Investment Administrator

People Dimension

  • Pretoria, Gauteng
  • R20,000-25,000 per month
  • Permanent
  • Full-time
  • 16 days ago
IntroductionA leading Financial Services company based in Irene, Pretoria in looking for an experienced Investment Administrator to join their dynamic team.Duties & Responsibilities
  • Preparing all documentation for Investment related instructions
  • Implementation of all investment related instructions
  • Assist with all servicing on investments
  • Doing withdrawals, additional contributions, new business, and replacements
  • Implement retirements
  • Implement proposals
  • Sustainability calculations (and other investment calculations)
  • Understanding tax rules – be able to explain them to the clients
  • Living Annuity revisions
  • Assisting with client maturities
Minimum & ideal qualifications:
  • Matric certificate
  • Tertiary qualification would be an advantage
  • Studying towards CFP will be a bonus, but not a requirement
Minimum & ideal previous experience:
  • Prior experience in Investment administration and/or CFP
Other
  • Own transport
  • Must speak Afrikaans and English fluently
Package & RemunerationR20,000 neg (depending on experience and qualifications)More information:We currently work remotely with only 1 office day a week – for the first 3 months, the candidate will be at the office a lot, thereafter flexi hours will be implemented if we see the candidate can work independently.Interested?Please send your CV to hr1@peopledimension.co.za

People Dimension