Investment Administrator - Pretoria
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 instructionsImplementation of all investment related instructionsAssist with all servicing on investmentsDoing withdrawals, additional contributions, new business, and replacementsImplement retirementsImplement proposalsSustainability calculations (and other investment calculations)Understanding tax rules – be able to explain them to the clientsLiving Annuity revisionsAssisting with client maturities Minimum & ideal qualifications: Matric certificateTertiary qualification would be an advantageStudying towards CFP will be a bonus, but not a requirement Minimum & ideal previous experience: Prior experience in Investment administration and/or CFP Other Own transportMust 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 https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yOTU0ODY2ODA2P3NvdXJjZT1ndW10cmVl&jid1208276&xid2954866806
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