Broker Administration Assistant at The Globevest Group

Pretoria, Gauteng
Permanent
Full-time

14 days ago

Position: Broker Administration AssistantSalary: Market relatedLocation: PretoriaJob type: PermanentIndustry: Financial ServicesReference Number: MJ.BAA.AWM.20082025COMPANY DESCRIPTION:Our client is a Financial Planning and Investment business based in Pretoria and they are looking for a Broker Administration Assistant to join their team as soon as possible.JOB DESCRIPTION:The person will provide administrative support to the Financial / Investment Advisors including, handling follow up correspondence with clients, third party providers and product houses. The person will need to liaise with internal departments / product houses to ensure that investment instructions are timeously and accurately actioned.MAIN DUTIES & RESPONSIBILITIES:

Collating all necessary documents in relation to administration of investment instructions, preparation and capturing of same on internal systems
Handling electronic and hard copy filing relating to investment administration and advisory record keeping as stipulated by FAIS and FICA and ensuring that all investment instructions are compliant
Client liaison: Attending to ad resolving all queries directly with clients
Liaising with internal / external investment admin and support departments
Maintaining the Client Management system and data capture of investments and instructions
Collating all clients monthly and quarterly reporting
Providing general admin support: typing, filing, scanning, etc. of client correspondence

EDUCATIONAL REQUIREMENTS:

Matric
Relevant tertiary qualification in Business / Economics / Finance will be an added advantage

EXPERIENCE AND SKILLS REQUIRED:

3 – 5 Years’ experience in a similar position with proven track record
Investment / life / medical knowledge will be beneficial
Computer literate: MS Office and Excel Intermediate level
Ability to work independently, attention to detail and excellent organisational skills, including problem solving and initiative
Fully bilingual in English and Afrikaans
Strong time management and prioritization skills
Ability to work independently or as part of a team and under general supervision of the Admin Manager
Driver’s license and own transport essential

TO APPLY FOR THE POSITION, PLEASE FOLLOW THE LINK BELOW:https://www.careers-page.com/the-globevest-group-2/job/7XY4W7R3POPIABy Submitting your CV, you confirm that: * We may retain your personal information in our database for future matching.

We may contact you when suitable opportunities arise.
The information you have provided to us is true, correct and up to date.

We endeavour to reply to each and every application, however, should you not hear back from us within 14 days please consider your application unsuccessful.

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