Investment Administrator

SUMMARY:
Our client in Bellville is seeking a detail-oriented and organised Investment Administrator to join their team.

POSITION INFO:
The successful candidate will be responsible for the administration of investment business, processing new investment applications, and maintaining the existing investment book. The ideal candidate should have strong administrative skills, excellent attention to detail, and the ability to manage investment-related documentation and processes accurately and efficiently.

Requirements:

• Grade 12 (Matric) completed.
• NQF Level 5 qualification in Wealth Management.
• A relevant BCom degree in Financial Planning or Investment Management will be advantageous.
• 3–5 years of relevant investment administration experience within the financial services industry.
• Proficiency in spoken and written English, as well as at least one other South African language.
• Computer literacy, including advanced Microsoft Excel skills.

• Manage client relationships and provide professional client service.
• Ensure the accurate, timely, and efficient implementation of wealth management instructions from wealth managers.
• Administer investment-related matters, including unit trusts, share portfolios, offshore investments, cash management, and forex payments.
• Process client queries and investment instructions efficiently.
• Administer investment and risk products.
• Maintain and update the Customer Relationship Management (CRM) system.
• Prepare and distribute tax statements, as well as monthly and quarterly investment statements.
• Manage administrative documentation and maintain accurate, detailed records.
• Build and maintain strong working relationships with clients, wealth managers, and colleagues

• Strong attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Ability to work effectively as part of a team.
• Ability to work under pressure and meet deadlines.
• Willingness to learn, take instruction, and develop professionally.
• Good time management and organisational skills.
• Confidence in engaging with clients and managing professional relationships.
• Strong administrative and problem-solving skills.