Senior Investment Administrator
1 week ago
Job Title: Senior Investment Administrator
At Absa Group Limited, we are seeking a highly skilled and experienced Wealth Investment Administrator to join our team.
This role is an excellent opportunity for someone who is passionate about finance and administration to work with our clients and help them achieve their investment goals.
About the Role:
- As a Senior Investment Administrator, you will be responsible for providing specialist advice and support in the collection and analysis of investment information that enables decision-making and provides a sound basis for recommendation formulation.
- You will maintain and organize client contact information in our CRM system, ensuring accurate and up-to-date records.
- You will also be responsible for reviewing specific types of investment recommendations and determining the most appropriate action.
- An additional responsibility will be to enhance and build strong and long-lasting relationships with beneficiaries/clients in relation to transaction types, providing excellent customer service.
Key Responsibilities:
- Download and organize financial reports and correspondence from Funds managers delivered to the team email account (Note: this has been removed as per your instruction)
- Maintain and organize client contact information in CRM
- Maintain storage and organization of client documents
- Undertake general administration duties including arranging meetings on behalf of the team and booking meeting rooms
- Review specific types of investment recommendations and determine the most appropriate action
- Enhance and build strong and long-lasting relationships with beneficiaries/clients in relation to transaction types providing excellent customer service
- Work is prepared and completed in line with procedures, deadlines, and policies in place
- Complete Investment subscriptions, redemptions, and switches within and between fund managers and managed accounts including foreign exchange
- Actively manage the integrity of the data by implementing data scrubbing and consolidation procedures
- Assist in developing controls and procedures and promote innovative methods/system approaches to meet business needs
Requirements:
- A minimum of 2-3 years' experience in a similar environment at junior specialist level
- An Advanced Diploma or Bachelor's degree in Finance major
Estimated Salary Range:
The estimated salary range for this role is R 500,000 - R 700,000 per annum, depending on experience and qualifications.
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