Financial Investment Administrator

SUMMARY:
Financial Investment Administrator
Pretoria (Brooklyn)
R30,000 CTC  (Dending on experience and skillset) Performance-based adjustments may apply 

 

POSITION INFO:
Minimum requirements: 2-3 years experience in financial services or investment administration (Matric Essential) Understanding of investment products and onboarding processes Knowledge of FICA\/AML and regulatory compliance requirements Strong administrative and organisational skills High attention to detail and accuracy Professional communication skills Sense of urgency Systems & Technical Requirements: Microsoft Office 365 (Word, Excel, Outlook, Teams) Elite Wealth system experience Workpool system experience Experience with investment platforms advantageous Key Responsibilities: Process and administer new investment applications Capture and maintain client and investment data on internal systems Handle and resolve client and intermediary queries professionally Maintain compliant and audit-ready client files (FICA, FAIS, POPIA) Prepare client summaries and reports (ad hoc and quarterly) Support compliance processes and document verification Provide administrative and operational support to management Draft professional correspondence and coordinate meetings Liaise with investment platforms and service providers Following of KPI's Consultant: AliciaBodenstein - Dante Personnel Pretoria Faerie Glen Apply via our website Or apply directly on the link below: If you do not hear from us within 5 days, please accept that your application was unsuccessful