Investment Administrator - Durbanville, South Africa - Your HR Outsourced
Description
This role is to assist the Wealth Planners with any administration duties, with the primary focus on investments and retirement funds.
Responsibilities
- All round support to Wealth Planners
- Calendar management
- First line of query management and support
- Submit new business forms
- Debit orders followup
- Claims process and followup
- Ensure that all final / signed compliance is sent to the client
- Ensure you provide regular feedback / updates to clients
- Keep CRM and Product Provider updated
- Schedule meetings with Wealth Planner and arrange refreshments
- Capture CCM Payments
Product Administration
Full understanding of Investment Product Administration.
- Living unities annuities
- Life annuities
- Retirement annuities
- Preservation funds
- Discretionary investments
- Endowments
- Tax free savings investments
Requirements:
- Matric
- 2 years' Experience in investment administration
Salary:
From R15,000.00 per month
More jobs from Your HR Outsourced
-
Wealth Manager
Bellville, South Africa - 2 days ago
-
Bookkeeper
Cape Town, South Africa - 1 week ago
-
Product Owner
Durbanville, South Africa - 2 weeks ago
-
Key Account Manager
Durbanville, South Africa - 1 week ago
-
Business Development Representative
Durbanville, South Africa - 2 weeks ago
-
Retirement Benefit Counsellor
Bellville, South Africa - 4 days ago