SUMMARY:
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POSITION INFO:
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
