Investment Administrator

_**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...

IntroductionA well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesLoading of new business;Handling of client queries;Client file maintenance (Computerized database and paper file systems);Client summaries and reports –ad hoc and/ or...

Public Investment Corporation's job vacancy, Career and RecruitmentJob title : Records Management Administrator (12 Months Fixed Term Contract) – Pretoria jobs in GautengJob Location : Gauteng, PretoriaDeadline : May 22, 2024Quick Recommended LinksJobs by LocationJob by industries Minimum Requirements: Information Management Degree or Higher Certificate in...

**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...

As a Portfolio Administrator, you will support Portfolio Managers, process applications, and interact with clients from diverse backgrounds. This role requires teamwork, a strong work ethic, and the ability to stay focused without distractions. Proficiency in technology, computer literacy, and a quick learning ability are essential, as evidenced by your...

Gauteng, 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...

**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...

**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...

**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...

Our client in the financial services industry is looking for an Investment Reporting Specialist / Business Analyst at their offices in Pretoria. The Reporting Specialist will play a key role in the development of effective client-centric investments reports, the testing of the complex calculation based on the correct underlying data and ensuring compliance...

Our client in the financial services industry is looking for an Investment Reporting Specialist / Business Analyst at their offices in Pretoria.The Reporting Specialist will play a key role in the development of effective client-centric investments reports, the testing of the complex calculation based on the correct underlying data and ensuring compliance of...

**Purpose of the Job**: **Key Performance Areas**: - Identify gaps in the regulatory framework and initiates changes to be made to the framework and policy. - Ensure that all determination of fit and proper requirements are fully evaluated. - Assist the department in executing licensing functions within defined SLCs. - Identify emerging trends during the...

Client Administrator BROKER SUPPORT ADMINISTRATOR to be based at their offices in Silverlakes. Salary will be dependant on qualifications and experience. OUR COMPANY HAS BEEN IN BUSINESS FOR OVER A DECADES, SPECIALISING IN HOLISTIC FINANCIAL PLANNING INCLUDING MEDICAL SCHEME, GAP COVER, WILLS & TESTAMENTS, LIFE AND RISK COVER, SAVINGS AND INVESTMENTS, CAR...

Client Administrator BROKER SUPPORT ADMINISTRATOR to be based at their offices in Silverlakes. Salary will be dependant on qualifications and experience. OUR COMPANY HAS BEEN IN BUSINESS FOR OVER A DECADES, SPECIALISING IN HOLISTIC FINANCIAL PLANNING INCLUDING MEDICAL SCHEME, GAP COVER, WILLS & TESTAMENTS, LIFE AND RISK COVER, SAVINGS AND INVESTMENTS, CAR...

Assisting in generating accurate HR reports required by the business. - Assist in recruitment processes and ensuring that accurate administration responsibilities. - Posting job advertisements to job boards and social media platforms. - Removing job advertisements from job boards and social media platforms once vacancies have been filled. - Updating company...

Who are we? We are looking for an efficient Payroll Administrator to join our team who will be responsible for the processing of payroll activities of clerical staff such as Commission payments, Fleet card lists, Bonus lists, Recognition Awards, Overtime, Ex-gratia payments, Standby allowances and Salary deductions. Payroll Administrator responsibilities...

**Introduction** A leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East. **Duties & Responsibilities** - Supervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to: -...

**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...

**Designation**: Administrative Assistant | Pretoria, Gauteng **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 11 Aug 2023 **Reference Number**: PSG-DW-VAC0199 **Closing date**: 18 Aug 2023 **Position...

**Job description**: The Administrative Assistant is primarily responsible for performing after sales service offering 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...