Job Description
About the Role
A leading and well-established company within the wealth management and financial services sector, based in Silver lakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.
Key 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).
- 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
- Preparation of investment quotes.
- Preparation of client files for reporting requirements.
- Rebalancing and maintaining of existing portfolios upon instruction from Wealth Manager.
- Processing client queries and instructions.
- Administering all investment products.
- Prepare 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.
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)
Qualifications
No formal qualifications mentioned.
Salary & Benefits
R 25 000 – R 35 000 CTC pm.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Development Jobs in Gauteng
The development job market in Gauteng, South Africa is thriving, with numerous opportunities available in various sectors. The province is home to a large portion of the country’s economic hubs, including Johannesburg, Pretoria, and Ekurhuleni, making it an attractive location for companies looking to expand their operations. As a result, there is a growing demand for skilled developers who can drive innovation and growth.
Salaries in Gauteng are competitive, with average salary ranges varying depending on the specific role and industry. For example, software engineers can expect to earn between R600,000 – R1,200,000 per annum, while data analysts can earn between R400,000 – R800,000 per year. These figures are based on national averages, but salaries can vary widely depending on factors such as company size, experience, and specific job requirements.
To succeed in a development role in Gauteng, you will need to possess certain key skills. These include proficiency in programming languages such as Java, Python, or JavaScript, as well as experience with agile development methodologies like Scrum or Kanban. Additionally, knowledge of cloud computing platforms such as AWS or Azure is highly desirable, as is experience with data analysis tools like Tableau or Power BI. Other essential skills include problem-solving abilities, strong communication skills, and the ability to work collaboratively in a team environment.
Several major companies and industries are actively hiring for development roles in Gauteng. For example, tech giants such as Microsoft and IBM have large operations in the province, while financial institutions like Standard Bank and Absa also employ numerous developers. Additionally, there are many startups and innovative companies based in Gauteng that are driving growth and innovation in various sectors.
For those interested in a development career in Gauteng, there are numerous opportunities for career growth and advancement. Many companies invest heavily in employee training and development programs, providing opportunities for professionals to gain new skills and advance their careers. Additionally, the province is home to several top-ranked universities and research institutions, offering a range of academic programs in computer science and related fields. With hard work and dedication, it is possible to build a successful career as a developer in Gauteng, with many opportunities for advancement and professional growth available.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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