Jobs: unit trust back office investment administrator

  • Investments Officer

    Found in: Talent ZA 2A C2 - 2 days ago


    Pietermaritzburg, South Africa ARCS Full time

    Responsibilities Trust Interest Revenue Maximization (Section 86):Utilize management information systems to identify revenue opportunities.Track and monitor trust interest performance for each practice, analyzing monthly receipts and bank charges.Assist practitioners in addressing non-compliance with relevant sections.Maintain a database of value generated...

  • Investments Officer

    Found in: Adzuna ZA B C2 - 6 days ago


    Pietermaritzburg, South Africa Adzuna ZA B C2 Full time

    Responsibilities Trust Interest Revenue Maximization (Section 86):Utilize management information systems to identify revenue opportunities.Track and monitor trust interest performance for each practice, analyzing monthly receipts and bank charges.Assist practitioners in addressing non-compliance with relevant sections.Maintain a database of value generated...

  • Investments Officer

    Found in: Whatjobs ZA C2 - 7 days ago


    Pietermaritzburg, South Africa ARCS Full time

    Responsibilities Trust Interest Revenue Maximization (Section 86): Utilize management information systems to identify revenue opportunities.Track and monitor trust interest performance for each practice, analyzing monthly receipts and bank charges.Assist practitioners in addressing non-compliance with relevant sections.Maintain a database of value generated...

  • Senior Business Analyst

    Found in: Talent ZA 2A C2 - 2 days ago


    Cape Town, South Africa H2R Africa Full time

    Our client, an Investment Administrator company in Cape Town, has a CONTRACT position available for a Senior Business Analyst, who has at least 8 years direct experience in Unit Trust and LISP (Discretionary and Life and Retirement Products) administration with in-depth knowledge of the products, legislative reporting and operational processes that support...

  • Senior Business Analyst

    Found in: Whatjobs ZA C2 - 2 days ago


    Cape Town, South Africa H2R Africa Full time

    Our client, an Investment Administrator company in Cape Town, has a CONTRACT position available for a Senior Business Analyst, who has at least 8 years direct experience in Unit Trust and LISP (Discretionary and Life and Retirement Products) administration with in-depth knowledge of the products, legislative reporting and operational processes that support...

  • Trust Officer Assistant

    Found in: Talent ZA 2A C2 - 2 days ago


    Wilderness, South Africa Intrinsic Consulting Services Full time

    Our client, a highly regarded Financial Advisory and Investment Management Company is looking for a Trust Officer Assistant (Brokers Secretary/Brokers Assistant) to join their growing team in the Knysna office.The ideal candidate would have a minimum of 3-5 years experience in a Financial Services or Investment Management environment, have a clear...

  • Trust Officer Assistant

    Found in: Whatjobs ZA C2 - 7 days ago


    Garden Route, South Africa Intrinsic Consulting Services Full time

    Our client, a highly regarded Financial Advisory and Investment Management Company is looking for a Trust Officer Assistant (Brokers Secretary/Brokers Assistant) to join their growing team in the Knysna office.The ideal candidate would have a minimum of 3-5 years experience in a Financial Services or Investment Management environment, have a clear...

  • Financial Advisor/Trust Officer

    Found in: Talent ZA C2 - 2 days ago


    Cape Town, South Africa Hire Resolve Full time

    Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry.As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their...

  • Unit Trust

    Found in: Talent ZA 2A C2 - 2 days ago


    Cape Town, South Africa Wenz Recruitment Full time

    Company-based in CBD, the candidate must be flexible. Normal company benefits apply.A Corporate Financial Services Company is seeking to employ graduates working in the field of Unit Trust and adopt the responsibility for the accurate and timeous processing of investors instructions and whatever else is necessary to ensure excellent client delivery whilst...

  • Unit Trust

    Found in: Whatjobs ZA C2 - 2 days ago


    CapeTown, South Africa Wenz Recruitment Full time

    Company-based in CBD, the candidate must be flexible. Normal company benefits apply.A Corporate Financial Services Company is seeking to employ graduates working in the field of Unit Trust and adopt the responsibility for the accurate and timeous processing of investors instructions and whatever else is necessary to ensure excellent client delivery whilst...

