Financial Planning Expert Johannesburg
4 days ago
Job Description
We are seeking a skilled Investment Specialist to join our team in Johannesburg. The successful candidate will be responsible for conducting unitisation and cash flow management of client/member funds, as well as completing associated reporting.
Duties & Responsibilities
- Cash Flow Management: Monitor the cash flow of client/member funds to ensure timely and accurate payments.
- Unitisation Process: Complete the unitisation process for client/member funds, ensuring all necessary documentation is in order.
- Reporting: Compile and submit reported feedback to stakeholders.
- Stakeholder Collaboration: Collaborate with internal and external stakeholders to ensure seamless communication and project execution.
- Governance & Compliance: Ensure adherence to governance and compliance regulations, maintaining the integrity of client/member funds.
Desired Experience & Qualifications:
- Bachelor of Commerce degree or Diploma in Economics/Finance (NQF7).
- 3-5 years of experience in investment administration with exposure to unitisation.
- Strong numerical ability and attention to detail.
- Able to handle large quantities of data, interpreting and analysing information effectively.
This role requires a high level of technical skill, combined with excellent communication and interpersonal skills. If you have a passion for financial planning and operations, and a strong desire to work in a dynamic and challenging environment, we encourage you to apply for this exciting opportunity.
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