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ADMINISTRATOR (INVESTMENT & FINANCIAL PLANNING) - 370229
ADMINISTRATOR (INVESTMENT & FINANCIAL PLANNING)
Accounting / Auditing / Banking / Finance / Insurance
Wage / Salary:
R - Market Related - P/M (Per Month)
Based in Pmb, for an investment company, ideally the person must have a B Com Degree and be proficient in Excel.
Update monthly review list on excel
Compile investment reviews (approximately 80 per month)
Generating FAIS for new investments and annually for reviews
Investment Admin Support from time to time
Client and Product Management on database. Checking new investments are reflecting/importing onto the system
Desired Experience & Qualification
B Com Degree with experience or a graduate
Must have excellent excel skills
Excellent communication skills
Strong attention to detail
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