Our client in the Insurance industry, has an opportunity available for an Investment Business Administrator, to be based in the Illovo area.

Requirements:

  • Financial industry experience in the investment world essential and not negotiable
  • Minimum 5 years within this finance industry (Investment)
  • RE 5
  • Knowledge of the processing of data in this financial industry with the applicable FAIS and FICA regulation
  • Experience in collating and summarising data

Duties:

  • Assisting paraplanners in preparation of client documentation
  • Onboarding clients as approved and acceptable by the FIC Act
  • Dealing and assisting with client queries

Please note should you not receive a response within 7 days of applying, you may consider your application as being unsuccessful.

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