Technical Investment Administrator
- Full time
- @Bridgena Barnard Personnel group posted 3 months ago
- Posted : 8 December 2023 -Accepting applications
- Salary: R55,000.00 - R85,000.00 / Month
Career Level Qualified / Experienced
Experience 7 Years
What we do Accounting / Banking & Finance
Qualifications Grade 12 / MatricPractical experience only
Our client is a reputable financial services company operating in the Gauteng region. With a focus on investment administration, they provide exceptional financial solutions to their clients.
Their commitment to delivering high-quality services and their strong performance in the investment sector make them a sought-after employer.
A dynamic and experienced Technical Investment Administrator is sought to join our client’s team. As a Technical Investment Administrator, you will play a crucial role in the investment reporting environment, ensuring accurate and efficient administration of investment portfolios.
This position offers an exciting opportunity to contribute to the success of a performing investment business.
Duties and Responsibilities:
- Manage and administer investment portfolios, ensuring accurate and timely reporting.
- Utilize investment administration systems such as AIMS, SMAC, InvestOne, HiPort, EagleOne, etc.
- Monitor asset-based taxes, including Capital Gains Tax and Dividend Withholding Tax.
- Collaborate with internal teams to ensure seamless execution of investment transactions.
- Perform regular reconciliations and resolve any discrepancies or issues.
- Generate investment reports and statements for clients and stakeholders.
- Stay updated with industry regulations and compliance requirements.
- Provide support to clients and address any inquiries related to investment administration.
- Conduct quality checks to ensure data accuracy and integrity.
- Stay informed about market trends and investment products to provide informed advice.
Qualifications and Experience:
- Matric qualification is essential.
- Commerce degree or relevant qualification.
- 7-10 years of experience in the investment administration reporting environment.
- Experience with interlink or any pooled fund administration will be advantageous.
- Strong knowledge of investment administration systems.
- Familiarity with asset-based taxes, such as Capital Gains Tax and Dividend Withholding Tax.
- Attention to detail and strong analytical skills.
- Excellent communication and interpersonal skills.
The successful candidate will receive a competitive monthly basic salary ranging from R55,000 to R85,000, negotiable based on experience and qualifications.
Share this job with friends and relativesSorry, Applications have been closed.