Investment Administrator

Lesley Snyman and associates CC; Sandton; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Lesley Snyman and associates CC is seeking an Administrative Support professional to join their investment management team in Sandton, Gauteng. The role involves ensuring efficient operations, managing client account handling, and adhering to regulatory compliance.

Candidates should have a Diploma/Degree in Business Administration, along with 2 years of experience in financial services or investment management. Key tasks include stakeholder engagement, processing investment instructions, and maintaining accurate records.

Qualifications

• 2 years administrative experience in financial services or investment management.
• Knowledge of segmented mandate requirements.
• Knowledge of stockbroking processes and the Johannesburg Stock Exchange is beneficial.

Responsibilities

• Act as the point of contact for stakeholder engagement and collaboration.
• Ensure FAIS and FICA compliance.
• Process investment instructions including trades, deposits, and withdrawals.
• Prepare and distribute regular investment reports and compliance updates.
• Assist with general administrative duties such as diary management and office support.

Skills

Familiarity with investment administration

Stakeholder engagement

Proficient in Microsoft Office Suite

Education

Diploma / Degree in Business Administration or similar

Job description

Provide administrative support to investment management team, ensuring efficient operations, accurate client account handling, and regulatory compliance.

Qualifications & Minimum Requirements

• Diploma / Degree in Business Administration or similar
• 2 years administrative experience in financial services or investment management
• Knowledge of segmented mandate requirements
• Familiarity with investment administration, FICA and FAIS compliance
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint)
• Knowledge of stockbroking processes and the Johannesburg Stock Exchange is beneficial

Key Performance Areas

• Stakeholder engagement and collaboration - act as the point of contact
• Ensure FAIS and FICA compliance
• New business processing and administrative support
• Manage and maintain accurate client portfolio records, including track and communicate portfolio actions such as dividends and corporate events
• Process investment instructions including trades, deposits, and withdrawals
• Prepare and distribute regular investment reports and compliance updates
• Maintain a complete and accurate audit trail of all client documentation
• Coordinate internal and client meetings, including agendas and minutes
• Assist with general administrative duties such as diary management, travel, and office support