Senior Investment Administrator

Introduction

A leading and well-established company withing the wealth management and financial services sector, based in Silver lakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.

Duties & Responsibilities

• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant Wealth Manager.
• Interaction with clients (management of relationships and providing client services).
• As it relates to all business entities - Individuals, Trusts and Companies:
• Accurate implementation and maintenance of new and existing business.
• Processing of applications as they relate to the broader financial planning and wealth management.
• Investment administration matters including but not limited to:
• Unit Trusts
• Share Portfolios
• Offshore Investments
• Cash Management
• Projects as per instru...