Financial Services Administrator
Persona Staff
Capetown, South Africa
3d ago
source : Executive Placements

Skills & Requirements :

  • Relevant qualification
  • Relevant market experience
  • Proficient in MS Office
  • Experience in stockbroking or financial services industry
  • Experience with Investec Corporate Cash Management accounts
  • Experience with FSCA compliance
  • Excellent sense of ownership
  • Attention to detail
  • Must be able to perform well under pressure
  • Excellent oral, written communication skills, good presentation skills with focus on effective information dissemination
  • Excellent understanding of general office administration task
  • Analytical and problem-solving skills and ability to follow through processes to closure
  • Responsibilities : Foreign exchange :

    Foreign exchange :

  • Opening of accounts
  • Allocating of deposits
  • Completing of relevant transactional documentation
  • Obtaining statements
  • Stockbroking services :

  • Opening of accounts
  • Allocating of deposits / withdrawals
  • Statement enquiries
  • General Office administration :

  • Assisting with compliance administration
  • General office administration
  • Monthly client invoicing
  • Compiling daily newsletters
  • Other :

  • General office administration assistance
  • Technical assistance for admin related queries on accounts
  • Billing & Invoice related activities
  • Coordinate & follow-up with multiple teams including clients and service providers
  • Meet time deadlines for accounts
  • Compliance assistance (administrative)
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