Investment Administrator

Recruitd; Gauteng; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Recruitd seeks an Administrator to own the operational backbone of a capital raise, working directly with the CFO on execution. The role coordinates investors, distributors, and compliance workflows, blending back-office processing with client-facing coordination and significant growth potential.

You will support day-to-day raise execution, onboarding, AML/KYC checks, and investor documentation while maintaining audit-ready records and robust cross-functional collaboration.

Qualifications

• 4+ years back office, fund administration, or investor operations in financial services.
• Excellent telephone manner and client-facing confidence, including with high-net-worth investors and intermediaries.
• Strong organisational and coordination skills; able to hold many threads at once without dropping detail.
• Proficiency in Excel.
• Comfortable with CRM and document management systems.
• Clear, professional written communication.
• Working knowledge of AML/KYC onboarding (advantageous).
• Familiarity with distributor and IFA channel operations (advantageous).
• Experience supporting a senior executive (advantageous).

Responsibilities

• Raise execution and coordination with the CFO and Business Development Team on day-to-day execution of the raise; surface issues before urgency.
• Track workflow across investors, distributors, and advisors; maintain master status view.
• Coordinate diaries and deadlines across CFO, distribution partners, and counterparties.
• Process subscriptions and onboarding documentation from receipt to execution.
• Run AML/KYC verification on investors and connected parties; elevate exceptions.
• Maintain audit-ready investor files and an accurate investor register.
• Act as first point of contact for investor and distributor queries; handle calls and written queries professionally.
• Set up and coordinate meetings between distributors and IFAs; manage invitations and scheduling.
• Chase incomplete applications through to close-out.
• Support clients in assembling tax documentation (administrative only).
• Distribute statements, confirmations, and tax certificates.
• Apply onboarding checklist and control framework to every file.
• Maintain records to regulatory standards and support audit requests.
• Keep document version control across subscription packs and templates.

Skills

Back office expertise

Investor operations

Telephone manner

Organisational skills

Written communication

AML/KYC onboarding knowledge

Distributor/IFA operations

Senior executive support

Tools

Excel

CRM systems

Document management systems

Job description

Our client is looking for an Administrator to own the operational backbone of their capital raise and work directly alongside the CFO on its execution.

The Administrator will be the central coordination point for the raise - the person who keeps investors, distributors, and compliance workflows moving in sync. The role combines precise back office processing with confident, client-facing coordination, and offers significant scope to grow with the raise and the CFO’s mandate.

Minimum Requirements:

• 4+ years of back office, fund administration, or investor operations experience in financial services.
• Excellent telephone manner and client-facing confidence, including with high-net-worth investors and intermediaries.
• Strong organisational and coordination skills; able to hold many threads at once without dropping detail.
• Proficiency in Excel.
• Comfortable with CRM and document management systems.
• Clear, professional written communication.
• Working knowledge of AML/KYC onboarding (advantageous).
• Working knowledge of AML/KYC onboarding (advantageous).
• Familiarity with distributor and IFA channel operations (advantageous).
• Experience supporting a senior executive (advantageous).

Main Accountabilities:

• Raise execution and coordination
  • Work closely with the CFO and Business Development Team on day-to-day execution of the raise; keep all moving parts synchronised and surface what needs attention before it becomes urgent.
  • Track workflow across investors, distributors, and advisors; hold the master view of status and next actions.
  • Coordinate diaries and deadlines across the CFO, distribution partners, and counterparties.
• Investor onboarding and administration
  • Process subscriptions and onboarding documentation from receipt to execution.
  • Run AML/KYC verification on every investor and connected party; elevate exceptions.
  • Maintain complete, audit-ready investor files and an accurate investor register.
• Client and distributor liaison
  • Act as first point of contact for investor and distributor queries — confident and professional on the phone and in writing.
  • Set up and coordinate meetings between distributors and IFAs; manage invitations, scheduling, and follow-up so distributors can attend prepared.
  • Chase incomplete applications through to close-out.
• Client support
  • Support clients in assembling and preparing their tax documentation (administrative support only; substantive queries escalated per protocol).
  • Support the distribution of statements, confirmations, and tax certificates.
• Records and controls
  • Apply the onboarding checklist and control framework to every file.
  • Maintain records to regulatory standards and support audit requests.
  • Keep document version control across the subscription pack and templates.

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