Investment Administrator

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