Excellent opportunity for an Investment Administrator Stockbroking to join a reputable financial services business in the Northern Suburbs of Cape Town. The Investment Administrator Stockbroking will be engaged in a variety of tasks including account ownership, project management, coordination, strategic planning, technical assistance, and keeping record of all account related activities. Activities include but are not limited to opening and managing offshore trading accounts, client liaison, FX conversion, FX allocation, tax clearances and compliance. The ideal candidate should have excellent attention to detail as the output of this role needs to be accurate and of a high standard, needs to be a responsible person and must be able to work under pressure. The client will provide adequate training where there is a skills or experience gap. The firm is a Registered Financial Services provider and offer Category IIA financial services to its clients, providing a full range of financial solutions with their primary goal being to ensure that the clients bespoke financial needs and requirements are fully satisfied. Duties and Responsibilities General office administration assistance and handling of client queries Assisting in management of normal and life wrapper account structures (includes but not limited to opening accounts, loading deposits and withdrawals, stock transfers, statement queries, invoicing) Technical assistance for admin related queries on accounts Billing & Invoice related activities Coordinate & follow-up with multiple teams including clients and service providers Meet time deadlines for accounts Compliance assistance (administrative) Investec corporate cash management assistance (includes but not limited to account opening, payments and submitting of Balance of Payment forms for Forex transactions Qualifications and Experience Certificate, Diploma or Degree in finance or law NQF level 6 Minimum of 2 years related experience Experience in stockbroking industry or similar Experience with Investec Corporate Cash Management accounts would be beneficial Experience in the following would be advantageous: Brokerage environment, FX conversion and clearance, Compliance, Accounting. Computer Skills Advanced skills in MS Excel MS Word MS PowerPoint Skills and Attributes Excellent sense of ownership Excellent oral, written communication skills, good presentation skills with focus on effective information dissemination Excellent understanding of account management roles and responsibilities Understanding of the stockbroking industry Analytical and problem-solving skills and ability to follow through processes to closure Must be able to perform well under pressure Attention to detail Analytical and problem-solving skills Ability to maintain confidentiality and exercise extreme discretion Salary: R18k to R30k pm 13th cheque Performance bonus
