- 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.
- Fluent in Afrikaans and English
- Reliable transport.
- Financial Planning/Wealth Management background
- NQF 5/6 qualification can also be beneficial, but not a required.
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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 ...
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People Dimension Pretoria, South AfricaIntroduction · 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 ...
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IGrow Wealth Investments Pretoria, South AfricaIGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for a **Rental Agent Assistant **to join their team in **Pretoria**. · **To qualify for this position, you need**: · - Matric · - At least 2 years of experience in administration · - Great adminis ...
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Investment Administrator - Pretoria, South Africa - People Dimension
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
Desired Experience & Qualification
Package & Remuneration
R CTC pm.
Interested?
Please send your CV to