Junior Investment Admin — Boutique Firm, On-Site Growth

ACG Growth Partners™; Durban; On-site; ZAR 89,000 - 112,000; Full time

Benefits offered by this job

Profit-share bonus

Job summary

ACG Growth Partners is seeking a Junior Administrator in Durban to support the client administration function. The role involves processing investment applications from preparation through submission and coordinating service requests, reporting and compliance tasks within a small team.

The position is office-based, permanent, with a three-month probation period and a monthly salary of R8,000–R10,000 plus an annual profit-share bonus.

Qualifications

• Matric certificate.
• At least one year of work experience within the financial services and investments industry.
• Understanding of FAIS and FICA legislation.
• Available to work on site; not remote.

Responsibilities

• Prepare investment applications and their supporting documentation.
• Gather client information and complete onboarding.
• Run compliance checks on every application.
• File and submit completed applications.
• Process deposits and withdrawals.
• Attend to account detail amendments.
• Handle share enquiries and transfers.
• Prepare annual tax packs and client investment statements.

Skills

Microsoft Office 365

CRM systems

Analytical thinking

Detail-oriented

Time management

Education

Matric certificate

Tools

SAXO Partner Connect

Glacier portals

OPUS

Unity

SCRM

AtWork CRM

Job description

ACG Growth Partners is seeking a Junior Administrator in Durban to support the client administration function. The role involves processing investment applications from preparation through submission and coordinating service requests, reporting and compliance tasks within a small team.

The position is office-based, permanent, with a three-month probation period and a monthly salary of R8,000–R10,000 plus an annual profit-share bonus.