Job Description: Investment Administration Specialist

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

Responsibilities

• Interact with clients, managing relationships and providing client services.
• Accurately, timely, and efficiently implement the wealth management function as instructed by relevant wealth managers.
• Handle investment administration matters including Unit Trusts, Share Portfolios, Offshore Investments, Cash Management, and Forex payments.
• Process client queries and instructions.
• Administer all Investment and risk products.
• Maintain the CRM system.
• Prepare and distribute Tax statements, monthly, and quarterly statements.
• Manage administrative documentation and detailed records.
• Build and maintain good working relationships.

Minimum Requirements

• Grade 12 or NQF5 Wealth Management relevant BCom Degree in Financial Planning or Investment Management (advantageous).
• 3-5 years of relevant administration of investment business within a brokerage (essential).
• Proficient in both spoken and written English and at least one other South African language.

Competencies Required

• Ability to work effectively as part of a team.
• Attention to detail.
• Ability to work under pressure.
• High communication skills (verbal and written).
• Willingness to learn and take instruction.
• Time management skills.
• Open to engaging with clients.
• Computer literacy, proficient in Microsoft Office suite, including advanced Excel.