EE Client Administrator (Expired)

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EE Client Administrator

Up To R260,000 Per Annum CTC Incl Benefits

Cape Town (Cape Town), South Africa (Western Cape)
Permanent skilled level position at Asset management concern in the Financial (Investment) industry.
Benefits: normal.


Posted by Premier Personnel on 24/02/2012 Ref #041 CJ Ref# 1362040

Asset management concern seeks to fill the above mentioned role.

- Professional liaison with clients (new clients, restructures, performance, off-market trade queries etc)
- Effective query management and resolution
- Client reporting (adhoc, daily, monthly, quarterly, annual - including report generation)
- Ensuring daily control procedures adhered to
- Prompt investigation and management of cash, scrip reconciliation issues to resolution
- Liaison with investment operations, Client Managers, PMs, performance & attribution
- Effective liaison with back office administrator
- Provide information/support to Client Managers
- Checking monthly, quarterly investment statements and performance reports
- Updating of CRM system
- Mandate & FICA Monitoring
- Contribution to ad hoc projects aimed at streamlining processes
- Identifying efficiencies in processes

 Requirements:

- B Comm / B Bus Sci or other similar degree or qualifications
- Client relationship management in the investment management industry or
- 2-3 years back office experience within the investment management industry, preferably in a role that required client interaction. Would also consider candidates from an accounting or - consulting background.
• Financial market knowledge (instruments and products)
• Financial accounting
• MS Excel (Advanced)
• Numerate

Unfortunately this job has expired and you can no longer apply for it.
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