Jaidzeka Lambert Ndze

Investment AdministratorFull Time

• Job Details:Investment Administrator 2009-2013 Main Responsibilities • The role involves administration and management of private client investment portfolios, servicing direct private clients, intermediaries and pension funds. • Process investment deals, write investment reports and maintain records of investment activity. • Overseeing asset transfers and administrations of funds in accordance with adviser instructions. • Executing investment instructions following receipt of investment application and personal information. • Complete due diligence checks in accordance with company policy. • Set up client online accounts and investment bank account to receive investment dividends. • Receive client contributions, employer contributions and transfer funds from insurance companies. • Monitor performance of portfolios against initial investment objectives. • First point of contact for all client queries and all ad hoc reports as requested by the manager. • Liase closely with and support financial advisers and other intermediaries. • Use existing team procedures and user guides to provide training and mentoring to existing team members. • Providing cover within the team in contingency situations and during peak working times. • Identify customer services issues within the team and take steps to resolve them. • Insure all activities/actions undertaken meet and comply with compliance standards(such as TCF) • Actively participate in team meetings and provide appropriate feedback to management. • Monitor all information sources to insure ongoing system improvements of administration processes. • Maintain high levels of customer service. • Prepare annual reports for clients Personal Pension plans at the end of each financial year. • Maintain high levels of customer service. Senior Leasing Administrator 2009-2011 Main Responsibilities • Evaluate enquiries from retailers (local/international) and insure that all information required to establish their market credibility and financial stability is obtained. • Release application to be filled by the prospective customers on receipt of confirmation from management to obtain the prospects requirements. • Forward completed application to the retail Leasing Manager for perusal. Upon receipt of approval, prepare formal agreement based on budget and merchandise mix for onward transmission to prospective client. • Submit acceptance letter or proposed offer to Leasing Manager for negotiation and prepare a fresh offer if necessary based on the advice of leasing manager. • Review the final acceptance to minimise ambiguity and insure complete clarity with regards to company’s terms and conditions and tenant commitment on the agreement. • Collect legal documents from client such as trade license, commercial registration, insurance certificate, owner’s passport copies etc. to ensure the legality of the clients company and validity in case of any litigation. • Receive and process signed agreement and payment in accordance with company standards. • Ensure accurate filing of all information and agreements to facilitate ease of future reference, rent collection, renewal, extensions, transfers and in cases of future litigation. • First point of contact for existing tenants via telephone, email and face to face meetings. • Assist the Leasing Manager on his schedule of meetings and other administrative support. • Maintain Knowledge of industry standards to keep up with market trends. • Support all business development activities.