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Investment/financial Administrator

2 weeks ago

Pretoria, South Africa KM CONSULTING Full time

**_INVESTMENT / FINANCIAL ADMINISTRATOR, R26-R29k, PTA-EAST_**

Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry:
Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc

RELEVANT Financial qualifications required

EXCELLENT career opportunity

Fully Bilingual - AFR (A must) & ENG
- New business administration;
- Managing client shares advantage
- Loading of new business;
- Handling of client queries;
- Client file maintenance (Computerized database and paper file systems);
- Client summaries and reports -ad hoc and/ or quarterly;
- Attending to all relevant compliance issues in terms of legislation;
- General assistance to management;
- Typing correspondence;
- Scheduling meetings and appointments when requested;
- Diary management when requested;
- Liaising with service / product providers on administrative issues.
- The above list is not be construed as conclusive and you may be required to perform other duties in the course of business that may reasonably be required by management.

Send Cv in Word format + photo to: REF: Investment Admin

**Salary**: R26,000.00 - R29,000.00 per month