Remote Part-time Investment Administrator

Western Cape
R260-320 per hour
Permanent
Part-time

8 days ago

Job Description :A financial services firm is looking for a part-time Investment Administrator with solid experience within the wealth management and or financial planning industry. This opportunity is working as an Independent Contractor and offers remote and flexible hours working 2 hours per day.Please note: Even though this opportunity is offering fully remote working the successful candidate must be located in the Cape Peninsula or Winelands and willing to attend face-to-face meetings monthly.Responsibilities:Administration and coordination of the process of transferring clients from one CRM platform to another.Collection and collation of client data (FICA and KYC information) needed to complete the onboarding processClosely follow the process proposed by the new platform to transfer and migrate clientsCreate online quotationsClient liaison via email and telephoneLiaise with service providers via email and telephoneAdhering to in-house policies and processes relating to the transfer of clientsAssisting and completing the necessary forms to open new accounts or change the advisor on existing accountsReporting weekly on the progress of the client transfer projectAd-hoc support to other projects i.e. the collection, checking and filing of all client information that is needed for fiduciary purposes and comprehensive estate planning for clients.Requirements

Grade 12

SA Citizen

Tertiary qualification in administration

RE1 or RE5 qualification beneficial

Minimum of 5 years' administration experience in a financial firm advisory or investment firm

Full understanding of FAIS and FICA requirements
Fully bilingual and fluent in both English and Afrikaans both verbal and written

Own fully functioning home office, which can be shut off from noise and includes the following: Desk, chair, (computer to be supplied by the Employer), cell phone, internet Fibre or ADSL with a speed of faster than 20/MBS.

Attention to detail

Excellent communication skills

Ability to communicate at all levels within an organisation

BenefitsRemote, work from home.Must be located in the Cape Peninsula or Winelands and willing to attend face-to-face meetings from time to time.

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