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Investment Administrator Stellenbosch, Western Cape Permanent
2 weeks ago
**Designation**:
- Investment Administrator | Stellenbosch, Western Cape | Permanent
**Category**:
- Administration and Operations
**Job Level**:
- Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
**Posted by**:
- PSG Financial Services
**Posted on**:
- 28 Jan 2022
**Reference Number**:
- POS08250
**Closing date**:
- 26-Feb-2025
**Position Type**:
- Permanent
**Location**:
- Stellenbosch Techno Park
**Overview**:
**VACANCY | INVESTMENT ADMINISTRATOR | STELLENBOSCH, WESTERN CAPE| PERMANENT**
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
**Job description**:
**Responsibilities**:
- Interaction with clients (management of relationships and providing client services)
- Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
- Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
- Processing client queries and instructions
- Administering all Investment and risk products
- Maintaining CRM system
- Preparing and distributing Tax statements as well as monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
**Minimum Requirements**:
- Matric
- Relevant BCom Degree in Financial Planning / Investment Management (Advantageous)
- 2- 5 years’ relevant work experience within the financial services industry
- Computer literacy (MS Office - Advanced MS Excel)
**Competencies**:
- Ability to work as part of a team
- Attention to detail
- Be able to work under pressure
- Reliable
- High communication skills (verbal & written)
- Willingness to learn and take instruction
- Time management
- Open to engaging with clients
**How to apply**:
