Investment Client Services and Admin Specialist

Is investment admin and client service your-a-game? Keen to take it up a notch and run with the full function in a small asset manager? Here is your perfect opportunity.

Is this you?
You've gained solid experience in investment administration while looking after clients. You thrive in client service, you're passionate about ensuring client satisfaction while having a structured approach to all the required admin. Your meticulous attention to detail and ability to manage end-to-end processes make you the go-to person for administrative precision.

What you'll be doing (and why you'll enjoy it)
In this role, you will work closely with the investment team, providing efficient and reliable administrative support. You'll manage client onboarding, respond promptly to queries, and assist with investment paperwork. Maintaining customer databases and preparing detailed monthly and quarterly investment reports will also be part of your responsibilities. You'll also ensure compliance with FSCA regulations, conducting KYC and FIC assessments while keeping compliance records up to date. This position will also see you supporting the office with general administration, secretarial duties, and ad-hoc tasks, ensuring the smooth operation of the team. And what you do from here is entirely up to you.

Where you'll be doing it
You'll join a highly respected boutique asset management firm that has been a leader in its field for over two decades, managing billions in assets and servicing discerning high-net-worth clientele. Known for its professional and client-focused culture, the company provides an environment where excellence and integrity are at the heart of everything they do. Expect to be part of a supportive team that values your contribution and fosters professional growth. You'll be based in professional office in Newlands with the option to work hybrid.

What you'll need
To excel in this role, you'll need Matric and at least 3 years of experience in investment administration, particularly within asset management, retirement funds, or unit trusts. Proficiency in Microsoft Office, especially Excel, is essential. An investment related diploma/degree is highly advantageous. Your strengths should include clear communication, exceptional organizational skills, ability to work independently, being proactive and having a keen eye for detail.

What you'll get
In addition to a competitive salary package and the opportunity to work in a top-performing organization renowned for its excellence, you'll get the opportunity to work some days in the comfort of your home. You'll join a collaborative and professional team, providing a platform to further develop your career in the financial services industry.

How to apply
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• Strong administration skills
• Good communication skills
• Attention to detail

Desired Work Experience:

• 2 to 5 years