Investment Administrator jobs

CDW delivers high-performance commercial services and solutions across both the private and public sector. With extensive experience in the public sector and a position on all relevant frameworks, we help customers minimise risk, working consultatively with them to maximise quality of service delivery and deliver real value against savings targets. Operating from 4 international hubs, CDW deliver...

What will you do?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduci...

Responsibilities:Receptionist answering the switchboard, transferring calls, and taking messagesGeneral typingAssisting with administration relating to Employee Benefit SchemesService and maintain existing clients and their records on Wealthcraft, the Retirement Cash Flow Forecaster and the Asset Allocation as is required by FAISComputer data base on Wealthcraft to be kept updated whenever a chan...

Job DescriptionTo provide efficient and effective administration supportDemonstrate cost consciousness and awareness of personal contribution to costs and productivityIdentify and escalates potential risks that may lead to increased costsPrevent wastage and identify process improvements to contain and reduce costsProvide operational support related to activities and initiatives that contribute to...

Responsibilities: Receptionist answering the switchboard, transferring calls, and taking messages General typing Assisting with administration relating to Employee Benefit Schemes Service and maintain existing clients and their records on Wealthcraft, the Retirement Cash Flow Forecaster and the Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be kept updated whenever a...

These jobs were popular with other job seekersA leading asset manager based in Cape Town is in search of a Fund Accountant to join their dynamic team. The ideal individual will be someone who is able to foster meaningful relationships, and be someone who is continuously looking at ways to improve business processes. Responsibilities: Work alongside portfolio managers, investment directors and pri...

Job DescriptionTo support front office teams with confirmations, settlements and reconciliations across the various product sets. Demonstrate cost consciousness and awareness of personal contribution to costs and productivity. Identify and escalates potential risks that may lead to increased costs. Prevent wastage and identify process improvements to contain and reduce costs. Adhere to Organisati...

Reference: PMB001035-LF-1 Receptionist/Employee Benefits Administrator Pietermaritzburg Our respectable client in Pietermaritzburg is seeking a Receptionist/Employee Benefits Administrator to join their team. Responsibilities: Receptionist answering the switchboard, transferring calls, and taking messages General typing Assisting with administration relating to Employee Benefit Schemes Service an...

Click and Apply a filter in order to Edit it. All Regions C C#Java.Net Any Contract Full Time Part Time Any Distance 5 km 10 km 20 km 30 km 40 km 100 km 100 km 1 Banking jobs in Johannesburg on Job MailNo more jobs available matching your search. Verified Ad Administrator- Investments AdministrationTo provide Investment Administration services to institutional clients by applying compliance and a...

Performing a wide range of administrative and support activities which require methodical and meticulous thinking in order to generate and monitor all Life New business transactions, risk, pre- & post-retirement and investment plans, following the new business process to ensure the successful finalization and issue of all new business, whilst working hand-in-hand with the Financial Advisors and s...

Job DescriptionHello Future IT Asset Administrator Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the ti...

About UsFNZ SA provides outsourcing and technology services to the retail investment market, as well as a unique wealth management platform and administration solution to enhance the customer experience.Effective administration of wealth management products requires resources with specialized knowledge and access to leading edge technology.FNZ's strategy is to build a sustainable and profitable B...

Support the Wealth Relationship Managers within Wealth and Investment in maintaining the assets under management and providing financial planning support where applicable, by maintaining a service based relationship which is credible and trustworthy.To ensure that the support team fulfil day-to-day operational activities, and manage projects that impacts the area, so that service excellence is up...

Qualifications & experience: Matric & NQF Level 5 certification in Long term insurance MS Office Minimum 5 years experience in long term insurance industry (Preferably experience in Xplan) Experience in claims, withdrawals, investment switches, policy services, beneficiary changes, new investment and life assurance applications. Duties: Policy services (debit order, address, cessions, withdrawals...

Officer SPM Trust Administration page is loaded Officer SPM Trust Administration Apply remote type Hybrid locations Sandton time type Full time posted on Posted 2 Days Ago job requisition id R-15964287 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our ...

Job DescriptionTo support front office teams with confirmations, settlements and reconciliations across the various product sets. Demonstrate cost consciousness and awareness of personal contribution to costs and productivity. Identify and escalates potential risks that may lead to increased costs. Prevent wastage and identify process improvements to contain and reduce costs. Adhere to Organisati...

Job DescriptionTo implement and manage operational policies, procedures, risk and compliance processes for a branch environment to mitigate risk and improve operational efficiencies while ensuring excellent customer experiences and satisfactionManaging costs / expenses within approved budget to achieve cost efficienciesDeliver exceptional service that exceeds customers expectations through proact...

Responsibilities: Will be under the Finance Operations team and will be responsible for the financial controls of a LISP, Life Company, CIS Manco, and retirement funds. Prepare daily investment instructions and submit them to various trading platforms. Prepare daily unit reconciliations of investments. Prepare daily banking instructions and ensure payments are accurate. Prepare daily banking reco...

Location: Cape Town, South AfricaDate Posted: Apr 5, 2024 To liaise with and support the Client Directors and Assistant Client Directors in Jersey with the administration and management of their portfolios of trust structures and other corporate entities, in accordance with the relevant documentation and all new and amended legislation, case law and practice regulations. Key Responsibilities: Bui...

Job DescriptionHello Future IT Asset AdministratorWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time...

Officer SPM Trust Administration page is loaded Officer SPM Trust Administration Apply remote type Hybrid locations Sandton time type Full time posted on Posted 2 Days Ago job requisition id R-15964287 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our ...

Job DescriptionTo implement and manage operational policies, procedures, risk and compliance processes for a branch environment to mitigate risk and improve operational efficiencies while ensuring excellent customer experiences and satisfactionManaging costs / expenses within approved budget to achieve cost efficienciesDeliver exceptional service that exceeds customers expectations through proact...

Are you a seasoned tax professional with a keen eye for detail and a passion for numbers? My client is looking for a dedicated Tax Administrator to join their dynamic team in the Northern Suburbs of Cape Town, South Africa. Requirements: 4 to 5 years of minimum experience in tax practice and accounting. Related professional qualification and membership of an accounting/tax body is preferred, or s...

Job Title: Senior Administrator Regulatory Compliance in a LISP Environment Location: City of Cape Town, Cape Town, Claremont Job Type: Permanent, expected to work Full-Time hours Primary Industry: Banking and Finance Qualifications: B Com degree in financial or business management Skills: Regulatory compliance of systems and processes Focus on internal governance with regulatory and business rul...