Investment Operations Specialist - Precision & Compliance

The Recruitment Council; Gauteng; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A high-growth financial services firm is seeking a skilled Investment Administrator to join its Investment Operations Department. In this role, you will manage client investment transactions, ensure compliance with financial regulations, and optimise operational processes. The ideal candidate will have at least 5 years of experience in investment administration and a Bachelor's degree in a relevant field. Exceptional attention to detail and analytical skills are essential. This position offers the chance to thrive in a high-visibility role directly reporting to the CEO.

Qualifications

• Minimum 5 years of experience in investment administration or financial services.
• Basic or intermediate skills in Microsoft Office suite.

Responsibilities

• Manage and process all client investment transactions accurately.
• Perform reconciliations of investment accounts and resolve discrepancies.
• Ensure compliance with internal policies and identify operational risks.
• Optimise operational processes and enhance system efficiencies.
• Liaise with clients, financial advisors, and third-party providers.

Skills

Investment administration expertise

Attention to detail

Analytical thinking

Time management

Problem-solving skills

Education

Bachelor's degree in Finance, Business Administration, or related field

Tools

Microsoft Excel

Reporting systems (e.g., Elite Wealth, Ease-Fica)

Job description

A high-growth financial services firm is seeking a skilled Investment Administrator to join its Investment Operations Department. In this role, you will manage client investment transactions, ensure compliance with financial regulations, and optimise operational processes. The ideal candidate will have at least 5 years of experience in investment administration and a Bachelor's degree in a relevant field. Exceptional attention to detail and analytical skills are essential. This position offers the chance to thrive in a high-visibility role directly reporting to the CEO.