Reference: SJ/CW 6535
Consultant: Christa Mostert
- Obtaining clients mandates and FICA documents
- Loading mandates and FICA on my base
- Notifying clients of new account details and bank details for deposits
- Liaising with Executors regarding estate late shares and transferring of shares to beneficiaries
- Buying and selling of shares instruction only
- Correction of misdeals for office
- Assist client with selling of Keeromstraat 30 and Nasionale Pers Beleggings_share via Toni Lutz
- Loading and amending of cost prices onto client’s accounts
- Transferring of shares and portfolios, internal and external.
- Applying for lost shares, following up daily
- Sending indemnity documents to clients for lost shares.
- Withdrawal of shares from Computershare for various clients following up daily
- Withdrawal of shares from Link Market Services for various client following up daily
- Back up for reception area
- General client queries daily
- Send out statements and capital gains tax reports daily
- Deactivating of dormant accounts
- Checking of share certificates
- Loading of shares onto client’s accounts (Dematerializing)
- Distribution of brokers notes for trades done the previous day daily
- Depositing cheques
- Checking and arranging allocation of funds on the bank statements
- Petty cash
- Updating client details
- General administrative requirements
- Dealing in offshore shares and currency conversions.
- Dealing with corporate events and following up with clients regarding their choice
- Arranging proxies and letter of rep for company AGM’s
- Assisting client with CFD and SSF trades and opening of accounts instruction only
- Sending cession agreements, checking agreements are in place and notifying bank.
- Lifting of cessions
- Assist clients with their Richemont tax claim documents
- To qualify for this job, you must’ve passed the following examinations.
- Class of Business – Investments
- JSE Registered Securities Trader
How to Apply:
- Email your comprehensive CV to firstname.lastname@example.org.
- If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered to avoid duplicity on our system.
- We reserve the right to only conduct interviews with candidates of choice.
- Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.
To apply for this job email your details to email@example.com