Investment Admin Specialist: Client Accounts & Compliance

Profile Personnel Ltd; Oos-Kaap; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Profile Personnel Ltd is seeking an Administration Specialist to support clients, advisors and internal stakeholders in the financial services sector. You will manage client accounts, process investment-related transactions and ensure records comply with FICA and internal controls.

Responsibilities include onboarding, document verification, processing transfers, and liaising with custodians and service providers while maintaining accurate records and delivering reliable service under pressure.

Qualifications

• At least 5 years in an administrative role within financial services.
• Qualification in Financial Services/Commerce/Investments is advantageous.
• Experience in securities or investment administration preferred.
• FICA knowledge and compliance controls required.

Responsibilities

• Respond to client and advisor queries professionally and within timeframes.
• Provide account documents: tax certificates, portfolio statements, capital gains reports.
• Assist with onboarding, account openings and mandate verification.
• Capture new accounts and maintain accurate electronic and physical records.
• Process transfers (cash, share, portfolio) and dematerialisation when required.
• Liaise with custodians, brokers, and transfer secretaries to resolve queries.

Skills

Client service

Attention to detail

Time management

Organisational skills

Stakeholder liaison

Education

Relevant tertiary qualification in Financial Services or related field

Tools

Microsoft Office

CRM systems

Job description

Profile Personnel Ltd is seeking an Administration Specialist to support clients, advisors and internal stakeholders in the financial services sector. You will manage client accounts, process investment-related transactions and ensure records comply with FICA and internal controls.

Responsibilities include onboarding, document verification, processing transfers, and liaising with custodians and service providers while maintaining accurate records and delivering reliable service under pressure.