Investment Administration Specialist

Profile Personnel Ltd; East London; Presencial; ZAR 320.000 - 520.000; Jornada completa

Descripción de la vacante

Profile Personnel Ltd is seeking an Administration Specialist in East London, South Africa, to provide reliable support to clients, advisors and internal stakeholders. You will manage client accounts, process investment transactions and maintain compliant records.

The role requires meticulous attention to detail, strong communication, and proficiency with MS Office and CRM systems. You will liaise with custodians and brokers, ensuring timely processing and compliance with FICA requirements.

Formación

• 5+ years' experience in an administrative role, preferably in financial services.
• Tertiary qualification in Financial Services or related field.
• Experience with securities or investment administration is advantageous.
• Familiarity with FICA and internal controls.

Responsabilidades

• Respond to client and advisor queries promptly within set timeframes.
• Provide account documents such as tax certificates and portfolio statements.
• Assist with client onboarding and verification of mandates.
• Capture new accounts and maintain accurate records.
• Process transfers and dematerialisation transactions.
• Ensure compliance with procedures and FICA requirements.
• Liaise with custodians, brokers and service providers to resolve queries.
• Support departmental projects and general admin duties.

Conocimientos

Client service

Attention to detail

Time management

Communication

Team collaboration

Educación

Tertiary qualification in Financial Services/Investments

Herramientas

Microsoft Office Suite

CRM systems

Excel advanced

Descripción del empleo

Profile Personnel Ltd is seeking an Administration Specialist in East London, South Africa, to provide reliable support to clients, advisors and internal stakeholders. You will manage client accounts, process investment transactions and maintain compliant records.

The role requires meticulous attention to detail, strong communication, and proficiency with MS Office and CRM systems. You will liaise with custodians and brokers, ensuring timely processing and compliance with FICA requirements.