SUMMARY:
Graduate Program - Investments
Southern Suburbs
R180000 p.a.
Permanent role
POSITION INFO:
GRADUATE OPERATIONS ADMINISTRATOR - Investments
The Operations Administrator is responsible for supporting the operational infrastructure of the company. This includes client onboarding, account maintenance, compliance documentation, data entry, reporting, liaising with custodians/platforms, and assisting with internal systems and procedures. The ideal candidate will be highly organised, tech-savvy, detail-oriented, and able to work independently.
RESPONSIBILITIES & FUNCTIONS:
- Client and Account Administration
- Assist with client onboarding including KYC/AML checks, account opening, and documentation.
- Process transfers of investments from other financial institutions.
- Handle account changes (address updates, beneficiaries, etc.).
- Coordinate with custodians and platforms to resolve administrative issues.
- Maintain accurate and up-to-date client records.
- Process client investment transactions (redemptions, additions, switches etc.).
- Coordinate with custodians, platforms, or fund managers to ensure timely and accurate execution of client investment transactions.
- Requesting and saving supporting documents for valuation purposes.
- Obtain source documents for annual tax reporting.
- Operational Support and Process Management
- Support directors and associates with meeting prep and follow-up tasks.
- Monitor workflows to ensure operational tasks are completed in a timely manner.
- Streamline operational processes to improve workflow efficiency.
- Compliance
- Assist with the company’s audits.
- General Office Support
- Provide administrative support to directors and associates.
- Manage office supplies and vendor relationships when required.
- Arrange shipment and delivery of company and client related documents when required.
- Client Relationships
- Assist directors and associates with organising client gifts.
SALARY:
- R180,000 p/a CTC.
- Bachelor's degree (any discipline).
- No prior experience necessary – full training provided.
QUALIFICATIONS:
EXPERIENCE:
Ideal for a highly organised individual who is passionate about efficiency and eager to learn in a small- company environment.
CHARACTERISTICS/SKILL-SET:
Highly organised Attention to detail
Self-motivated Takes initiative
Willing to learn Problem solving attitude
Ambitious Great attitude
Takes responsibility and accountability for tasks
OTHER REQUIREMENTS:
NB! This job is now closed. You can apply for other jobs by uploading your CV.
