Administrator, Investments Operations
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About the role
To play a key role in delivering high-quality service across payments, billing, reporting, investment administration, valuations, tax reporting, onboarding, and dealing. These functions will not be performed simultaneously every day. The purpose is to be fully cross-skilled across all the functions within operations over time. Type of Qualification: Secondary/High school/A levels/Matric Matric (minimum); Tertiary qualification (essential); BCom or similar degree in Investment Administration (preferred) Experience Required Asset & Portfolio Management Investment & Asset Management 3 - 4 years Experience in investment administration including receipt of client orders, payments, risk reporting, FX's, corporate actions, trade capture and settlements. Experience in transaction or client monitoring with knowledge of investment system. Behavioural Competencies: Following procedures and upholding standards Teamwork and communication Embracing change and showing composure Attention to detail and proactive problem-solving Time management and meeting deadlines. Technical Competencies: Account Opening & Maintenance Attitude of Customer Experience Banking Process & Procedures Client Servicing Deal or Trade Life Cycles Heart of Customer Experience Mind of Customer Experience
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