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INVESTMENT ADMINISTRATOR | MELROSE ARCH, GAUTENG | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Job description:
The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.
Responsibilities:
- Prepare and implement investment proposals
- Process new business applications
- Portfolio switches, rebalances, withdrawals, investment allocations
- Handle and solve client queries
- Maintain CRM System
- Work closely with Financial Adviser
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Minimum requirements:
- Completed Bachelor of Commerce / Diploma in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management
- Completed RE5
- 2-3 years’ relevant administration of investment business (new applications and maintenance of unit trust book) work experience within the financial services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office – Advanced MS Excel)
Competencies required:
- Customer services skills
- Problem solving skills
- Attention to detail
Closing Date: 14/02/2022
HOW TO APPLY
Click Here to Submit your CV and Application on Company Website
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