Investment Administrator


Introduction A leading Financial Services company based in Irene, Pretoria in looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesPreparing all documentation for Investment related instructionsImplementation of all investment related instructionsAssist with all servicing on investmentsDoing withdrawals, additional contributions, new business, and replacementsImplement retirementsImplement proposalsSustainability calculations (and other investment calculations)Understanding tax rules be able to explain them to the clientsLiving Annuity revisionsAssisting with client maturitiesMinimum & ideal qualifications:Matric certificateTertiary qualification would be an advantageStudying towards CFP will be a bonus, but not a requirementMinimum & ideal previous experience:Prior experience in Investment administration and/or CFPOtherOwn transportMust speak Afrikaans and English fluentlyPackage & RemunerationR20, 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?
Posted
05/05/2022
Location
Johannesburg, GT, ZA