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Junior Investment Administrator


Job Title: Junior Investment Administrator
Description
Bryanston, Johannesburg Salary R20k – R25k CTC Job Description The Junior Client Services Representative ensures excellent service to the company’s clients. Duties and responsibilities include the on-boarding of clients, acting as a liaison between the client and the company, investment administration, servicing of client’s accounts and ensure service delivery and client satisfaction. Responsibilities and Duties: Update and maintain client accounts Administration of Client Services duties on a day to day basis Serves as an administrative and operational support to the team Assists to develop processed and procedures to improve operational efficiency Co-ordinate the flow of information from the client, to the company and back to the client Proactive in the recognition and identification of potential problem areas and being proactive in resolving this effectively Education, experience and skills: Bachelor’s Degree in Business Management or related field Completion of RE examinations is advantageous FAIS Supervision requirements Certified Financial Planner (CFP) is beneficial to have, but is required in the long term 2-3 years’ experience in an Investment Administration, financial services administration role or customer services role in the financial services industry Experience within a family office background and experience across multiple product providers and investment platforms is preferable Experience working with computers, Microsoft Outlook, Adobe, Salesforce and MS Office (Excel, PowerPoint and Word). Clear and effective communication skills (verbal and written) Action orientated (proactive) Work well under pressure Attention to detail Establish and maintain interpersonal relationships If you have not received any feedback within 2 weeks, please assume that your application was not successful for this particular role.
Details
Job Ref: Junior Investment Administrator
Hours: Monday - Friday
Location: Bryanston, South Africa
Working Term: Permanent
Salary: R20k – R25k CTC
Application Deadline: 07/05/2019
 

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