Administrator

Centurion, Gauteng, South Africa

Job Summary Our client in the wealth and investment industry is looking to employ a strong Office Administrator in Midstream, Centurion.

SKILLS

Strong computer skills (Excel, Outlook, Powerpoint, Word, various trading platforms, various research programs)
Professional, proactive, efficient, reliable
Strong attention to detail
Client centric, confident when communicating with clients
Sound inter-personal skills, friendly, good telephone manner
Strong communication skills
Must be able to work under pressure
Experience with FICA and compliance matters

DUTIES

Have/Develop an understanding of the portfolio management business
Client servicing
Client administration
Co-ordinating client meetings, presentations and travel arrangements
Client onboarding (including FICA and compliance)
Marketing maintenance
Maintaining records and files
Preparation of client portfolio feedback packs
Assisting portfolio managers with administration
Staying abreast of global best practise as it relates to investments, products, risk management and operations

Rad Resources

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