As a Bulk Support Administrator in Investment Operations, your role is to ensure excellence through accurate and timely administration of all Bulk Support Functions. Key responsibilities include investigating queries, rebalancing wrap funds, and processing various corporate actions on different platforms.
You may be required to work in alignment with our international business hours and some South African public holidays.
Requirements
- Minimum three years' experience in Investment Administration, ideally with Momentum Wealth and Momentum Wealth International experience.
- Grade 12 or equivalent with Math and/or Accounting.
- Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
- Strong computer skills
- Knowledge of Insurance and Investment products.
- Familiarity with Wrap Funds.
- Offshore administration experience is a bonus.
- Process instructions accurately and promptly to exceed client expectations.
- Provide daily and monthly reports.
- Clear shared email box queries daily.
- Monitor and clear personal Jira workflow queue daily.
- Help with various tasks, responsibilities, and projects.
- Keep procedure documents updated continuously.
- Take ownership of personal development and growth.
- Adhere to agreed-upon service level agreements and turnaround times internally and externally.
- Deliver excellent client service to all parties.
- Stay vigilant for process or business risks and report them.
- Develop and maintain internal and external relationships.
- Independently and proactively resolve queries.
- Communicate with internal and external parties.
- Handle various corporate actions across platforms, including distributions, fund mergers, liquidations, and capital distributions.
- Rebalance wrap funds across platforms.
- Perform a variety of functions within investment administration.
- Promote and embody Momentum Metropolitan Holdings Limited values: Accountability, Diversity, Excellence, Innovation, Integrity, and Teamwork.
