Investment Administrator | Oak Western Cape
Listed on 2026-10-05
-
Finance & Banking
Business Administration, Banking & Finance, Office Administrator/ Coordinator
Designation:
Investment Administrator | Old Oak, Bellville, Western Cape | Permanent
Category:
Administration and Operations
Job Level: Semi-skilled and discretionary decision making
Posted by: PSG Financial Services
Posted on: 28 Sep 2026
Reference Number: POS
41029
Closing date: 11-Oct-2026
Position Type:
Permanent
Location:
Old Oak
VACANCY| INVESTMENT ADMINISTRATOR | OLD OAK, BELLVILLE, WESTERN CAPE | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability toapply.
The successful candidate will be responsible for administration of investment business,processing of new applications and maintenance of investment book.
Responsibilities:- Interaction with clients(management of relationships and providing client services)
- Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
- Investment administration matters including but not limited to:
Unit Trusts, Share Portfolio,Offshore Investments, Cash management and Forex payments - Processing client queries and instructions
- Administering all Investment and risk products
- Maintaining CRM system
- Preparing and distributing
Tax statements as well as monthly/quarterly statements - Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Grade 12 Completed
- NQF 5 Wealth Management
- Relevant BCom Degree in Financial Planning / Investment Management (Advantageous)
- 3- 5 years’ relevantadministration of investment business within the Financial Services Industry
- Proficient in both spoken& written English & at least one other of the SA languages
- Ability to work as part ofa team
- Be able to work under pressure
- High communication skills(verbal & written)
- Willingness to learn andtake instruction
- Time management
- Open to engaging with clients
- Computer literacy (MSOffice – Advanced MS Excel)
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