Investment Administrator - Irene
Introduction A leading Financial Services company based in Irene, Pretoria in looking for an experienced Investment Administrator to join their dynamic team. Duties & Responsibilities Preparing all documentation for Investment related instructions Implementation of all investment related instructions Assist with all servicing on investments Doing withdrawals, additional contributions, new business, and replacements Implement retirements Implement proposals Sustainability calculations (and other investment calculations) Understanding tax rules – be able to explain them to the clients Living Annuity revisions Assisting with client maturities Minimum & ideal qualifications: Matric certificate Tertiary qualification would be an advantage Studying towards CFP will be a bonus, but not a requirement Minimum & ideal previous experience: Prior experience in Investment administration and/or CFP Other Own transport Must speak Afrikaans and English fluently Package & Remuneration R20,000 neg (depending on experience and qualifications) More information: We currently work remotely with only 1 office day a week – for the first 3 months, the candidate will be at the office a lot, thereafter flexi hours will be implemented if we see the candidate can work independently. Interested? Please send your CV to hr1peopledimension.co.za
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