Introduction

A leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.

Duties & Responsibilities

• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant Wealth Manager.
• Interaction with clients (management of relationships and providing client services).
• As it relates to all business entities - Individuals, Trusts and Companies:
• Accurate implementation and maintenance of new and existing business.
• Processing of applications as they relate to the broader financial planning and wealth management.
• Investment administration matters including but not limited to:
• Unit Trusts
• Share Portfolios
• Offshore Investments
• Cash Management
• Projects as per instructions from the Practice Manager.
• Processing client queries and instructions.
• Administering all investment products.
• Prepare investment quotes.
• Prepare client files for reporting requirements.
• Processing of all investment mandates as it relates to assets under management.
• Rebalancing and maintaining of existing portfolios upon instruction from Wealth Manager.
• Unit Trust/Stock Transfers.
• Preparation of investment review appointments.
• Maintain CRM systems, templates and other marketing initiatives for the practice as required.
• Preparing and distributing tax statements as well as monthly/quarterly statements.
• Manage administrative documentation (detailed records).
• Build and maintain good working relationships.
• Recording details of transactions.
• Maintaining Service Level Agreement deadlines.
• Managing investment income and or fee renewals.
• Ensure FAIS and FICA Compliance, etc.
• Loading and processing of new/existing business instructions.
• Follow up on applications and instructions.
• Administration of welcome packs to new clients.
• Managing client retention.
• Gather investment / policy information.
• Compile a summary of information.
• Research product information when required.
• Handling of new application and quotations.
• Handling and solving of client enquiries.
• Arranging appointments between Wealth Manager and clients.
• Manage incoming calls and make sure all calls are attended to in an efficient and timeous manner.
• Assist clients with completing forms, check forms for correctness, etc.

Desired Experience & Qualification

Minimum Requirements:

• Matric
• NQF5/6 in Wealth Management (Advantageous)
• 5+ years administration experience within the financial services industry (investments + stockbroking)
• Computer literate (MS Office)
• Different investment platform systems experience (Advantageous)

Skillset Required:

• Telephone etiquette
• Time management
• High communication skills (verbal & written)
• Organising and planning
• Presentable (client orientation)
• Attention to detail
• Open to engaging with clients
• Problem solving skills
• Energetic
• Working as part of a larger team to accomplish common business goals
• Excel spreadsheets
• Be able to work under pressure in financial services business and produce accurate and timely results

Package & Remuneration

R 25 000 - R 35 000 CTC pm.

Interested?

Please forward your CV and qualification copies to hr1@peopledimension.co.za