Investment Client Administrator

Facilitating core operations within a wealth and fund management environment, this role provides high-level administrative support to ensure seamless daily execution. The position plays a critical function in driving client onboarding, handling client instructions, and upholding operational standards across the department.

Operating full-time on site in office in Constantia Cape Town, this role requires a candidate with hands-on exposure to financial services and a thorough understanding of regulatory compliance framework requirements. A mature candidate profile is welcomed for this position. Must have solid excel experience. 

Key Responsibilities

• Deliver comprehensive daily administrative support to support department operations.
  

• Coordinate and execute the onboarding process for incoming clients.
  

• Process and track client instructions accurately within a regulated environment.
  

• Maintain strict adherence to FICA compliance and financial services regulatory requirements.
  

• Utilize documentation software to draft records and manage administrative files.
  

Requirements

Essential Requirements

• Work experience within the financial services sector.
  

• Knowledge of FICA compliance and financial services compliance requirements.
  

• Proficiency in Microsoft Word and Microsoft Excel.
  

Desirable Requirements

• Experience within a wealth and fund management environment.
  

• Mature candidate profile.
  

Required Software Skills

• Microsoft Word
  

• Microsoft Excel