SUMMARY:
SENIOR INVESTMENT ADMINISTRATOR

POSITION INFO:

JOB SPECIFICATION: SENIOR INVESTMENT ADMINISTRATOR

Company Overview

Omega Capital is a premier boutique investment firm based in Rosebank. With a dedicated team of approximately 17 employees, we operate in a close-knit, highly collaborative environment where Financial Advisors, Paraplanners, and Administrators work hand-in-hand to deliver exceptional service. We value cultural fit, teamwork, and individuals who take pride in operational excellence.

Role Overview

• Position: Senior Administrator

• Location: Johannesburg (Office-Based, Open-Plan Environment)

• Reporting To: Administration Team Lead / Advisor Support Function

• Employment Type: Permanent

Position Purpose

The Senior Administrator plays a critical role in supporting our Financial Advisors and Paraplanners. This position is responsible for the end-to-end execution of financial and investment administration functions. We are looking for a dedicated professional who views administration as a long-term, rewarding career path and wishes to grow deep expertise within our operational structures.

Key Responsibilities

• Investment & Wealth Administration: Efficiently process investment applications, portfolios, and maintenance requests.

• Transaction Processing: Oversee and execute client withdrawals, switches, and fund transfers accurately and timeously.

• Retirement Administration: Manage retirement-related administration, including processing maturities, retirements from retirement annuities, and preservation funds.

• Advisor Support: Provide comprehensive, high-level administrative support to Financial Advisors and Paraplanners to ensure a seamless client onboarding and retention process.

• Compliance & Data Integrity: Ensure all documentation complies with relevant financial regulations (FICA/FAIS) and maintain flawless digital and physical records.

Qualifications, Experience & Skills

Experience:

• Minimum 7–10 years of solid administration experience strictly within a Financial Advisory (FA) or Wealth Management environment.

• Deep understanding of the investment industry and various financial products/platforms is essential.

Qualifications:

• A formal degree is not required; proven capability, industry experience, and hands-on product knowledge are highly valued.

Key Competencies:

• Attention to Detail: Meticulous accuracy in processing financial data and legal documentation.

• Organizational Skills: Ability to prioritize high volumes of work in a fast-paced environment.

• Career Focus: A genuine passion for administration, with no immediate desire to transition into an advisory or paraplanning role.

• Communication: Strong verbal and written communication skills for internal and external collaboration.

Cultural Fit & Demographics

• Team Player: Thrives in a small, collaborative, open-plan boutique environment.

• Demographic Preference: In alignment with our current team dynamics, preference may be given to female candidates (though not a strict requirement).