To provide a high level of client investment service and administrative support to the team by ensuring timely processing of investment instructions and by being proactive and supportive in responding to client and business administrative enquiries and tasks.
Join our dynamic Investment Operations team and play a key role in delivering high-quality service across payments billing reporting investment administration valuations tax reporting onboarding and dealing. These functions will not be performed simultaneously every day. The purpose is to be fully cross-skilled across all the functions within operations over time.
Qualifications :
Type of Qualification: BCom or Similar
Field of Study: Investment Administration
Experience Required
Asset & Portfolio Management
Investment & Asset Management
1-2 years experience in investment administration including receipt of client orders payments risk reporting FXs corporate actions trade capture and settlements. Experience in transaction or client monitoring with knowledge of investment systems.
Additional Information :
Behavioural Competencies:
- Following procedures and upholding standards
- Teamwork and communication
- Embracing change and showing composure
- Attention to detail and proactive problem-solving
- Time management and meeting deadlines.
- Positive attitude and showing resilience
Technical Competencies:
- Account Opening & Maintenance
- Attitude of Customer Experience
- Banking Process & Procedures
- Client Servicing
- Deal or Trade Life Cycles
- Heart of Customer Experience
- Mind of Customer Experience
Remote Work :
Yes
Employment Type :
Full-time
To provide a high level of client investment service and administrative support to the team by ensuring timely processing of investment instructions and by being proactive and supportive in responding to client and business administrative enquiries and tasks. Join our dynamic Investment Operations t...
To provide a high level of client investment service and administrative support to the team by ensuring timely processing of investment instructions and by being proactive and supportive in responding to client and business administrative enquiries and tasks.
Join our dynamic Investment Operations team and play a key role in delivering high-quality service across payments billing reporting investment administration valuations tax reporting onboarding and dealing. These functions will not be performed simultaneously every day. The purpose is to be fully cross-skilled across all the functions within operations over time.
Qualifications :
Type of Qualification: BCom or Similar
Field of Study: Investment Administration
Experience Required
Asset & Portfolio Management
Investment & Asset Management
1-2 years experience in investment administration including receipt of client orders payments risk reporting FXs corporate actions trade capture and settlements. Experience in transaction or client monitoring with knowledge of investment systems.
Additional Information :
Behavioural Competencies:
- Following procedures and upholding standards
- Teamwork and communication
- Embracing change and showing composure
- Attention to detail and proactive problem-solving
- Time management and meeting deadlines.
- Positive attitude and showing resilience
Technical Competencies:
- Account Opening & Maintenance
- Attitude of Customer Experience
- Banking Process & Procedures
- Client Servicing
- Deal or Trade Life Cycles
- Heart of Customer Experience
- Mind of Customer Experience
Remote Work :
Yes
Employment Type :
Full-time
View more
View less