Officer Client Relationship – Sandton, Johannesburg, Gauteng

Barclays Sandton, Gauteng April 19, 2018 Information Technology

To provide client administrative support to Portfolio Managers and the Client Relationship Manager enabling ABAM PC to deliver excellent customer service to high net-worth clients.

Accountabilities Include:

Handle Client Requests & Resolve Queries

Provide valuations statements as requested by clients & verify correctness thereof
Provide share price information from INET Bridge system & information on corporate events & Capital Gains Tax (CGT) documentation

Client Administration Function

Prepare cheque requisition, deposit vouchers & journals and submit to the Administration team
Open client portfolios by verifying FICA documentation, mandates and FAIS requirements
Instruct Absa Stockbrokers to accept script and provide administration support
Deposit cash into client account once received from client/or the Central Security Depository
Send instructions to Absa Stockbrokers for non-dematerialized shares and load shares

Portfolio Management Administration

Prepare PowerPoint presentation packs by collating relevant content from the Portfolio Managers & adhoc mandate packs
Prepare documentation for travel arrangements and submit to Rennies for bookings
Confirm share holdings and cash balances on PORTCIS system

Administration on Legal & Regulatory Compliance

Send the service level agreements to Absa Investments Legal, Compliance and Risk for verification
Complete the FICA and Client Acceptance Screening Application (CASA) requirements

Ad-Hoc Functions

Attend, arrange and take minutes of internal meetings
Arrange functions (media/internal); arrange the catering, set drinks, venue, etc.
Attend to all maintenance/technical related requests

Essential/Basic Qualifications

Requirements:

South African Institute of Financial Markets (SAIFM) Certificate or equivalent to NQF level 5
Three (3 ) years’ experience as an Administrator within the financial services
Knowledge of Systems (MCI, JSE system, I Net)
Knowledge of Investment industry
Basic accounting skills
Computer Literacy
No criminal record

You will receive valuable benefits like medical aid, pension fund, preferential banking rates, funeral cover and well -being program. You’ll also enjoy a company spirit that believes in giving our employees the freedom to do a great job, and the support to reach their ambitions in the future

Ready To Apply?

There are four stages in our application process:

Application: On our application form we ask for information like your contact details, education and work experience. You will also be required to upload a CV, so it’s a good idea to have this ready.
Online Assessments: We’ll then ask you to complete online assessments if you have passed our minimum screening criteria. You will also receive an email with the link to these assessments so you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles.
Interview: If you are successful in our assessments we will contact you to conduct a brief telephonic interview before we invite you to attend a face-to-face interview.
Outcome: Following your interview we’ll be in touch within five working days to advise you of the outcome.

For new opportunities and exposure … Apply today, and take your career to the next level.

If you have not received a response to your application in 15 days please consider your application unsuccessful.