Summary Job Description

  1. Process new share portfolios
  2. Process trades through our systems for local, offshore and unit trust portfolios as well as Endowment policies.
  3. Reconciliation of clients accounts/portfolios to their bank statements/ third party statements.
  4. Handle client enquiries, general matters, filing and all other administrative tasks within the Investment team.

Qualification required

Matric with accounting and 1 years bookkeeping/ relevant administrative experience. Experience working in a stock broker environment will be an advantage.

Skills and competencies required

  1. Accuracy and attention to detail
  2. Planning and organizing
  3. Ability to meet deadlines and work under pressure
  4. Adaptable and flexible
  5. Ability to work with figures
  6. Must be able to follow administrative procedures and enjoy dealing with various forms of documentation
  7. Sound computer skills, particularly in Ms Word and Ms Excel to utilise Excel formulas.
  8. Good communication and interpersonal skills.

To apply, please complete online application below.