Financial Services Administrator

Recruiter:

Persona Staff

Job Ref:

CPT001665/ML

Date posted:

Thursday, January 7, 2021

Location:

Capetown, South Africa

Salary:

Market Related

SUMMARY:
A successful financial services company based in the Northern Suburbs is seeking to employ an experienced Financial Services Administrator to join their team. The main function of this role is general account administration in the following areas:

POSITION INFO:

Skills and Requirements:

Relevant qualification.
Relevant market experience.
Proficient in MS Office.
Experience in stockbroking or financial services industry.
Experience with Investec Corporate Cash Management accounts.
Experience with FSCA compliance.
Excellent sense of ownership.
Attention to detail
Must be able to perform well under pressure.
Excellent oral, written communication skills, good presentation skills with focus on effective information dissemination.
Excellent understanding of general office administration task.
Analytical and problem-solving skills and ability to follow through processes to closure.

Responsibilities:

Foreign exchange:

Opening of accounts
Allocating of deposits
Completing of relevant transactional documentation
Obtaining statements

Stockbroking services:

Opening of accounts
Allocating of deposits/withdrawals
Statement enquiries

General Office administration:

Assisting with compliance administration
General office administration
Monthly client invoicing
Compiling daily newsletters

Other:

General office administration assistance
Technical assistance for admin related queries on accounts
Billing & Invoice related activities
Coordinate & follow-up with multiple teams including clients and service providers
Meet time deadlines for accounts
Compliance assistance (administrative)

To apply, please send your CV with your salary expectations to --------Please upload your CV here-------->

Please note that only shortlisted candidates will be contacted. Should you not receive feedback within 48 hours, please accept your application as unsuccessful.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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