Investment Administrator (12 MONTH CONTRACT) - CAPE TOWN
Ultimate Search Consultants
CapeTown, South Africa
4d ago
source : Job Placements

Working in a LISP environment administration

Upfront compliance of all instructions which includes FICA and FATCA verification for all new investments

Daily capturing of new client investments, unit transfers, switches, disinvestments and changes to client static details

Main focus would be on discretionary products namely Endowments, Tax Free Savings Accounts and unit trust and ETF investments

Responsible for maintaining detail notes on all cases assigned and regular follow up for any outstanding requirements

Collaboration between the administration team and the Client Service Team

Maintain a good internal department relationship to ensure that you get the maximum support collaboration

Understand and adhere to the appropriate policies, standards and procedures applicable to the role

Understand and manage risks and risk events relevant to the role and immediately report any findings

Requirements

BCom or equivalent undergraduate degree / diploma is preferable

  • At least 3-5 years experience in the Linked Investment Service Provider (LISP) environment administration is preferable;
  • Experience in the following Financial Services industries is an advantage :

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