
Investment Portfolio Coordinator
2 days ago
Career Opportunity: We are seeking an experienced Investment Administrator to join our Wealth Management team at CA Financial Appointments. As a key member of the team, you will be responsible for preparing and processing a variety of client transactions, leveraging your expertise in investment administration.
Job Summary:
- Transaction Processing: Prepare and process client transactions, including investments, repurchases, and debit orders
- Broker Services: Manage broker appointments, policy holder changes, and other related tasks
- Pension Fund Transfers: Process pension and provident fund transfers, ensuring accuracy and timeliness
- Annual Income Renewals: Meticulous attention to detail required for annual income renewals for Living Annuities
- Portfolio Management: Record client transactions on the portfolio management system, maintaining data integrity
- Investment Valuations: Periodic investment valuation updates for client reporting purposes, ensuring compliance with regulatory requirements
- Broker Support: Effectively manage broker queries regarding client investments with product providers
Required Experience:
- Bachelor's degree in Commerce or equivalent qualification
- Minimum 2 years of experience in investment administration, preferably with a reputable financial institution
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Investment Portfolio Specialist
3 days ago
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Investment Portfolio Manager
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Investment Portfolio Analyst
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Investment Portfolio Analyst
4 days ago
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Portfolio Investment Manager
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Investment Portfolio Manager
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Investment Portfolio Specialist
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Investment Portfolio Manager
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Investment Portfolio Specialist
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Investment Operations Coordinator
3 days ago
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Investment Property Portfolio Lead
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Investment Performance Analyst
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Investment Portfolio Specialist Senior
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Investment Project Coordinator
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Investment Portfolio Manager
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3 days ago
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