Share Dealer Agent
Select One
Johannesburg, South Africa
6d ago
source : Job Placements

Duties to be executed will include, but not limited to, assisting investors to buy and sell shares without offering specific investment advice, registering new investors on trading platform, verifying existing investors, loading trade instructions received by investors telephonically, and ensuring that FICA requirements are being adhered to before investors enter transactions.

Key Responsibilities :

  • Answering inbound calls from investors to take sales orders and buy bids
  • Assisting investors and prospective investors by answering inquiries and questions with confidence, handling complaints, troubleshooting problems and providing information
  • Assisting walk-in investors and prospective investors with document submission, trade instructions and request information
  • Accurately updating investor information
  • Arranging for the dispatch of forms and information to investors and other interested parties
  • Following up on requests from investors which involves clerical duties like faxing, emailing, posting and filling
  • Taking an interest in and keeping informed about share market trends
  • Collecting, verifying and uploading new investor applications
  • Following up with investors regarding outstanding documentation
  • Identifying and escalating priority issues
  • Following up customer calls when necessary
  • Minimum Requirements

  • Degree (Preferably in Finance)
  • Clear Credit and Criminal Record
  • Minimum of 6 months
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