Investment Administrator

5 hours ago

Stellenbosch, Western Cape, South Africa PSG Konsult Full time

Designation:

Investment Administrator | Stellenbosch, Western Cape | Permanent

Category:

Administration and Operations

Job Level:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by:

PSG Financial Services

Posted on:

18 Dec 2025

Reference Number:

POS40664

Closing date:

05-Jan-2026

Position Type:

Permanent

Location:

Stellenbosch Church Street

Overview:

VACANCY | INVESTMENT ADMINISTRATOR | STELLENBOSCH, 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 to apply.

Job description:

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
Minimum requirements:
  • Matric
  • Relevant BCom Degree in Financial Planning / Investment Management
  • 1- 2 years' relevant work experience within the financial services industry
  • Proficient in English, both spoken and written and one other official South African language
  • Computer literacy (MS Office – Advanced MS Excel)
  • Postgraduate Diploma in Financial Planning (Advantageous)
  • CFP Qualification (Advantageous)
Competencies required:
  • Ability to work as part of a team
  • Attention to detail
  • Be able to work under pressure
  • Reliable
  • High communication skills (verbal & written)
  • Willingness to learn and take instruction
  • Time management
  • Open to engaging with clients
How to apply:

Candidates interested must apply here by no later than 05 January 2026 OR browse available PSG Careers vacancies

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.

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