Job Title
Investment Administrator
Employment Type
Full Time
Experience
3 to 5 years
Salary
R20000 to R25000
Job Published
05 April 2022
Job Reference No.
2954866806

Job Description

Introduction

A leading Financial Services company based in Irene, Pretoria in looking for an experienced Investment Administrator to join their dynamic team.

Duties & Responsibilities

  • Preparing all documentation for Investment related instructions
  • Implementation of all investment related instructions
  • Assist with all servicing on investments
  • Doing withdrawals, additional contributions, new business, and replacements
  • Implement retirements
  • Implement proposals
  • Sustainability calculations (and other investment calculations)
  • Understanding tax rules – be able to explain them to the clients
  • Living Annuity revisions
  • Assisting with client maturities

 

Minimum & ideal qualifications:

  • Matric certificate
  • Tertiary qualification would be an advantage
  • Studying towards CFP will be a bonus, but not a requirement

Minimum & ideal previous experience:

  • Prior experience in Investment administration and/or CFP

Other

  • Own transport
  • Must speak Afrikaans and English fluently

 

Package & Remuneration

R20,000 neg (depending on experience and qualifications)

More information:

We currently work remotely with only 1 office day a week – for the first 3 months, the candidate will be at the office a lot, thereafter flexi hours will be implemented if we see the candidate can work independently.

 

Interested?

Please send your CV to hr1@peopledimension.co.za

Skills

Industries