Unit Trust Administrator

Yazoo Recruitment; Cape Town; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading recruitment agency is seeking a Unit Trust Administrator in Constantia, Cape Town. The ideal candidate will have a business-related qualification and at least 3 years of experience in the financial services industry, specifically in Unit Trusts. Responsibilities include managing client transactions, ensuring compliance with regulations, and maintaining client relationships. This role requires excellent communication skills and the ability to work outside of business hours when necessary.

Qualifications

• Minimum 3 years’ experience in financial services specific to Unit Trusts.
• Experience with Collective Investment Schemes required.
• Valid license and own transport essential.

Responsibilities

• Capturing and approving instructions into the internal system.
• Ensure compliance with FICA requirements.
• Manage professional client relationships via telecommunication.

Skills

Communication skills

Client interaction

Data processing

Education

Business related degree

Matric

Job description

Unit Trust Administrator required in Constantia, Cape Town.

Unit Trust Administrator, preferably with a business related qualification and minimum 3 years’ Collective Investment Scheme experience, required to provide support to the Asset Management Department. Interact with clients to handle complaints, process and authorise client transactions and provide product information and excellent service to clients.

Minimum requirements:

• Matric
• Business related degree preferred
• Minimum 3 years financial services industry required – specific to Unit Trusts
• Collective Investment Scheme experience required
• Excellent communication skills – written and verbal
• Valid licence and own transport essential
• Must be willing to work outside of business hours and weekends when required

Responsibilities:

• Capturing/approving instruction into internal system
• Ensure all FICA requirements are met and complied with
• Accurate processing of client and transaction data
• Manage professional client relationships via telecommunication
• Queries
• Maintain internal relationships with all departments and stakeholders
• Provide quality feedback to all stakeholders
• Process daily client transactions
• Examen captured instruction for accuracy
• Maintain records for all transactions
• General reporting
• Upload files and release payments

If you are an SA citizen & your CV meets the above criteria, please send your CV.