Financial Investment Administrator
Executive Placements · Mamelodi
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Start free — we apply for you →Minimum requirements
• 23 years experience in financial services or investment administration (Matric Essential) • Understanding of investment products and onboarding processes • Knowledge of FICA/AML and regulatory compliance requirements • Strong administrative and organisational skills • High attention to detail and accuracy • Professional communication skills • Sense of urgency Systems & Technical Requirements:
• Microsoft Office 365 (Word, Excel, Outlook, Teams) • Elite Wealth system experience • Workpool system experience • Experience with investment platforms advantageous Key Responsibilities:
• Process and administer new investment applications • Capture and maintain client and investment data on internal systems • Handle and resolve client and intermediary queries professionally • Maintain compliant and audit-ready client files (FICA, FAIS, POPIA) • Prepare client summaries and reports (ad hoc and quarterly) • Support compliance processes and document verification • Provide administrative and operational support to management • Draft professional correspondence and coordinate meetings • Liaise with investment platforms and service providers • Following of KPI's Consultant: AliciaBodenstein - Dante Personnel Pretoria Faerie Glen
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