Junior Investment Administrator

SUMMARY:
If you're detail-oriented, thrive in an administrative environment, and enjoy ensuring processes are completed accurately and on time, this Junior Administrator opportunity could be the ideal next step in your career. Join a professional financial services team where quality, client service, and operational excellence are highly valued.

POSITION INFO:
Key Responsibilities: Accurately index and allocate client instructions. Assist the team in coordinating and completing daily workloads effectively. Process client instructions within allocated turnaround times. Handle investment-related transactions, including investments, disinvestments, switches, and general maintenance instructions. Maintain clear and accurate records of communications and processing activities. Generate and distribute bulk communications to clients as required. Follow up with advisers and external service providers within agreed service levels. Ensure all daily tasks are completed accurately and within deadlines. Adhere to established processes, procedures, and compliance requirements. Manage transaction follow-ups and action items according to service level agreements. Assist with ad hoc projects and administrative duties as required. Job Experience and Skills Required: Grade 12 (Matric) is essential. Relevant post-matric qualification will be advantageous, particularly in Mathematics or Accounting. Minimum 1 year experience within an investment, financial planning, or financial services environment. LISP experience will be advantageous. Proficiency in Microsoft Office applications. Competency Requirements: Strong attention to detail. High level of accuracy. Effective time management skills. Ability to prioritise and work to deadlines. Strong organisational skills. Disciplined and dependable work ethic. Team player with a collaborative approach. Willingness to learn and develop professionally. Knowledge of financial services products and the broader financial services industry. Methodical problem-solving and sound reasoning ability. Hardworking and committed attitude. Apply now! For more exciting (Finance\/ Engineering\/ IT \/ Supply Chain \/ Commercial & C-Suite) vacancies, please visit: I also specialise in recruiting in the following: Financial Managers Financial Accountants Financial Controllers Chartered Accountants Group Reporting & Consolidations Accountant Commercial Finance and FP&A positions If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles \/ positions. For more information, contact: Mandisa Phahla Recruiting Consultant