Investment Administration Professional
5 days ago
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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