reconciling investment positions. You'll enjoy the challenge of managing various administrative tasks independently
Provide administrative services to the Unit in support of new business, client servicing, portfolio requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and distribution to monitor Unit p
This position is within the Retail Division of our client's business. The job requires the candidate to work actively within a team but also independently. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the cas
Have you started your career in investment administration and keen to get more involved in operations
EXPERIENCE IN TRANSFER AGENCY SERVICES/INVESTOR ADMINISTRATION OF ASSET MANAGEMENT INDUSTRY IS ESSENTIAL Responsible for the operations of the H4 Collective Investment Scheme portfolios. Review investor application, redemption, switch, top-up and transfer instructions for accuracy and completeness.
This position is within the Retail Division of our client's business. The job requires the candidate to work actively within a team but also independently. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the cas
EXPERIENCE IN TRANSFER AGENCY SERVICES/INVESTOR ADMINISTRATION OF ASSET MANAGEMENT INDUSTRY IS ESSENTIAL Responsible for the operations of the H4 Collective Investment Scheme portfolios. Review investor application, redemption, switch, top-up and transfer instructions for accuracy and completeness.
reconciling investment positions. You'll enjoy the challenge of managing various administrative tasks independently
and author on retirement and investments. As a Portfolio Administrator, you will support Portfolio Managers
- Hybrid post. Manager needed for an Investment Administration department Gauteng or Cape Town - Hybrid Hybrid post. Manager needed for an Investment Administration department Matric Commerce degree or qualification advantages 7 – 10 years experience in the Investment Administration reporting environment Interlink or any