Job Description

I am seeking a Unit Trust Administrator for one of my clients, a Financial Services company. The suitable individual will have strong client services skills and a minimum of 3-5 years’ experience within the financial services sector.

Responsibilities:

• Capturing / Approving instructions into the internal system
• Ensuring that all FICA requirements are complied with
• Accurate processing of client and transaction data
• Attending to internal and external queries, and queries from clients
• Maintaining good internal relationships with various departments
• Processing of all daily client transactions
• Performing validations on incoming client instructions
• Examining captured instructions for accuracy
• Maintaining records of all interactions with clients
• General Reporting
• Uploading files and release payment

Requirements:

• Matric, Degree in Business Relates
• Minimum of 3 to 5 years’ working experience within the financial services industry
• Minimum Experience: +/- 5 years Collective Investment scheme experience
• Must have demonstrable experience of working in support of a senior individual and understand the need for confidentiality
• Sound administration experience
• Excellent verbal and written communication skills (English and Afrikaans)
• Experience working on AWD, specifically Silica systems would be an advantage
• Strong client services skills
• Driver license with own reliable transport

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.