Investment Administrator - Pretoria, South Africa - KM CONSULTING

KM CONSULTING

Verified Company

Pretoria, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

_
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 portfolios regarding investments & shares etc

RELEVANT Financial qualifications advantage

EXCELLENT career opportunity

Fully Bilingual - AFR (A must) & ENG

New business administration;
Managing client shares advantage
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.

Salary:
R25 000,00 - R27 000,00 per month