Fund Administration & Investor Onboarding Coordinator

Recruit'd; Gauteng; On-site; ZAR 450,000 - 650,000; Full time

Job summary

Recruit'd is seeking a back-office operations professional to support investor operations in South Africa. You will collaborate with the CFO and business development teams on day-to-day execution, manage investor onboarding, AML/KYC checks, and maintain audit-ready records.

The role requires strong Excel skills, CRM familiarity, and professional, client-facing communication. Experience with distributors/IFAs and supporting executives is advantageous.

Qualifications

• 4+ years in back office, fund administration, or investor operations in financial services.
• Working knowledge of AML/KYC onboarding and investor onboarding processes.
• Strong organisational and coordination skills with attention to detail.
• Professional written communication and client-facing experience.
• Familiarity with distributor and IFA channel operations is advantageous.
• Experience supporting a senior executive is advantageous.

Responsibilities

• Raise execution and coordination with CFO and Business Development on daily raise activities.
• Track workflow across investors, distributors, and advisors; surface next actions.
• Coordinate diaries and deadlines across CFO, partners, and counterparties.
• Process subscriptions, onboarding docs, and AML/KYC verification for investors.
• Maintain audit-ready investor files and accurate investor register.
• Serve as first point of contact for investor/distributor queries; manage meetings.

Skills

AML/KYC onboarding

Client-facing communication

Excel proficiency

CRM systems

Document management

Organisational coordination

Investor operations

Experience supporting senior executive

Tools

Excel

CRM systems

Job description

Recruit'd is seeking a back-office operations professional to support investor operations in South Africa. You will collaborate with the CFO and business development teams on day-to-day execution, manage investor onboarding, AML/KYC checks, and maintain audit-ready records.

The role requires strong Excel skills, CRM familiarity, and professional, client-facing communication. Experience with distributors/IFAs and supporting executives is advantageous.