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)
