Unit Trust Administrator, preferably with a business related qualification and minimum 3 years’ Collective Investment Scheme experience, required to provide support to the Asset Management Department. Interact with clients to handle complaints, process and authorise client transactions and provide product information and excellent service to clients.
Minimum requirements:
- Matric
- Business related degree preferred
- Minimum 3 years financial services industry required – specific to Unit Trusts
- Collective Investment Scheme experience required
- Excellent communication skills – written and verbal
- Valid licence and own transport essential
- Must be willing to work outside of business hours and weekends when required
Responsibilities:
- Capturing/approving instruction into internal system
- Ensure all FICA requirements are met and complied with
- Accurate processing of client and transaction data
- Manage professional client relationships via telecommunication
- Queries
- Maintain internal relationships with all departments and stakeholders
- Provide quality feedback to all stakeholders
- Process daily client transactions
- Examen captured instruction for accuracy
- Maintain records for all transactions
- General reporting
- Upload files and release payments
If you are an SA citizen & your CV meets the above criteria, please send your CV to lourie@yazoo.co.za
Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.
If you have not heard from us within a 2 week period, please deem your application as unsuccessful.
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- That you have read and understood our POPI Policy.
- That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.
- Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.
- That the information you have provided to us is true, correct and up to date.