About the position
Our client in the wealth and investment industry is looking to employ a strong Office Administrator in Midstream, Centurion.
SKILLS
- Strong computer skills (Excel, Outlook, Powerpoint, Word, various trading platforms, various research programs)
- Professional, proactive, efficient, reliable
- Strong attention to detail
- Client centric, confident when communicating with clients
- Sound inter-personal skills, friendly, good telephone manner
- Strong communication skills
- Must be able to work under pressure
- Experience with FICA and compliance matters
DUTIES
- Have/Develop an understanding of the portfolio management business
- Client servicing
- Client administration
- Co-ordinating client meetings, presentations and travel arrangements
- Client onboarding (including FICA and compliance)
- Marketing maintenance
- Maintaining records and files
- Preparation of client portfolio feedback packs
- Assisting portfolio managers with administration
- Staying abreast of global best practise as it relates to investments, products, risk management and operations
Desired Skills:
- Admin
- Strong communication
- Telephone skills
About The Employer:
Our client in the wealth and investment industry is looking to employ a strong Office Administrator in Midstream, Centurion.