Absa Bank is recruiting for Administrator Investment

This position will provide specialist advise & support in the collection & analysis of investment information that enables decision making & provide a sound basis for recommendation formulation, through the execution of predefined objectives as per agreed SOPs.

Closing date: Ongoing

Location: Cape Town

Job Description

Key Accountabilities:

  • Download and organize financial reports and correspondence from Funds, managers, delivered to the team email account
  • Maintain and organize client contact information in CRM
  • Maintain storage and organization of client documents

  • Undertake general administration duties including arranging meetings on behalf of the team and booking meeting rooms
  • Review specific types of investment recommendations and determine the most appropriate action
  • Enhance and build strong and long lasting relationships with beneficiaries/clients in relation to the transaction types providing excellent customer service

  • Work is prepared and completed in line with the procedures, deadlines and policies in place
  • Complete Investment subscriptions, redemptions and switches within and between fund managers and managed accounts including foreign exchange
  • Actively manage the integrity of the data by implementing data scrubbing and consolidation procedures

  • Assisting with the day-to-day queries from Front Office, escalating issues to relevant internal parties when necessary managing expectations to ensure any problems are addressed and solutions agreed
  • Assist in developing controls and procedures and promote innovative methods/system approaches to meet business needs

Role / Person Specification

  • 2 – 3 years of experience in a similar environment at junior specialist level
  • Advanced Diploma or Bachelor’s degree (Finance major)

EducationHigher Diplomas: Business, Commerce and Management Studies (Required)

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