Administrator

January 10, 2023
Application deadline closed.

Job Description

Innovate Alternative Assets & Solutions is looking for an Administrator to join its growing team.

 

Duties include:

1. Handling physical and digital filing, systems, and all databases for the back office.

Onboarding of clients for various investments from inception. Identifying compliance requirements, liaising with clients for compliance requests, the population of investment agreements, and sending out to clients for signature.

3. Preparing portfolio statements from various investment houses and ensuring all statements are

accurate and received in order.

4. Assisting with preparing portfolio reviews for clients.

5. Interacting with all stakeholders of the company. This includes clients, suppliers, and partners with

any queries or other related matters.

6. Working on excel workbooks regarding portfolio reviews, budgeting, and forecasts

7. Any other reasonable request of Directors or Management.

 

 

SKILLS AND EXPERIENCE

3-5 years’ experience in an Administrative Role. Any experience in the Investment Industry will be an advantage.

Matric

Bachelor of Commerce or Degree/ Diploma in Finance or Business Management /Accounting Knowledge of Microsoft Office – Outlook, Word, Excel, PowerPoint

Experience in KYC compliance would be beneficial

Candidate needs to be strong with Excel and numbers

Experience or understanding of CRM Systems i.e. Air table, Trello, etc

Experience in preparing portfolio reviews for client investments

Excellent attention to detail

Excellent administration and organizational skills

Good record-keeping ability

Have some IT-related knowledge i.e. Zoom, Teams, Webinars

Ability to work under pressure with tight deadlines