Investment Administrator

• Loading of new business;
• Handling of client queries;
• Client file maintenance (Computerized database and paper file systems);
• Client summaries and reports –ad hoc and/ or quarterly;
• Attending to all relevant compliance issues in terms of legislation;
• General assistance to management;
• Typing correspondence;
• Scheduling meetings and appointments when requested;
• Diary management when requested;
• Liaising with service / product providers on administrative issues.
• The above list is not be construed as conclusive and you may be required to perform other duties in the course of business that may reasonably be required by management.

• Fluent in Afrikaans and English
• Reliable transport.
• Financial Planning/Wealth Management background
• NQF 5/6 qualification can also be beneficial, but not a required.

People Dimension