Investment Operations Specialist: Precision & Compliance

The Recruitment Council; Randburg; On-site; ZAR 420 000 - 550 000; Full time

Job summary

A leading financial services firm is seeking an Investment Administrator in Randburg, South Africa. This role involves managing client investment transactions, performing account reconciliations, and ensuring compliance with financial regulations. The ideal candidate has a Bachelor's degree and at least 5 years of relevant experience. Strong analytical skills and proficiency in Microsoft Excel are essential. This position offers the opportunity for operational excellence in a dynamic environment.

Qualifications

• Minimum of 5 years of experience in investment administration or similar role within financial services.
• Basic or intermediate skills in Microsoft Excel, Outlook, and Word.

Responsibilities

• Manage and accurately process all client investment transactions, ensuring timeliness.
• Perform meticulous reconciliations of investment accounts and prepare accurate reports.
• Ensure compliance with internal policies and identify operational risks.

Skills

Attention to detail

Analytical thinking

Time management

Problem-solving

Education

Bachelor’s degree in Finance, Business Administration, Economics, or related field

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

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

Job description

A leading financial services firm is seeking an Investment Administrator in Randburg, South Africa. This role involves managing client investment transactions, performing account reconciliations, and ensuring compliance with financial regulations. The ideal candidate has a Bachelor's degree and at least 5 years of relevant experience. Strong analytical skills and proficiency in Microsoft Excel are essential. This position offers the opportunity for operational excellence in a dynamic environment.