Risk and Investment Administrator

3 weeks ago


Durbanville, South Africa BRISCH Administration Services Full time

Administrative Officer: General Infrastructure, Ref No. DOI 142/2025 BRISCH Administration Services is a trusted Broker Support platform designed to assist Financial Planners with administrative, compliance, and practice management tasks. We enable planners to focus on offering their clients professional financial advice while core administrative processes are seamlessly handled. Role Description We’re seeking a detail-oriented, client-focused professional to play a key role in our team. If you have a passion to serve, a strong grasp of the financial services industry, and a commitment to a great client experience, we’d love to hear from you What You’ll Do Process client applications, follow-ups, and amendments across various investment platforms. Support brokers and clients with accurate, efficient risk and investment administration. Ensure that all client records and transactions comply with internal and regulatory requirements. Provide exceptional service, ensuring client satisfaction and retention. Adhere to industry regulations and internal processes. Maintain CRM system. What You Bring 5+ years’ strong administration experience in the financial services industry. RE5 and NQF5 Wealth Management or other relevant industry-related qualification (Advantageous). Strong knowledge of the life insurance sector and compliance regulations (FICA, FAIS & POPIA). Proven experience in client service and support. Excellent communication and interpersonal skills to collaborate effectively. Ability to work accurately under pressure and meet deadlines. Attention to quality and quantity of data. Accuracy of record keeping. What we offer Positive company culture Training and guidance Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this role. #J-18808-Ljbffr



  • Durbanville, Western Cape, South Africa BRISCH Administration Services Full time R40 000 - R60 000 per year

    Company DescriptionBRISCH Administration Services is a trusted Broker Support service provider designed to assist Financial Planners with administrative, compliance, and practice management tasks. We enable planners to focus on offering their clients professional financial advice, while our professional administrator team handle their core administrative...


  • Durbanville, South Africa BRISCH Administration Services Full time

    Company Description BRISCH Administration Services is a trusted Broker Support service provider designed to assist Financial Planners with administrative, compliance, and practice management tasks. We enable planners to focus on offering their clients professional financial advice, while our professional administrator team handle their core administrative...


  • Durbanville, South Africa Finovate Full time

    Our client, an **Investment Consultant Company**, is looking for a **Junior** **Portfolio Administrator** in the **Plattekloof area.** **Job Summary**: This role will require the Portfolio Administrator to perform all asset administration related functions required for the administration of collective investment scheme...


  • Durbanville, South Africa IGrow Wealth Investments Full time

    Zoho Systems Administrator Join to apply for the Zoho Systems Administrator role at IGrow Wealth Investments IGrow Wealth Investments Group of companies, proudly positioned South Africa’s #1 Investment company, is seeking a Zoho Systems Administrator to join their team in Durbanville , Cape Town . Overview Step into a role where your skills won’t just be...


  • Durbanville, South Africa BRISCH Administration Services Full time

    A trusted broker support provider in Durbanville seeks a detail-oriented professional to handle administrative tasks in financial services. Candidates should have significant experience, strong compliance knowledge, and the ability to ensure client satisfaction. This mid-senior level position offers a positive company culture and training opportunities,...


  • Durbanville, South Africa INTERCONNECT SYSTEMS Full time

    **SUMMARY OF POSITION** The Administrative Manager is responsible for overseeing the daily administrative operations of the organization, including managing office facilities, supervising support staff, and coordinating administrative procedures. The Administrative Manager will work closely with department heads to ensure that administrative processes will...


  • Durbanville, South Africa PSG Konsult Full time

    **Job description**: The Administrative Assistant is primarily responsible for performing after sales service offering to customers, and the Team thereby contributing to the ongoing customer relationships. The focus of the role is to provide backup and capturing functions ensuring quality service to maximise customer retention and referral, in line with the...


  • Durbanville, South Africa GVW Group, LLC Full time

    GVW Group is a dynamic private investment and industrial holding company dedicated since 1993 to growing and starting businesses. We take an entrepreneurial approach to building value for our scalable early stage, high-growth, and mid-sized operating companies by providing strategic expertise and resources. Along the way, we have expanded globally into...


  • Durbanville, South Africa SFG Engineering Services Full time

    South Africa’s top investment group is looking for a Property Portfolio Administrator to join their team in Cape Town. **Job Requirements**: - NQF 4 or working towards completing your NQF 4 - At least 2 years of experience in a similar position within a Property / Real Estate Sector - Experience with Rentals - Experience with **PayProp, Red Rabbit,...


  • Durbanville, South Africa PPS Full time

    Associate Wealth Manager Job Purpose: To partner with the wealth manager to address risk planning related needs of tail‑end clients and to cultivate new and existing client relationships for building a book of risk insurance and investment clients. The associate requires client acquisition and management skills, holistic financial planning, and product...