Investment Administration Professional

5 days ago


Pretoria, Gauteng, South Africa The Globevest Group Full time

Key Responsibilities

  • Collate all necessary documents related to administration of investment instructions, preparation, and capturing of same on internal systems
  • Handle electronic and hard copy filing relating to investment administration and advisory record keeping as stipulated by FAIS and FICA
  • Client liaison: Attend to and resolve all queries directly with clients
  • Liaise with internal/external investment admin and support departments
  • Maintain the Client Management system and data capture of investments and instructions
  • Collate all clients' monthly and quarterly reporting
  • Provide general admin support: typing, filing, scanning, etc. of client correspondence

Required Skills and Qualifications

  • Matric
  • Degree or Diploma in Business/Economics/Finance will be beneficial
  • 3-5 years experience in a similar position with a proven track record
  • Investment/life/medical knowledge will be beneficial
  • Computer literate: MS Office and Excel Intermediate level
  • Fully bilingual in English and Afrikaans
  • Strong time management and prioritization skills
  • Ability to work independently or as part of a team and under general supervision of the Admin Manager
  • Driver's license and own transport essential


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