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.