INVESTMENT ADMINISTRATOR

SUMMARY:
INVESTMENT ADMINISTRATOR 

TYGERVALLEY -  NORTHERN SUBURBS 

R25 000 - R30 000 CTC PER MONTH - DEPENDING ON EXPERIENCE 

Overall ownership and accountability of the day-to-day administration, co-ordination & compliance of the Portfolio Manager’s fast-growing life and Investment book. The individual would have to work strategically and methodically. Must be exceptional in administration and office management. In close conjunction with Wealth Manager,  manages all back-office administration of investment clients and the investment book of Wealth Managers. Needs to ensure that all new business is accurately and timeously recorded.

POSITION INFO:
Minimum requirements:

• Matric or other relevant qualifications
• Minimum 3 years investment administration or previous experience in a similar role within the financial services industry
• Knowledge of FICA as per FSCA requirements and Regulatory Compliance

• Manage calendar, scheduling appointments, and organizing meetings
• Maintain accurate client records and databases, ensuring confidentiality and compliance with regulatory requirements
• Consulting with different Service Providers to ensure smooth account opening process
• Ensure adherence to regulatory requirements and internal compliance policies in all client interactions and administrative tasks
• Ensure customer records are correctly created and kept updated
• Applying FICA knowledge as per FSCA requirements
• Coordinate and follow up discrepancies and escalate any exceptions to management
• Attending to email and telephonic enquiries from Wealth Managers and colleagues timeously
• Cultivate strong relationships with clients, demonstrating a commitment to understanding their financial goals and objectives
• Ad-hoc duties when assigned, department related
• Processing Switches and Top Ups
• Providing excellent service to Wealth Managers/clients
• Perform any reasonable task requested from the company
• Prepare for client’s meetings, client reviews, and policy schedules