Investment Administrator

_**INVESTMENT ADMINISTRATOR, R30k, 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...

_**INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, R30k, 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...

The Senior Investment Administrator is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the practice service model and procedures. The role needs excellent client...

**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...

Handle full-spectrum Lisp investment administrationDaily & monthly dutiesMaintaining & managing Fund AllocationsMaintenance of Member DataTo identify and loading any changes on the fund and preparing or the checking of the documents (rates, fees or expenses)Ensure accuracy of transactions, record-keeping, and reporting.Support smooth operational processes...

Key Responsibilities:Provide general administrative support and personal assistance to the Financial Advisor.Prepare client quotes and process policy amendments.Manage claims and new business applications.Update investment portfolios and conduct risk profiling.Address premium non-payments and related inquiries.Requirements:Minimum of 3 years' experience in a...

Key Responsibilities Provide general administrative support and personal assistance to the Financial Advisor. Prepare client quotes and process policy amendments. Manage claims and new business applications. Update investment portfolios and conduct risk profiling. Address premium non-payments and related inquiries. Requirements Minimum of 3 years' experience...

Posted today System Administrator – Aderant This position requires a highly competent, highly motivated, and driven individual who is able to work well on their own and within the team, with limited supervision, and who actively seeks ways of adding value to the business in their role as System Administrator. The successful candidate will be responsible...

**Introduction** - Momentum, a financial services provider since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.**Role Purpose** - The...

Purpose As a client-facing Banker, internally referred to as Local Agent, you will act as a coordinator for EIB financing activities and carry out EIB public sector loans/investments in the assigned countries. Your role is to finance projects supporting EU development and cooperation policies outside the European Union. You will be responsible for the entire...