Client Services/Investment Administrator
Ability Recruitment · Cape Town, Western Cape
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We focus on perfection, on finding the absolute top executive for your recruitment needs. Where other agencies may hire for every role within an organization or across a number of verticals, we have selected to remain within specific industries.
Our niche approach ensures that we know and understand your requirements and have the right relationships and expertise to find the perfect executive or perfect placement for every candidate.
Job Description
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
Posted By
Jessica Jones