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 & Responsibilities

• Preparing all documentation for Investment related instructions
• Implementation of all investment related instructions
• Assist with all servicing on investments
• Doing withdrawals additional contributions new business and replacements
• Implement retirements
• Implement proposals
• Sustainability calculations (and other investment calculations)
• Understanding tax rules be able to explain them to the clients
• Living Annuity revisions
• Assisting with client maturities

Minimum & ideal qualifications:

• Matric certificate
• Tertiary qualification would be an advantage
• Studying towards CFP will be a bonus but not a requirement

Minimum & ideal previous experience:

• Prior experience in Investment administration and/or CFP

Other

• Own transport
• Must speak Afrikaans and English fluently

Package & Remuneration

R20000 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

Please send your CV to

• Administration
• Finance
• Insurance
• Interest Calculations
• Investments