Job Description
Introduction
A leading and well-established company withing the wealth management and financial services sector, based in Silver lakes, 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 invest...