Investment Administrator at PSG Konsult Ltd

Job description:

• The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.

Responsibilities:

• Interaction with clients (management of relationships and providing client services)
• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
• Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
• Processing client queries and instructions
• Administering all Investment and risk products
• Maintaining CRM system
• Preparing and distributing Tax statements as well as monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships

Minimum Requirements:

• Matric
• Relevant BCom Degree in Financial Planning / Investment Management (Advantageous)
• 2- 5 years’ relevant administration of investment business
• Computer literacy (MS Office – Advanced MS Excel)