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Lesley Snyman and associates CC
Investment AdministratorLesley Snyman and associates CC • Sandton, ZA
Investment Administrator

Investment Administrator

Lesley Snyman and associates CC • Sandton, ZA
30+ days ago
Job description

Provide administrative support to investment management team, ensuring efficient operations, accurate client account handling, and regulatory compliance.

Qualifications & Minimum Requirements:

  • Diploma / Degree in Business Administration or similar
  • 2 years administrative experience in financial services or investment management
  • Knowledge of segregated mandate requirements
  • Familiarity with investment administration, FICA and FAIS compliance
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint)
  • Knowledge of stockbroking processes and the Johannesburg Stock Exchange is beneficial

Key Performance Areas:

  • Stakeholder engagement and collaboration - act as the point of contact
  • Ensure FAIS and FICA compliance
  • New business processing and administrative support
  • Manage and maintain accurate client portfolio records, including track and communicate portfolio actions such as dividends and corporate events
  • Process investment instructions including trades, deposits, and withdrawals
  • Prepare and distribute regular investment reports and compliance updates
  • Maintain a complete and accurate audit trail of all client documentation
  • Coordinate internal and client meetings, including agendas and minutes
  • Assist with general administrative duties such as diary management, travel, and office support
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Investment Administrator • Sandton, ZA

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