Investment Administrator

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 ...