About the position
Investment Client Services Administrator Not every client service role puts you at the heart of a high-performing investment environment. This one does. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Newlands, Cape Town
Market related
You take pride in delivering exceptional client service and understand that accuracy, professionalism and responsiveness make all the difference. Naturally organised and detail-focused, you communicate confidently with clients, build trust easily and enjoy taking ownership of your work from start to finish. Integrity, discretion and a proactive approach come naturally, and you thrive in a structured environment where your contribution truly matters.
You'll play a key role supporting an experienced investment team by ensuring client administration runs seamlessly. From onboarding new retail clients and managing investment paperwork to maintaining client records, preparing investment reports and responding to client queries, you'll be the person who keeps everything on track. You'll also ensure regulatory compliance through KYC and FICA processes while providing general administrative support including Section 14 and 37 transfers. You'll enjoy this role because no two days are the same, your work directly enhances the client experience and you'll become a trusted part of a small professional, collaborative team.
Join a respected local investment management firm with an established reputation for delivering outstanding results and exceptional client service. Working with high-net-worth individuals, the business has built a culture centred around professionalism, integrity, collaboration and long-term relationships, offering a stable environment where quality and excellence are valued.
Matric is essential, together with at least 3 years' experience within financial services administration, specifically asset management, retirement funds or unit trusts. Strong Microsoft Office and Excel skills are required, along with excellent verbal and written communication, exceptional attention to detail and the ability to manage confidential information professionally.
Along with a competitive salary, you'll enjoy the opportunity to join a respected financial services business where your skills will be valued, your professional development supported and your contribution recognised within a stable, high-performing team. You will have the option to work hybrid after your probation period.
For a confidential discussion please contact Claudette Du Preez on LinkedIn, [Phone Number Removed]; or send your CV to c.dupreez (at) [URL Removed] - we appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- investment admin
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Grade 12 / Matric
