Western Cape: Securities Administrator posted by Conova (PTY) LTD
Posted on 2025-04-30 00:00:00
Employer | Conova (PTY) LTD |
---|---|
Category | Finance/Accounting Management |
Location | Western Cape / Western Cape |
Job Summary
- New client Onboarding, (Requires gathering of information and assist on completion thereof), including FICA and KYC.
- Ad Hoc client queries relating to Custody accounts.
- Assist all Partners regarding Statements, Proposals and Performance Reviews.
- Remediation according to the need per client.
- Facilitate Scrip Transfers between providers.
- Setup the meetings between all parties on legal, compliance, onboarding, corporate actions and portal tasks.
- Cash management on accounts daily.
- Breach Monitoring (ongoing).
- Enhancing Relationships between all parties.
- Manage the Task manager for the team together with the Investment Administrator
Requirements:
- Financial, Investment or relevant Degree
- Trading experience would be beneficial.
- RE5 (beneficial)
- At least 2-3 years’ experience in a similar role.
- Lisp Platform experience would be beneficial.
- Class Of Business (Beneficial)
- Marbletech systems knowledge would be a nice to have
- Hard Working, willing to work overtime should it be required.
- Honesty and Integrity are of utmost importance.
- Punctuality and Diligence is key
- Team Player and highly motivated.
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