Job Description

Our client, a leading Wealth Management Company, is seeking an Investment Administrator to join their team on a contract basis. This role is responsible for preparation and processing of a wide variety of client transactions and is ideally suited to someone with prior investment administration experience. 

Responsibilities:

Preparation and processing of all client transactions (investments, repurchases, debit orders etc) Processing of any instructions relating to broker appointments or changes, any policy holder changes, particulars, etc Processing of Pension and Provident fund transfers Managing annual income renewals for Living Annuities Recording of client transactions on portfolio management system Periodic investment valuation updates on portfolio management system for client reporting purposes Managing broker queries for clients' investments with product providers

Requirements:

BCom degree or equivalent tertiary qualification  Previous investment administration experience - minimum of 2 years preferred

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