Investment Administrator (Life Admin) (Temp to Perm) - Cape Town City Centre
Key responsibilities include:
Key requirements for applicants:
*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED* Apply Now
- Preparation and processing of all client transactions (investments, repurchases, debit orders etc.) for Collective Investments, LISPs and Life Assurance companies.
- Processing of any instructions relating to broker appointments or changes.
- Processing of any policy holder changes, particulars, etc.
- Processing of Pension and Provident fund transfers.
- Processing and managing of Living Annuity transfers (Section 37) and Retirement Annuity transfers (Section 14) between product providers.
- Managing annual income renewals for Living Annuities.
- Recording of client transactions on portfolio management system.
- Periodic investment valuation updates on portfolio management system for client reporting purposes.
- Managing broker queries for clients' investments with product providers.
- Back up support for colleagues, as required.
Key requirements for applicants:
- BCom degree or equivalent diploma.
- Computer literacy a necessity: including MS Excel (intermediate).
- Experience with CRM system would be advantageous.
- Previous experience in similar function preferred, with proven track record.
- Previous investment administration experience minimum of 3 years required.
- Accurate and deadline oriented.
- Ability to work additional hours over quarter-end a requirement.
- Good communication skills and works well within a team.
*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED* Apply Now
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