Client Services/Investment Administrator

Job Description - Client Services/Investment Administrator

An investment management firm based in Cape Town is looking for a dynamic individual to join the team as a Client Services/Admin Assistant to the Investment team.

Client administration and
processing
Preparing and managing clients' documentation
Liaising with clients, banks,
investment platforms and service providers
Following up on outstanding
requirements and ensuring matters are completed
General office and
administrative support
Completing forms
Managing incoming calls and
welcoming clients
Assisting with investment and
transaction administration
Maintaining accurate records
and ensuring a high level of confidentiality

Requirements

Matric
2+ years of relevant
experience, particularly from financial services, wealth
management, private banking, fiduciary, legal, accounting, professional
services or a similar environment
Knowledge and experience in a financial advisory environment (highly advantageous)
Knowledge of Financial Planning principles including Life Insurance, Estate, Retirement and Tax Planning (highly advantageous)

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Client Services/Investment Administrator

Job Description - Client Services/Investment Administrator

Requirements

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