OPERATIONS ADMINISTRATOR - Investments

The Operations Administrator is responsible for supporting the operational infrastructure of the company. This includes client onboarding, account maintenance, compliance documentation, data entry, reporting, liaising with custodians/platforms, and assisting with internal systems and procedures. The ideal candidate will be highly organised, tech-savvy, detail-oriented, and able to work independently.

RESPONSIBILITIES & FUNCTIONS:

• Client and Account Administration
• Assist with client onboarding including KYC/AML checks, account opening, and documentation.
• Process transfers of investments from other financial institutions.
• Handle account changes (address updates, beneficiaries, etc.).
• Coordinate with custodians and platforms to resolve administrative issues.
• Maintain accurate and up-to-date client records.
• Process client investment transactions (redemptions, additions, switches etc.).
  • Coordinate with custodians, platforms, or fund managers to ensure timely and accurate execution of client investment transactions.
  • Requesting and saving supporting documents for valuation purposes.
  • Obtain source documents for annual tax reporting.
    • Operational Support and Process Management
    • Support directors and associates with meeting prep and follow-up tasks.
    • Monitor workflows to ensure operational tasks are completed in a timely manner.
    • Streamline operational processes to improve workflow efficiency.
      • Compliance
      • Assist with the company’s audits.
        • General Office Support
        • Provide administrative support to directors and associates.
        • Manage office supplies and vendor relationships when required.
        • Arrange shipment and delivery of company and client related documents when required.
          • Client Relationships
          • Assist directors and associates with organising client gifts.

SALARY:

• R180,000 p/a CTC.
• Bachelor's degree (any discipline).
• No prior experience necessary – full training provided.

QUALIFICATIONS:

EXPERIENCE: