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A leading financial institution in Johannesburg is seeking a dedicated professional for a role in investment administration. The ideal candidate will provide high-level client investment service, support investment operations, and manage various tasks including payments and reporting. Requires a BCom or similar qualification and 1-2 years experience in investment administration.
Insurance & Asset Management
ZA, GP, Johannesburg, 30 Baker Street
To provide a high level of client investment service and administrative support to the team by ensuring timely processing of investment instructions and by being proactive and supportive in responding to client and business administrative enquiries and tasks.
Join our dynamic Investment Operations team and play a key role in delivering high-quality service across payments, billing, reporting, investment administration, valuations, tax reporting, onboarding, and dealing. These functions will not be performed simultaneously every day.
Type of Qualification : BCom or Similar; Field of Study : Investment Administration. Experience Required – Asset & Portfolio Management, Investment & Asset Management. 1-2 years experience in investment administration including receipt of client orders, payments, risk reporting, FXs, corporate actions, trade capture and settlements.
Following procedures and upholding standards; Teamwork and communication; Embracing change and showing composure; Attention to detail and proactive problem-solving; Time management and meeting deadlines; Positive attitude and showing resilience.