Wealth Management, Asset Management, and Financial Planning service company in Pietermaritzburg is requiring an Administrator.
Duties & Responsibilities
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
It is vital that the candidate can integrate well in a team as the person will sit in the middle of the entire review process (between the people liasing with the clients and the people checking the data and compiling the report)
Strong attention to detail and communication skills when dealing with clients. The new person must be able to take instruction as well as manage themselves independently.
Desired Experience & Qualification
Ideally a B Com Degree