JOB TITLE: OPERATIONS ADMINISTRATOR

R240 000 p.a. CTC

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.

QUALIFICATIONS:

• Bachelor's degree (any discipline – preferably non-finance/economics based).

EXPERIENCE:

• No prior experience necessary – full training provided.
• Ideal for a highly organised individual who is passionate about efficiency and eager to learn in a small company environment.

CHARACTERISTICS/SKILL-SET:

• Highly organised
• Attention to detail
• Self-motivated
• Takes initiative
• Willing to learn
• Problem solving attitude
• Ambitious
• Great attitude
• Takes responsibility and accountability for tasks

OTHER REQUIREMENTS:

• Own car required.

Contact information

Wenz