Jobs
>
Pretoria

    Investment Administrator - Pretoria, South Africa - People Dimension

    People Dimension
    People Dimension Pretoria, South Africa

    1 week ago

    People Dimension background
    Description

    Introduction

    A well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team.

    Duties & Responsibilities

    • Loading of new business;
    • Handling of client queries;
    • Client file maintenance (Computerized database and paper file systems);
    • Client summaries and reports –ad hoc and/ or quarterly;
    • Attending to all relevant compliance issues in terms of legislation;
    • General assistance to management;
    • Typing correspondence;
    • Scheduling meetings and appointments when requested;
    • Diary management when requested;
    • Liaising with service / product providers on administrative issues.
    • The above list is not be construed as conclusive and you may be required to perform other duties in the course of business that may reasonably be required by management.

    Desired Experience & Qualification

    • Fluent in Afrikaans and English
    • Reliable transport.
    • Financial Planning/Wealth Management background
    • NQF 5/6 qualification can also be beneficial, but not a required.

    Package & Remuneration

    R CTC pm.

    Interested?

  • KM CONSULTING

    Investment Administrator

    4 days ago

    KM CONSULTING Pretoria, South Africa

    _**INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, R30k, PTA-EAST**_ · Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: · Act as Financial assistant to advise & assist clients on their ...

  • KM CONSULTING

    Investment Administrator

    1 week ago

    KM CONSULTING Pretoria, South Africa

    _**INVESTMENT ADMINISTRATOR, R25-**_**27**_**k, PTA-EAST**_ · Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: · Act as Financial assistant to assist clients on their financial portfo ...

  • KM CONSULTING

    Investment Administrator

    1 week ago

    KM CONSULTING Pretoria, South Africa

    _**INVESTMENT ADMINISTRATOR, R30k, PTA-EAST**_ · Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: · Act as Financial assistant to advise & assist clients on their financial portfolios ...

  • PSG Wealth Distribution

    Wealth Investment Administrator

    4 days ago

    PSG Wealth Distribution Pretoria, South Africa

    **Responsibilities**: · - Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. · - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. · - Work closely with Wea ...

  • Bridgena Barnard Personnel Group

    Senior Investment Administrator

    2 days ago

    Bridgena Barnard Personnel Group Centurion, South Africa

    Gauteng - Hybrid post. Investment Administrator needed for a performing investment BU · Matric · Commerce degree or qualification · 7 - 10 years experience in the Investment Administration reporting environment · Interlink or any pooled fund administration advantageous · systems ...

  • People Dimension

    Investment Administrator

    1 week ago

    People Dimension Pretoria, South Africa Full time

    Introduction · A well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team. · Duties & Responsibilities · Loading of new business; · Handling of client queries; · Client file maintenance (Computer ...

  • Sanlam

    Simeka: Investment Administrator

    1 week ago

    Sanlam Sandton, South Africa

    Who are we? · Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and c ...

  • Financial Sector Conduct Authority

    Senior Analyst

    6 days ago

    Financial Sector Conduct Authority Pretoria, South Africa

    **Purpose of the Job**: · To assist in the management and supervision of the activities of the Alternative Investment industry and to monitor Alternative Investment compliance with the provisions of the applicable Alternative Investment legislation within the framework of the obj ...

  • Financial Sector Conduct Authority

    Senior Analyst

    2 hours ago

    Financial Sector Conduct Authority Pretoria, South Africa

    **Purpose of the Job**: · To assist in the management and supervision of the activities of the Alternative Investment industry and to monitor Alternative Investment compliance with the provisions of the applicable Alternative Investment legislation within the framework of the obj ...

  • Financial Sector Conduct Authority

    Senior Analyst

    1 week ago

    Financial Sector Conduct Authority Pretoria, South Africa

    **Purpose of the Job**: · To assist in the management and supervision of the activities of the Alternative Investment industry and to monitor Alternative Investment compliance with the provisions of the applicable Alternative Investment legislation within the framework of the obj ...

  • Kamo Placements

    Senior Risk Analyst

    1 week ago

    Kamo Placements Pretoria, South Africa

    *** · - Lead the measurement, attribution and analysis of the investment performance of the reserves portfolios. · - Lead the formulation and implementation of the strategic asset allocation (SAA) and risk budgeting processes. · - Maintain the investment performance measurement a ...

  • Financial Sector Conduct Authority

    Junior Analyst

    23 hours ago

    Financial Sector Conduct Authority Pretoria, South Africa

    **Purpose of the Job**: · To assist in the management and supervision of the activities of the Alternative Investment industry and to monitor Alternative Investment · compliance with the provisions of the applicable Alternative Investment legislation within the framework of the o ...

  • Sanlam

    Business Development Coordinator

    23 hours ago

    Sanlam Pretoria, South Africa

    Who are we? · Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on ou ...

  • Sanlam

    Business Development Consultant

    5 days ago

    Sanlam Pretoria, South Africa

    Who are we? · Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on ou ...

  • Six Sense

    Executive Assistant to The Peo

    23 hours ago

    Six Sense Pretoria, South Africa

    Gauteng, Tshwane (Pretoria) · - Annually Cost To Company (Market related) · To enhance the GEPF's investment monitoring processes and analyse investment performance. · To provide dedicated personal and professional administrative and secretarial support function to the · Principa ...

  • Kamo Placement

    Senior Risk Analyst

    1 week ago

    Kamo Placement Pretoria, South Africa

    Gauteng, Tshwane (Pretoria) · - Annually Cost To Company (Market related, Negotiable) · The purpose of this position is to provide specialist knowledge and manage, analyse and attribute performance measures to the investment portfolios of the company. · **JOB DESCRIPTION** · - Le ...

  • South African Reserve Bank

    Associate Risk Analyst

    1 week ago

    South African Reserve Bank Pretoria, South Africa

    -The purpose of this position is to measure, analyze and attribute performance measures to investment portfolios as well as to provide specialist knowledge in the Investment Performance Measurement and Attribution Section of the Risk Management Division in the Financial Markets D ...

  • Six Sense

    Quantitative Investment Analyst

    5 days ago

    Six Sense Pretoria, South Africa

    Gauteng, Tshwane (Pretoria) · To enhance the GEPF's investment monitoring processes and analyse investment performance. · This includes attribution analysis, investment reporting, investment administration, quantitative modelling, and performance database management. · **Qualific ...

  • PSG Konsult

    Wealth Adviser Assistant

    5 days ago

    PSG Konsult Pretoria, South Africa

    **Job description**: · **Responsibilities**: · - Gather Policy information · - Compile a summary of information · - Research product information · - Handle and solve client enquiries (all existing business enquiries) · - Diary management for new and existing business cases · - Di ...

  • Zanempilo Consultants

    Administrator/sales Assistant

    23 hours ago

    Zanempilo Consultants Pretoria, South Africa

    Client Administrator · BROKER SUPPORT ADMINISTRATOR to be based at their offices in Silverlakes. Salary will be dependant on qualifications and experience. · OUR COMPANY HAS BEEN IN BUSINESS FOR OVER A DECADES, SPECIALISING IN HOLISTIC FINANCIAL PLANNING INCLUDING MEDICAL SCHEME, ...