Unit Trust Administrator
Job details:
AA/EE: Will be preferred Employment type: Permanent
Location: Constantia, Cape Town Available: ASAP

Key Responsibilities:
• Capturing / Approving instructions into the internal system
• Ensuring that all FICA requirements are complied with
• Accurate processing of client and transaction data
• Managing professional client relationships via telecommunications
• Attending to internal and external queries
• Maintaining good internal relationships with various departments
• In Time Quality feedback to all stakeholders
• Promote positive team dynamic

Key Activities:
• Processing of all daily client transactions
• Performing validations on incoming client instructions
• Examining captured instructions for accuracy
• Attending to queries from clients
• Maintaining records of all interactions with clients
• General Reporting
• Uploading files and release payment

Key Competencies:
• Attention to detail
• Accuracy
• People skills
• Product knowledge
• Time Management
• Results Orientated

Minimum Requirements:
• Matric
• +- 5 Years Collective Investment scheme experience