Investment Administrator

5 days ago

Pretoria, South Africa People Dimension Full time

**Introduction**

A well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team.

**Duties & Responsibilities**
- 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.

**Desired Experience & Qualification**
- Fluent in Afrikaans and English
- Reliable transport.
- Financial Planning/Wealth Management background
- NQF 5/6 qualification can also be beneficial, but not a required.

**Package & Remuneration**

R 25 000 CTC pm.

**Interested?

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