Offshore Account Administrator - Financial Services

Recruiter:

Persona Staff

Job Ref:

CPT001659/MS

Date posted:

Tuesday, February 2, 2021

Location:

Capetown, South Africa

Salary:

Neg

SUMMARY:
A successful financial services company based in the Northern Suburbs is seeking to employ an experienced Offshore Account Administrator to join their team. The main function of this role is the opening and administration of offshore investment accounts on a major International platform. The role will involve administrative duties and client interaction.

POSITION INFO:

Responsibilities:

Assisting in management of normal and life wrapper account structures (includes but not limited to opening accounts, loading deposits and withdrawals, stock transfers, statement queries, invoicing)
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.
Fica requirements of new accounts.

Skills and Requirements:

Relevant BCom Degree.
Relevant market experience.
Proficient in MS office.
Experience in stockbroking or financial services industry.
Excellent understanding of account management roles and responsibilities.
Understanding of Fica / Compliance will be beneficial.
Analytical and problem-solving skills and ability to follow through processes to closure.
Excellent oral, written communication skills, good presentation skills with a focus on effective information dissemination.
Excellent sense of ownership.
Attention to detail.
Must be able to perform well under pressure.

To apply please send your CV 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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Offshore Account Administrator - Financial Services

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