Private Client Investment Administrator

Supporting operational excellence within an established private client wealth management environment, this position executes core administrative functions across investment operations, client onboarding, and portfolio maintenance. Operating from 08:00 to 17:00 on site in Bryanston, the role serves as a primary operational support contact for private clients while facilitating seamless transaction processing and reporting workflows.

The position takes ownership of end-to-end client onboarding processes, recurring feedback documentation, and payment execution across direct broking platforms and linked investment service providers. Working alongside an established operational team, the role ensures precise execution of client instructions, maintains regulatory compliance records, and supports the generation of tailored client investment proposals.

Key Responsibilities

• Execute complete client onboarding processes, maintenance tasks, and ongoing administration on broking platforms and linked investment service providers
  

• Process investment additions, recurring contributions, and withdrawal requests across various product structures, including Retirement Annuities 
  

• Act as the dedicated operational contact person for private clients to address day-to-day queries and resolve administrative matters promptly 
  

• Compile and distribute periodic client reporting packs, including monthly portfolio statements, ad-hoc report requests, and annual tax packs 
  

• Prepare client feedback presentations and documentation packs to support ongoing client review meetings
  

• Manage end-to-end client payment processing and withdrawal requests across banking and investment platforms 
  

• Assist with the preparation of client investment proposals and presentation materials 
  

• Maintain routine FSP administrative compliance records, keep statutory registers updated, and enforce FICA requirements 
  

• Provide administrative support for general operational tasks, including website maintenance and client invoicing as required 
  

Requirements

Essential Requirements

• Proven experience within the private client investment or wealth management sector 
  

• Demonstrable working knowledge of investment reporting frameworks and operational administrative processes 
  

• Practical familiarity with processing transactions on linked investment service provider (LISP) platforms
  

• Experience executing client onboarding and managing statutory FICA compliance documentation 
  

• Ability to work full-time on site in Bryanston from 08:00 to 17:00 
  

Desirable Requirements

• Direct experience working within a stockbroking environment 
  

• Exposure to processing client transactions on the Investec platform or Glacier platform 
  

• Experience with website maintenance support and client invoicing
  

Required Software Skills

• Investec platform 
  

• Glacier platform