Senior Investment Operations Administrator | Bryanston

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

Are you an expert in investment administration with a passion for precision, compliance, and process optimisation?

A leading, high‑growth financial services firm specialising in investment operations is seeking a dedicated Investment Administrator to join our client's Investment Operations Department.

Reporting directly to the CEO, this is a high‑visibility role where your expertise will be essential to the accurate and efficient administration of complex investment portfolios. If you thrive on ensuring data integrity, managing complex transactions, and optimising workflows, this is your opportunity to drive operational excellence.

Responsibilities

• Portfolio Mastery: Manage and accurately process all client investment transactions, including new investments, redemptions, transfers, and switches, ensuring timeliness.
• Reconciliation & Reporting: Perform meticulous reconciliations of investment accounts, proactively resolve any discrepancies, and prepare accurate reports for clients and management.
• Compliance & Risk: Ensure all activities strictly adhere to internal policies, focusing on identifying and mitigating operational risks and supporting compliance. Some understanding of South African financial regulations (FICA) is a bonus.
• Process Optimisation: Play a key role in optimising operational processes by identifying opportunities to streamline workflows and enhance system efficiencies.
• Stakeholder Liaison: Provide exceptional support by liaising professionally with clients, financial advisors, and third‑party providers to address inquiries promptly.

Qualifications

• Minimum of 5 years of experience in investment administration or a similar role within financial services.
• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Basic or intermediate Microsoft Excel, Outlook, and Word skills.
• Proficiency in reporting systems (e.g., Elite Wealth, Ease‑Fica) is a bonus.
• Exceptional attention to detail and analytical thinking, with strong time management and problem‑solving skills.
• Team‑player mindset and ability to collaborate effectively with cross‑functional teams.