Job Description

Responsibilities
- Open new investment accounts at various third party Confirm that the clients details has been recorded correctly.
- Ensure timely and correct investment of and disinvestment from share Check that the Trading Desk as per instruction has placed trades correctly.
- Ensure valid base costs are recorded on share transfers in and rolled over where
- Manage the client details on the portfolio management
- Capture and maintain client
- Link each portfolio/account on the portfolio management system to a Tyrus client
- Ensure the clients preference regarding dividend payout or reinvestment is set up
- Ensure the clients communication preferences regarding broker notes and statements are set up correctly.
- Ensure all restrictions regarding the trading of shares (e.g. for directors, employees, etc.) are captured (loaded on each portfolio not per client).
- Ensure quality of data through periodic clean-up
- Generate a username and password and link the client on the
- Monitor and manage the workflow system and ensure each instruction is executed within a specific timeframe.
- Address queries from Advisors and or Advisory Assistants
- Account for client loans against share
- Liaise externally with third party service
- Liaise internally with members of the Trading Desks and fellow operational
- Perform various ad hoc projects and tasks related to private client security portfolios
Qualifications & Skills Required
- National Senior Certificate with relevant subjects and above average
- Undergraduate degree Bcomm or relevant qualification with a minimum of three years experience in an operational environment in the financial services industry.
- Good knowledge of financial markets and
- Process driven and
- High level of attention to
- Ability to problem solve and recommend
- Excellent time management and commitment to SLAs.
- Good planning and organisational
- Ability to learn
- Excellent communication skills, both oral and
- The ability to perform in a demanding team and able to work under
- Ability to work effectively as an individual and part of a team