pre-seed ventures to Series C+...
-
Investment Administrator
5 days ago
Johannesburg, South Africa RecruitAGraduate Full time**Job Information**: Job Opening ID ZR_952_JOB Hours of work Flexible Industry Financial Services Location Type In Office Salary R15 000 - R20 000 Remuneration Term Per Month State/Province Gauteng City Johannesburg Country South Africa **Duties and Responsibilities**: - Accurate and efficient administration of individual products - Assist...
-
Tender and Office Administrator
7 months ago
Johannesburg, South Africa MYM Investment Full time**Duties**: General assistance to the tender department to meet tender submission deadlines. Attend to tender administration requests. Perform tender administrative tasks timeously and with precision. Timeously obtain inter-departmental signoffs as/when required such as costing and scope of work. Accurately complete all required tender documents in line with...
-
Valuations Analyst
6 months ago
Johannesburg, South Africa Isilumko Staffing (JHB) Full timeOne of the TOP banks in S.A. is seeking an experienced Valuations Analyst to join their team for a maternity fill in JHB. Responsibilities:Deliver solutionsMaintenance of client reference data, market reference data on financial instrumentsValuation of financial instruments Portfolio compliance monitoringTroubleshoot impact of pricing across financial...