Investment Clerk - Banking & Financial Services

Job Descriptions

Investment Clerk

Banking & Financial Services

JOB TITLE	Investment Clerk
SCOPE AND GENERAL PURPOSE	Responsible for all investment administration in the branch
RESPONSIBLE TO	Supervisor: General Administration
RESPONSIBLE FOR	None
MAIN DUTIES
Controlling and actioning of all investment related duties Balancing of GL accounts and requesting all information re entries from CPU Accepting and ticking off on listing of all renewal notices Controlling all new investments Actioning all renewals Sending all necessary documents to ARAC daily Actioning computer listings All administration procedures to be done promptly e.g. certificate of balances, change of adresses, IB3 certificates , queries Maintain department registers Resolve telephone queries Doing tasks requested by Supervisor Relieve at enquiry counter and tellers Cross-sell when opportunity arises