Investment Administrator

5 days ago

Cape Town, South Africa The Career Network Sa Full time

We are looking for a Client Services Administrator to join our dynamic team supporting our Wealth Managers client administration for both local and offshore investments. The ideal candidate will be experienced, detail-oriented, proactive, and comfortable working across multiple investment platforms and banking systems. This role requires solid knowledge of investment administration, strong organisational skills, and the ability to deliver high-quality service within a fast-paced, deadline-driven environment. Education & Qualifications Relevant tertiary education qualification (post‑grad an advantage). Regulatory RE5 required. Skills & Experience 2‑3 years' experience in investment administration, wealth management, or financial services. Strong working knowledge of investment platforms (both local and offshore). Experience with Investec CCM banking (advantageous). Understanding of foreign exchange transactions and investment flows. Competence in MS Office Suite, particularly Excel and Outlook. Compliance awareness – FICA, FAIS, and general investment regulatory framework. Excellent organisational, analytical, and communication skills. Ability to manage multiple priorities and meet deadlines with accuracy and attention to detail. Account Administration Process and manage new investment account openings (local and offshore platforms). Maintain client records, ensuring accuracy and compliance with regulatory requirements. Banking and Payments (Investec CCM) Handle banking transactions and payment processing via the Investec CCM platform. Manage forex outward payments and inward receipts of funds. Investment Administration Action investment transactions, including: redemptions, switches, additions, and debit order processing. Section transfers across all types of investment products (local and offshore). Liaise with product providers and platforms to ensure accurate and timely execution. Administer offshore platform trading – shares, stocks, and other listed instruments. Project & Process Management Assist with project management initiatives within the Client Services space (e.g., platform migrations, process enhancements, data clean‑ups). Compliance & Risk Ensure adherence to regulatory compliance requirements (FAIS, FICA, FATCA, CRS, etc.). Maintain proper record keeping and audit trails of all instructions and approvals. Collaborate with compliance team to resolve queries and ensure best practice. Client & Team Support Provide professional, timely support to Wealth Managers and internal stakeholders. Communicate effectively with clients when required, ensuring a consistent and high‑quality service experience. Work collaboratively within the team to manage workloads and ensure seamless service delivery. Behaviours #J-18808-Ljbffr

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