Job Summary
Are you looking to make an impact in the financial services sector by supporting investment operations and client management? An established organization in the financial services industry, known for its commitment to excellence and a collaborative work environment, is seeking a dedicated Investment Administrator to join their team in Durban.
What You'll Do:
Prepare, check, file, and submit investment applications and client onboarding documentation
Process deposits, withdrawals, account amendments, share enquiries, and share transfers
Prepare annual tax packs and respond to ad-hoc tax certificate requests
Obtain and distribute client investment statements and prepare reporting schedules
Liaise with clients, financial advisers, and portfolio managers to facilitate applications, service requests, and administrative queries
Coordinate with stockbrokers, investment platforms, fund administrators, and alternative investment providers to resolve requirements and queries
Maintain accurate client schedules, compliance records, electronic files, and system databases
Collaborate with Bobats Wealth on administrative requirements related to shared clients
Requirements:
Matric certificate
At least one year’s experience within investments
Understanding of the financial services ecosystem, including FAIS and FICA requirements
Analytical mindset with attention to detail
Nice to Have:
Knowledge of investment platforms and financial systems
Benefits:
Competitive salary: R10,000 - R12,500 per month (Cost to Company)
Annual Bonuses
Eager to advance your career in a dynamic financial environment? Apply now to become a vital part of a team that values professionalism, growth, and excellence.
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