Investment Administrator

Investment Administrator with an NQF5 Wealth Management Certificate or related Degree and minimum 3 years’ experience in an Investment and Stockbroking environment, required for the administration of investment business, processing of new applications and maintenance of the investment book for a Wealth & Investment Brokerage based in Bellville.

Responsibilities:

• Implementation of Wealth Management function
• Client interaction – management of relationship and client service
• Implementation and maintenance of new and existing business
• Processing applications re financial planning and wealth management
• Investment administration matters
• Unit Trusts / Share Portfolios / Offshore Investments
• Administering all investment products
• Investment quotations
• Client files for reporting requirements
• Processing investment mandates
• Rebalancing and maintaining existing ports
• Unit Trust / Stock transfers
• Prepare investment review appointments
• Maintain CRM System
• Prepare and distribute tax statements
• Record details of transactions
• Loading and processing of business transactions
• Client follow up and liaison
• Arranging appointments for Wealth Manager

Minimum requirements:

• Matric
• NQF5 Wealth Management Certificate OR related Degree required
• Minimum 2-3 years’ administration experience within the investment and financial services industry essential
• Experience and knowledge of Unit Trusts, Share Portfolio, Offshore Investments, Cash Management and Forex payment highly beneficial
• Experience in dealing with clients and financial advisers required

If you are a South African Citizen & your CV meets the above criteria, please send your CV to ***email_hidden***

Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.

1. That you have read and understood our POPI Policy.

2. That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.

3. Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.

4. That the information you have provided to us is true, correct and up to date.