  • Unit Trust

    Found in: Adzuna ZA B C2 - 4 days ago


    CapeTown, South Africa Adzuna ZA B C2 Full time

    Company-based in CBD, the candidate must be flexible. Normal company benefits apply.A Corporate Financial Services Company is seeking to employ graduates working in the field of Unit Trust and adopt the responsibility for the accurate and timeous processing of investors instructions and whatever else is necessary to ensure excellent client delivery whilst...

  • Product Finance Team Leader – Unit Trust

    Found in: Whatjobs ZA C2 - 2 days ago


    CapeTown, South Africa Progressive Edge Full time

    Product Finance Team Leader Unit Trust A company in the asset management and investment field is looking for a motivated Product Finance Team Leader to join their finance team. The business offers a niche of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products. Purpose of the job The primary responsibility will be to...

  • Product Finance Team Leader – Unit Trust

    Found in: Talent ZA 2A C2 - 2 days ago


    Cape Town, South Africa Progressive Edge Full time

    Product Finance Team Leader Unit TrustA company in the asset management and investment field is looking for a motivated Product Finance Team Leader to join their finance team. The business offers a niche of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products.Purpose of the jobThe primary responsibility will be to lead...

  • Product Finance Team Leader

    Found in: Talent ZA C2 - 2 days ago


    Cape Town, South Africa Progressive Edge Full time

    Product Finance Team Leader Unit TrustA company in the asset management and investment field is looking for a motivated Product Finance Team Leader to join their finance team. The business offers a niche of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products.Purpose of the jobThe primary responsibility will be to lead...

  • Senior Business Analyst

    Found in: Whatjobs ZA C2 - 2 days ago


    Western Cape, South Africa H2R Africa Full time

    One of our clients in the Investment industry in Cape Town is looking for a Senior Business Analyst, who has at least 8 years direct experience in Unit Trust and LISP (Discretionary and Life and Retirement Products) administration with in-depth knowledge of the products, legislative reporting and operational processes that support the administration of...

  • Senior Business Analyst

    Found in: Whatjobs ZA C2 - 2 days ago


    Cape Town, South Africa H2R Africa Full time

    Our client, an Investment Administrator company in Cape Town, has a CONTRACT position available for a Senior Business Analyst, who has at least 8 years direct experience in Unit Trust and LISP (Discretionary and Life and Retirement Products) administration with in-depth knowledge of the products, legislative reporting and operational processes that support...

  • Head: Investments Unit

    Found in: Talent ZA C2 - 6 days ago


    Centurion, South Africa ECIC Full time

    PURPOSE OF THIS ROLE The purpose of this role is to ensure the effective and timely implementation of the investment strategy and the ongoing management of the investment portfolio. The role requires setting and reviewing the investment strategy for the corporation's local and offshore investment portfolio and to construct a of underlying asset...

  • Senior Business Analyst

    Found in: Talent ZA 2A C2 - 2 days ago


    Cape Town, South Africa Progressive Edge Full time

    Senior Business Analyst (LISP / Unit Trusts)Cape TownA company in the asset management and investment field is looking for an experienced and motivated Senior Business Analyst to join their Business Solutions Team. The successful candidate will be responsible for compiling the approach (strategy document and business case) for our core system upgrade...

  • Senior Business Analyst

    Found in: Whatjobs ZA C2 - 2 days ago


    CapeTown, South Africa Progressive Edge Full time

    Senior Business Analyst (LISP / Unit Trusts) Cape Town A company in the asset management and investment field is looking for an experienced and motivated Senior Business Analyst to join their Business Solutions Team. The successful candidate will be responsible for compiling the approach (strategy document and business case) for our core system upgrade...

  • Senior Business Analyst

    Found in: Talent ZA C2 - 4 days ago


    Cape Town, South Africa Progressive Edge Full time

    Senior Business Analyst (LISP / Unit Trusts)Cape TownA company in the asset management and investment field is looking for an experienced and motivated Senior Business Analyst to join their Business Solutions Team. The successful candidate will be responsible for compiling the approach (strategy document and business case) for our core system upgrade...