Asset Management / Stockbroking Administrator

RecruitMyMom; Randburg; On-site; ZAR 240,000 - 300,000; Full time

Job summary

RecruitMyMom seeks an Asset Management / Stockbroking Administrator to support private client wealth operations from Bryanston. You will handle end-to-end client onboarding, transaction processing, and reporting within a disciplined operations team on-site from 08:00 to 17:00.

Responsibilities include processing contributions, managing payments, preparing investment proposals, maintaining FICA compliance, and generating client reports.

Qualifications

• Proven experience within the private client investment or wealth management sector.
• Demonstrable working knowledge of investment reporting frameworks and operational administrative processes.
• Practical familiarity with processing transactions on linked investment service provider (LISP) platforms.
• Experience executing client onboarding and managing statutory FICA compliance documentation.

Responsibilities

• Execute complete client onboarding processes, maintenance tasks, and ongoing administration on broking platforms and linked investment service providers.
• Process investment additions, recurring contributions, and withdrawal requests across various product structures, including Retirement Annuities.
• Act as the dedicated operational contact person for private clients to address day-to-day queries and resolve administrative matters promptly.
• Compile and distribute periodic client reporting packs, including monthly portfolio statements, ad-hoc report requests, and annual tax packs.
• Prepare client feedback presentations and documentation packs to support ongoing client review meetings.
• Manage end-to-end client payment processing and withdrawal requests across banking and investment platforms.
• Assist with the preparation of client investment proposals and presentation materials.

Skills

Wealth management

Stockbroking

Client onboarding

FICA compliance

Investment reporting

On-site operations

Tools

Investec platform

Glacier platform

LISP platforms

Job description

Asset Management / Stockbroking Administrator

Bryanston, South Africa | Posted on 18/08/2026

Supporting operational excellence within an established private client wealth management environment, this position executes core administrative functions across investment operations, client onboarding, and portfolio maintenance. Operating from 08:00 to 17:00 on site in Bryanston, the role serves as a primary operational support contact for private clients while facilitating seamless transaction processing and reporting workflows.

The position takes ownership of end-to-end client onboarding processes, recurring feedback documentation, and payment execution across direct broking platforms and linked investment service providers. Working alongside an established operational team, the role ensures precise execution of client instructions, maintains regulatory compliance records, and supports the generation of tailored client investment proposals.

Key Responsibilities

Execute complete client onboarding processes, maintenance tasks, and ongoing administration on broking platforms and linked investment service providers

Process investment additions, recurring contributions, and withdrawal requests across various product structures, including Retirement Annuities

Act as the dedicated operational contact person for private clients to address day-to-day queries and resolve administrative matters promptly

Compile and distribute periodic client reporting packs, including monthly portfolio statements, ad-hoc report requests, and annual tax packs

Prepare client feedback presentations and documentation packs to support ongoing client review meetings

Manage end-to-end client payment processing and withdrawal requests across banking and investment platforms

Assist with the preparation of client investment proposals and presentation materials

Maintain routine FSP administrative compliance records, keep statutory registers updated, and enforce FICA requirements

Provide administrative support for general operational tasks, including website maintenance and client invoicing as required

Requirements

Proven experience within the private client investment or wealth management sector

Demonstrable working knowledge of investment reporting frameworks and operational administrative processes

Practical familiarity with processing transactions on linked investment service provider (LISP) platforms

Experience executing client onboarding and managing statutory FICA compliance documentation

Ability to work full-time on site in Bryanston from 08:00 to 17:00

Direct experience working within a stockbroking environment

Exposure to processing client transactions on the Investec platform or Glacier platform

Experience with website maintenance support and client invoicing