Cash Management Administrator - Pretoria at BDO South Africa

Description

BDO PTA has a vacancy for a Cash Management Administrator. Reporting to the Operations Manager, BDO Wealth Advisers.

Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following:

• Opening new accounts and processing client payment requests
• Maintaining client FICA records on system
• Liaison with clients, written and verbal requests
• Capturing and maintaining client database
• Personal development and training

Liaison with Wealth & Healthcare Adviser

Requirements

You will be required to have:

• +/- 2 years administration experience
• Grade 12 or equivalent
• Higher Certificate in Financial Planning
• Excellent communication skills
• Computer literacy

This position will require somebody with the following competencies:

• Organisational skills
• Time management ability
• Task driven
• Analytical
• Supportive skills
• Structured