Job Ref #: SALESADMASSIST_KZN_NEW#KP
Industry: Admin/Office Support
Job Type: Temp
Positions Available: 1
To assist all the Investment Bankers with the administrative duties of on boarding business entities Investment accounts and ensuring excellent customer services with new and existing clients, whilst adhering to the banks policies and procedures.
Job Description
MAIN FUNCTIONS OF THE JOB
Administration
- Assists the Investment Bankers in servicing existing clients.
- Completes application, completes documentation, as per client’s request.
- Monitors and Drives progress of outstanding documentation.
- Attends to client’s Investments Account requests such as Statements, Banking letters etc.
- Creates Clients on the Banks Imal system
- Ensures that administrative functions are carried out efficiently.
- Prepares applications and documentation in terms of procedural guidelines and full compliance of the Banks requirements.
- Updating information on the Banks Imal system as and when required.
- Captures information from the existing database for existing clients
- Attends to all administrative issues required in terms of the Banks policies for all Investment products
- Provides the Investment Bankers with business activity schedules timeously.
Job Requirements
PREFFERED QUALIFICATIONS
- BCom Finance or Accounting Degree or related Degree or studying towards would be an advantage.
- FAIS compliancy, which is not a requirement, but it is preferable for growth purposes.
EXPERIENCE
- General Banking experience would be a definite advantage.
- Minimum of 3 years’ experience in a banking or related consulting environment.
KNOWLEDGE
- Banking Systems
- Microsoft office at an intermediate level
- Bank procedures
- Credit Policies and Procedures
- National Credit Act (NCA)
- Strong Administrative Skills
- Financial Intelligent Centre Act (FICA) policies and procedures
- Knowledge in Shariah laws and principles
- Knowledge on the Banks products and services
Al Baraka Bank is an Equal Opportunity Employer. Applicants from the previously disadvantaged groups and people with disabilities will be given preference.