Investment Administrator | Bellville, Cape Town
The Talent Room · Bellville, Cape Town, Western Cape
Overview
A financial services client in Bellville is looking for a detail-oriented Investment Administrator to manage investment applications, client queries, and reporting. You'll work with unit trusts, share portfolios, offshore investments, and forex payments. If you have 3 to 5 years of investment admin experience and strong Excel skills, this permanent role could be your next career move.
About the role
Our client in Bellville, Cape Town is seeking an organised and detail-focused Investment Administrator to join their team on a permanent basis. You will play a key role in administering investment business, processing new applications, and maintaining the existing investment book.
What you will be doing:
- Managing client relationships and providing professional service
- Implementing wealth management instructions from wealth managers accurately and on time
- Administering unit trusts, share portfolios, offshore investments, cash management, and forex payments
- Processing client queries and investment instructions
- Administering investment and risk products
- Updating the CRM system and preparing tax and investment statements
- Maintaining detailed records and building strong working relationships
Requirements
- Grade 12 (Matric) completed
- NQF Level 5 qualification in Wealth Management
- BCom degree in Financial Planning or Investment Management will be advantageous
- 3 to 5 years of relevant investment administration experience in financial services
- Proficiency in English and at least one other South African language
- Computer literacy with advanced Microsoft Excel skills
- Strong attention to detail and accuracy
- Excellent verbal and written communication skills
- Ability to work under pressure and meet deadlines
- Good time management and organisational skills
- Confidence engaging with clients and managing professional relationships
- Strong administrative and problem-solving skills
- Willingness to learn and take instruction
Responsibilities
- Manage client relationships and provide professional client service
- Ensure accurate, timely implementation of wealth management instructions
- Administer investment matters including unit trusts, share portfolios, offshore investments, cash management, and forex payments
- Process client queries and investment instructions efficiently
- Administer investment and risk products
- Maintain and update the Customer Relationship Management (CRM) system
- Prepare and distribute tax statements, monthly and quarterly investment statements
- Manage administrative documentation and maintain accurate records
- Build and maintain strong relationships with clients, wealth managers, and colleagues
Job details
- Organisation
- The Talent Room
- Location
- Bellville, Cape Town, Western Cape
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Higher certificate
- Category
- Accounting & Finance
- Application Method
- Apply manually
Success Guide
This Investment Administrator role sits in Bellville, so if you are based in the Northern Suburbs or can travel there easily, it is worth a serious look. The client wants someone with solid investment admin experience, so when you apply, highlight your hands-on work with unit trusts, share portfolios, and offshore investments.
Make sure your CV clearly shows your NQF Level 5 qualification and any BCom studies, and mention your Excel skills with specific examples. Since the role involves client interaction, prepare a short example of how you have handled a difficult client query or tight deadline.
Contact The Talent Room directly through their website or social pages if you have questions, and keep an eye on their page for updates. Good luck!
How we help you prepare
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