Permanent Offshore Account Administrator

General Details
Location:
, OtherNorthern Suburbs
Advertised By: Agency
Job Type: Full-Time
Description
A successful financial services company based in the Northern Suburbs is seeking to employ an experienced Offshore Account Administrator to join their team. The main function of this role is the opening and administration of offshore investment accounts on a major International platform. The role will involve administrative duties and client interaction.
Skills & Requirements:



Relevant BCom Degree


Relevant market experience


Proficient in MS office


Experience in stockbroking or financial services industry


Excellent understanding of account management roles and responsibilities


Understanding of Fica / Compliance will be beneficial


Analytical and problem-solving skills and ability to follow through processes to closure


Excellent oral, written communication skills, good presentation skills with focus on effective information dissemination


Excellent sense of ownership


Attention to detail


Must be able to perform well under pressure





Responsibilities:



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.


Fica requirements of new accounts.





Please forward your CV to [email protected]

Please indicate what your salary expectations are?

Please note that only shortlisted candidates will be contacted.

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