Investment Administrator

Our client, a leading Wealth Management Company, is seeking an Investment Administrator to join their team on a contract basis. This role is responsible for the preparation and processing of a wide variety of client transactions and is ideally suited to someone with prior investment administration experience. 

 

Responsibilities:

• Preparation and processing of all client transactions (investments, repurchases, debit orders etc)
• Processing of any instructions relating to broker appointments or changes, any policy holder changes, particulars, etc
• Processing of Pension and Provident fund transfers
• Managing annual income renewals for Living Annuities
• Recording of client transactions on portfolio management system
• Periodic investment valuation updates on portfolio management system for client reporting purposes
• Managing broker queries for clients' investments with product providers

Requirements:

• BCom degree or equivalent tertiary qualification 
• Previous investment administration experience - minimum of 2 years preferred

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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