Introduction
A leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.
Duties & Responsibilities
- Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant Wealth Manager.
- Interaction with clients (management of relationships and providing client services).
- As it relates to all business entities – Individuals, Trusts and Companies:
- Accurate implementation and maintenance of new and existing business.
- Processing of applications as they relate to the broader financial planning and wealth management.
- Investment administration matters including but not limited to:
- Unit Trusts
- Share Portfolios
- Offshore Investments
- Cash Management
- Projects as per instructions from the Practice Manager.
- Processing client queries and instructions.
- Administering all investment products.
- Prepare investment quotes.
- Prepare client files for reporting requirements.
- Processing of all investment mandates as it relates to assets under management.
- Rebalancing and maintaining of existing portfolios upon instruction from Wealth Manager.
- Unit Trust/Stock Transfers.
- Preparation of investment review appointments.
- Maintain CRM systems, templates and other marketing initiatives for the practice as required.
- Preparing and distributing tax statements as well as monthly/quarterly statements.
- Manage administrative documentation (detailed records).
- Build and maintain good working relationships.
- Recording details of transactions.
- Maintaining Service Level Agreement deadlines.
- Managing investment income and or fee renewals.
- Ensure FAIS and FICA Compliance, etc.
- Loading and processing of new/existing business instructions.
- Follow up on applications and instructions.
- Administration of welcome packs to new clients.
- Managing client retention.
- Gather investment / policy information.
- Compile a summary of information.
- Research product information when required.
- Handling of new application and quotations.
- Handling and solving of client enquiries.
- Arranging appointments between Wealth Manager and clients.
- Manage incoming calls and make sure all calls are attended to in an efficient and timeous manner.
- Assist clients with completing forms, check forms for correctness, etc.
Desired Experience & Qualification
Minimum
Requirements:
- Matric
- NQF5/6 in Wealth Management (Advantageous)
- 5+ years administration experience within the financial services industry (investments + stockbroking)
- Computer literate (MS Office)
- Different investment platform systems experience (Advantageous)
Skillset Required:
- Telephone etiquette
- Time management
- High communication skills (verbal & written)
- Organising and planning
- Presentable (client orientation)
- Attention to detail
- Open to engaging with clients
- Problem solving skills
- Energetic
- Working as part of a larger team to accomplish common business goals
- Excel spreadsheets
- Be able to work under pressure in financial services business and produce accurate and timely results
Package & Remuneration
R 25 000 – R 35 000 CTC pm.
Interested?
Please forward your CV and qualification copies to People Dimension
Senior Investment Administrator position available in Gauteng, Pretoria. This job position was posted by People Dimension. The job has been posted as a premium ad on 2025-01-31 at 13:08:11 in the It Computer category
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