Senior Investment Administrator

Recruiter:

The Recruitment Council

Job Ref:

Senior Investment Ad..

Date posted:

Sunday, October 5, 2025

Location:

Johannesburg, South Africa

Salary:

Market Related

SUMMARY:
Senior Investment Administrator

POSITION INFO:

Are you an expert in investment administration with a passion for precision, compliance, and process optimization?

A leading, high-growth financial services firm specializing in investment operations is seeking a dedicated Investment Administrator to join our client''s Investment Operations Department. Reporting directly to the CEO, this is a high-visibility role where your expertise will be essential to the accurate and efficient administration of complex investment portfolios.

If you thrive on ensuring data integrity, managing complex transactions, and optimizing workflows, this is your opportunity to drive operational excellence.

Responsibilities:

Portfolio Mastery: Manage and accurately process all client investment transactions, including new investments, redemptions, transfers, and switches, ensuring timeliness.
Reconciliation & Reporting: Perform meticulous reconciliations of investment accounts, proactively resolve any discrepancies, and prepare accurate reports for clients and management.
Compliance & Risk: Ensure all activities strictly adhere to internal policies, with a focus on identifying and mitigating operational risks and supporting compliance.
Some understanding of South African financial regulations (FICA) is a bonus.
Process Optimization: Play a key role in optimizing operational processes by identifying opportunities to streamline workflows and enhance system efficiencies.
Stakeholder Liaison: Provide exceptional support by liaising professionally with clients, financial advisors, and third-party providers to address inquiries promptly.

Experience and Qualifications:

A minimum of 5 years of experience in investment administration or a similar role within financial services.
A Bachelor’s degree in Finance, Business Administration, Economics, or a related field.

Technical Skills:

You must possess Basic or Intermediate Microsoft Excel, Outlook, and Word skills.
Proficiency in reporting systems (e.g., Elite Wealth, Ease-Fica) is a bonus.

Competencies:

Exceptional attention to detail and analytical thinking are critical for handling complex financial data and resolving discrepancies.
Must be a team player with strong time management and problem-solving skills.

Similar jobs you might be interested in:

Senior Investment Administrator
Location: Johannesburg
Salary: Market Related
senior investment administrator
46 days ago

Senior Investment Consultant
Location: Johannesburg
Salary:
Are you an experienced investment professional who enjoys solving complex portfolio challenges, advising institutional clients, and shaping long-term strategy? This is an exciting opportunity to join a forward-thinking investment consulting team that blends deep technical expertise with modern, tech-enabled advisory solutions.
1 day ago

Senior Investment Consultant
Location: Johannesburg
Salary:
Are you ready to make a real impact in the world of institutional investments? This is your opportunity to join a forward-thinking consulting firm where your expertise in portfolio management, asset allocation, and investment strategy will be truly valued. You’ll be advising some of Africa’s leading pension funds, insurers, and institutional investors, shaping decisions that drive meas...
1 day ago

Senior Investment Analyst
Location: Johannesburg
Salary: Market Related
Are you an experienced investment professional ready to take the lead in advising institutional clients and shaping high-impact investment strategies? This is an exciting opportunity to step into a senior consulting role where your expertise, leadership, and strategic insight will directly influence decision-making at the Board level.
6 days ago

Senior Investment Associate
Location: Johannesburg
Salary:
You don’t just follow the market, you anticipate it. You think strategically, act decisively, and know how to turn promising ventures into powerful growth stories.
16 days ago

SENIOR ACCOUNTANT – INVESTMENT MANAGEMENTMENT
Location: Johannesburg
Salary:
27 days ago

Financial Executive
Location: Johannesburg
Salary: 000
The Finance Executive is responsible for providing strategic financial leadership, ensuring robust financial governance, and supporting sustainable business growth.
Today

Financial Manager
Location: Johannesburg
Salary:
Are you a financial mastermind who thrives in fast-paced investment environments? Do you live and breathe Excel modelling, valuation analytics and portfolio performance? If you’re ready to elevate your career in a high-growth, high-impact space this is your next move.
Today

Junior Test Automator (Annuities)
Location: Centurion
Salary: 1000 Monthly
Support the delivery of high-quality business and technology solutions by assisting in the design, execution, and maintenance of automated and manual tests. The role focuses on building foundational test automation functionality, ensuring accuracy and stability in solution delivery, and contributing to a culture of quality across the team.This role provides an opportunity to build foundational ski...
Today

SENIOR PORTFOLIO MANAGER
Location: Pretoria
Salary: Market related
Risk management and compliance, Leadership and mentoring
Today

Senior Investment Administrator

Similar jobs you might be interested in:

Jobseekers

Recruiter

General