Investments Administrator

Vacancy Details

  • Career Level Qualified / Experienced
  • Experience 2 Years
  • What we do Accounting / Banking & Finance
  • Qualifications Certificate level

Job Description

Our client, a reputable financial services company based in Westville, specializes in investment management and advisory services. With a strong track record and a commitment to delivering exceptional financial solutions, our client is a trusted partner for individuals and organizations seeking to grow and protect their wealth.

Our client is looking for an experienced Investments Administrator to join their dynamic team. As an Investments Administrator, you will play a crucial role in managing investment portfolios and providing administrative support to the investment team.

If you have a strong background in dealing with investment products such as Alan Grey, Investec, Old Mutual, and others, we encourage you to apply. This is an exciting opportunity to contribute to our client’s success in the financial industry.

Responsibilities:

  • Conduct comprehensive investment administration tasks, including processing investment transactions and maintaining accurate records.
  • Collaborate with the investment team to ensure the efficient management of client portfolios.
  • Monitor investment performance and communicate updates to clients.
  • Prepare investment reports, including performance summaries and investment analysis.
  • Assist in the preparation and submission of regulatory compliance documents.
  • Coordinate with various stakeholders, such as custodians and fund managers, to ensure smooth investment operations.
  • Provide exceptional client service by promptly responding to inquiries and resolving issues.
  • Stay updated on investment products, market trends, and industry regulations.
  • Participate in investment-related projects and initiatives.
  • Contribute to the continuous improvement of investment processes and procedures.

Qualifications and Experience:

  • A minimum of 2 years of experience as an investment administrator or in a similar role within the financial services industry.
  • Sound knowledge of investment products, including Alan Grey, Investec, Old Mutual, and others.
  • Proficiency in investment administration systems and software.
  • Strong attention to detail and accuracy in managing investment data and documents.
  • Excellent organizational and time management skills to meet deadlines in a fast-paced environment.
  • Effective communication and interpersonal abilities to collaborate with team members and clients.
  • A commitment to maintaining the highest standards of ethics and professionalism in the finance industry.

To apply for this position, please email your CV today. We value diversity and encourage candidates from all backgrounds to apply. Join our client’s team and contribute to their mission of delivering exceptional investment solutions to their valued clients.

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