Reassembled Job Spec:
? Job Title: Investment Administrator
? Job Level: Junior
? Job Type: Permanent
? Job Location: Somerset West


About the Position:
The responsibilities of the role will include:
• Process all investment types of instructions (new business, switches, withdrawals, transfers, BDA accounts) received from client service within the service level goals
• Ensure that incorrect or incomplete instructions received are escalated back to the relevant client service consultant
• Adhere to all operational processes and minimise operational errors
• Ensure accurate record-keeping and data integrity through processing tasks
• Play a key role in ensuring correct data and correct execution of instructions
• Ensure accurate record keeping through service related administrative tasks.
• Assist with database updates and information maintenance.
• Actively participate in the organisation’s continuous improvement by identifying and proposing solutions to system, process and service related failures
• Deal with queries from client service consultants and other internal stakeholders
• Assist with special projects and assignments as agreed on an ad hoc basis
• Apply TCF principles in daily tasks


In order to be considered the following is required:
• BCommInvestments/ BCommFinance will be a huge advantage
• Experience in the administration of a LISP platform
• 2 years in the financial services industry
• Completed FAIS credits/an advantage not a necessity
• Numeric ability
• Client focused
• Accuracy skills essential
• Strong verbal and written communication skills
• Ability to work under pressure
• Ability to deal with complexity
• Ability to recognise, communicate and assist in solving problems
• Ability to prioritise and function positively under pressure
• Ability to function as part of a team
• Computer literacy, especially Excel