Investment Administrator

Responsibilities: Interaction with clients (management of relationships and providing client services) Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments Processing client queries and instructions Administering all Investment and risk products Maintaining CRM system Preparing… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it. Location: Cape Town City Centre