About the position
Investment Portfolio Administrator Join a growing wealth management practice with the stability and profitability to reward your expertise. Is this you? What you'll be doing Where you'll be doing it What you'll need What you'll get How to apply
Claremont / Constantia, Cape Town
Market related
You're organised, meticulous and bring a calm, professional approach to everything you do. You value integrity, confidentiality, and precision, and you're comfortable taking ownership of your work without constant oversight. You enjoy building trust with clients and colleagues alike and can balance proactivity with a thoughtful, methodical pace.
You'll take charge of the investment administrative processes supporting client portfolio management. This includes preparing and coordinating key FAIS and FICA documents, maintaining comprehensive records, liaising with clients and institutions, placing and following up on transactions, and ensuring all instructions are carried out accurately. You'll also handle client queries, compile tax certificates, and provide vital diary management support to the Wealth Manager, helping ensure the smooth running of the practice.
Our client is a highly profitable, boutique wealth management firm in its growth phase, with over R1 billion in assets under management and plans to expand its team of Wealth Managers. You'll join a small, close-knit team where quality of service and client relationships come first. The working environment is professional yet personable, with an emphasis on long-term stability and shared success. You'll be fully office based in Claremont, Cape Town.
You need to have Matric as a minimum and gained no less than 10 years' experience supporting a Wealth Manager with a strong focus on investments. You'll be confident with Microsoft Word and Excel, have strong numeracy skills, and be highly detail-oriented. You'll bring honesty, discretion, and the ability to work independently or as part of a team. Prior experience with FAIS and FICA processes is essential, as will your ability to work under pressure and meet deadlines.
A competitive salary, strong performance-based rewards, and the chance to grow your role as the business expands. You'll work in a stable, supportive environment where your contribution is genuinely valued.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
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Desired Skills:
- investment admin
Desired Work Experience:
- More than 10 years
Desired Qualification Level:
- Grade 12 / Matric
