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Broker Administration Assistant

Broker Administration Assistant

The Globevest GroupPretoria, South Africa
30+ days ago
Job type
  • Quick Apply
Job description

Salary : Market related

Location : Pretoria

Job type : Permanent

Industry : Financial Services

Reference Number : MJ.BAA.AWM.20082025

COMPANY DESCRIPTION :

Our client is a Financial Planning and Investment business based in Pretoria and they are looking for a Broker Administration Assistant to join their team as soon as possible.

JOB DESCRIPTION :

The person will provide administrative support to the Financial / Investment Advisors including, handling follow up correspondence with clients, third party providers and product houses. The person will need to liaise with internal departments / product houses to ensure that investment instructions are timeously and accurately actioned.

MAIN DUTIES & RESPONSIBILITIES :

  • Collating all necessary documents in relation to administration of investment instructions, preparation and capturing of same on internal systems
  • Handling electronic and hard copy filing relating to investment administration and advisory record keeping as stipulated by FAIS and FICA and ensuring that all investment instructions are compliant
  • Client liaison : Attending to ad resolving all queries directly with clients
  • Liaising with internal / external investment admin and support departments
  • Maintaining the Client Management system and data capture of investments and instructions
  • Collating all clients monthly and quarterly reporting
  • Providing general admin support : typing, filing, scanning, etc. of client correspondence

EDUCATIONAL REQUIREMENTS :

  • Matric
  • Relevant tertiary qualification in Business / Economics / Finance will be an added advantage

    • EXPERIENCE AND SKILLS REQUIRED :

  • 3 - 5 Years experience in a similar position with proven track record
  • Investment / life / medical knowledge will be beneficial
  • Computer literate : MS Office and Excel Intermediate level
  • Ability to work independently, attention to detail and excellent organisational skills, including problem solving and initiative
  • Fully bilingual in English and Afrikaans
  • Strong time management and prioritization skills
  • Ability to work independently or as part of a team and under general supervision of the Admin Manager
  • Drivers license and own transport essential

    • POPIA

    By Submitting your CV, you confirm that :

  • We may retain your personal information in our database for future matching.
  • We may contact you when suitable opportunities arise.
  • The information you have provided to us is true, correct and up to date.

    • We endeavour to reply to each and every application, however, should you not hear back from us within 14 days please consider your application unsuccessful.

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    Administration Broker • Pretoria, South Africa