Financial Investment Administrator
Pretoria (Brooklyn)
R30,000 CTC  (Dending on experience and skillset) Performance-based adjustments may apply 

 

Minimum requirements:

• 2–3 years experience in financial services or investment administration (Matric Essential) 
• Understanding of investment products and onboarding processes 
• Knowledge of FICA/AML and regulatory compliance requirements 
• Strong administrative and organisational skills 
• High attention to detail and accuracy 
• Professional communication skills 
• Sense of urgency

Systems & Technical Requirements:

• Microsoft Office 365 (Word, Excel, Outlook, Teams)
• Elite Wealth system experience
• Workpool system experience
• Experience with investment platforms advantageous

Key Responsibilities: 

• Process and administer new investment applications
• Capture and maintain client and investment data on internal systems
• Handle and resolve client and intermediary queries professionally
• Maintain compliant and audit-ready client files (FICA, FAIS, POPIA)
• Prepare client summaries and reports (ad hoc and quarterly)
• Support compliance processes and document verification
• Provide administrative and operational support to management
• Draft professional correspondence and coordinate meetings
• Liaise with investment platforms and service providers
• Following of KPI's

Consultant: AliciaBodenstein - Dante Personnel Pretoria Faerie Glen
Apply via our website www.dantesa.co.za
Or apply directly on the link below: 
https://webapp.placementpartner.com/wi/vacancy/?id=dante&VacRef=PTA026196&preview=17882907b741df4b35ee546793ff489c

If you do not hear from us within 5 days, please accept that your application was unsuccessful