Investment Administrator – Pinelands Cape Town

Our client, a professional financial planning and investment company based in Pinelands, is seeking an Investment Administrator with as few years in the financial planning industry, to join their team.

Key Responsibilities:

  • Capturing personal and financial information timeously and accurately
  • Completing and submitting application forms on behalf of new and existing clients
  • Following up with insurers and investment houses to ensure administrative efficiency
  • Keeping clients continuously updated on administrative processes and status quo
  • Adhering to compliance and practice management standards set out by the organisation
  • Liaising internally with financial planners and para-planners to ensure the smooth implementation of financial solutions
  • Building relationships with clients, colleagues and service providers

Skills and Key Attributes:

  • Must be proficient in MS Office, specifically Outlook, Word and Excel
  • Must be willing to use cutting-edge technology in the workplace
  • Excellent written and verbal communication
  • Strong interpersonal and relationship-building skills
  • The willingness to work as part of a team within a dynamic organisation

 

Apply & upload CV now