Graduate Program - Investments

GRADUATE 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.

Operational Support and Process Management

Compliance

General Office Support

Client Relationships

SALARY :

QUALIFICATIONS : EXPERIENCE :

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 :