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Momentum Wealth International Limited – Platform Administrator

Our Client, Momentum Wealth International Limited are seeking to recruit a Platform Administrator to join their team.

Role Summary

Working as part of the Operations Team, to provide administrative support and oversight in relation to the Investment Platform, ensuring efficient & accurate administration in accordance with Company policies, procedures and relevant Laws and Regulations.

Specific Duties and Responsibilities

  • Review a sample of the transactions approved in South Africa by processing the items routed to the Guernsey audit Queue promptly and in accordance with the procedure.
  • Conduct periodic reviews of all High Risk business and any other that may be required from time to time.
  • Provide input into Manco reports accurately and within agreed timeframe and attend meetings as required.
  • Accurately maintain and update all registers, spreadsheets, databases and systems relating to new business and contract administration.
  • Ensure required controls, checks and reconciliations are completed as required. Investigate, escalate or report non-compliant or outstanding items as appropriate to ensure resolution within agreed timeframe.
  • Assist with the updating and checking of Company forms and marketing material in line with the Form Owner Procedure.
  • Assist with the completion of the tax reporting obligations to ensure they are met within the statutory deadlines.
  • Ensure excellent service levels are maintained to external and internal clients; communicate clearly, effectively and uphold the core values of the Company.

General Duties

  • Conduct all duties in accordance with internal policies and procedures to ensure compliance with Regulatory and Legal obligations of the Company in respect of Conduct of Business and AML/CFT rules and Law.
  • Complete ad-hoc projects according to business specification and within agreed timeframe.
  • Undertake Continuing Personal Development and maintain record as required.
  • Any other duty appropriate to the nature and level of responsibility of the role.

Competency Requirements 

Knowledge

  • MS Office
  • Administrative procedures
  • Understanding of Investment solutions
  • Basic knowledge of book-keeping & accounting

Skills

  • Excellent written & verbal communication skills
  • Ability to plan, organise & prioritise effectively
  • Numerate
  • Attention to detail
  • Time management
  • Ability to deliver quality output to deadlines
  • Ability to work well under pressure
  • Demonstrate core values through actions
  • Use initiative appropriately

To apply for this position, please apply through our website or email [email protected]

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