Independent financial advisory Investment Administrator - Roodepoort - R33 000 to R35 000 per month
Responsibilities :
- Handle full-spectrum investment administration for private client portfolios.
- Ensure accuracy of transactions, record-keeping, and reporting.
- Liaise with investment platforms, custodians, and financial planners.
- Maintain compliance with regulatory requirements.
- Support smooth operational processes within the investment team.
Requirements :
10+ years of investment administration experience .Must specifically have worked for an independent financial advisory company.In-depth knowledge of unit trusts, LISP platforms, and investment products .Strong IT systems knowledge (Excel, CRM, investment systems).Exceptional accuracy, attention to detail, and organisational skills.Stable career history with proven track record in financial services.Apply Now : If youre detail-driven and experienced in investment administration, apply today.