About the position
Investment Operations and Banking Administrator Looking to join a finance and operations team that drives excellence across investment platforms? Here's your chance to step into a pivotal operations role. 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
Claremont, Cape Town
Market Related
You're a highly analytical finance professional with a strong eye for detail and a natural flair for problem solving. You thrive in structured, routine-driven environments but are just as comfortable adapting to change and resolving complex issues. Known for your ethical standards and clear communication, you work well independently and as part of a close-knit team. Multi-tasking is second nature, and your ability to manage reconciliations, tax filings, and audit responses is what sets you apart.
You'll be part of a dynamic Finance Operations team, ensuring accurate controls across a LISP, Life Company, CIS Manco and retirement funds. From reviewing bank and unit reconciliations to releasing international payments and completing AML reviews, you'll play a vital role in keeping operations running smoothly. You'll manage PAYE reconciliations, support tax submissions to SARS, and liaise with external stakeholders. Your contributions will also be key during audit cycles and in resolving operational queries quickly and effectively.
You'll join a respected wealth management firm known for its integrity, professionalism, and long-standing presence in the South African market. With a culture built on continuous improvement, collaboration, and client-first thinking, the organisation offers an empowering environment where your skills will truly matter. You'll be fully office based in professional offices in Claremont, Cape Town.
You'll bring a commerce degree or similar qualification, and at least 5 years' experience in financial services, ideally in financial operations for a LISP or management company. You're proficient in Advanced Excel, and any experience with SQL is a plus. You understand processes, systems, and data, and bring exceptional numerical accuracy, communication skills, and the ability to learn fast. Only candidates currently residing in Cape Town can be considered.
A market-related salary, a stable permanent position, and the chance to grow within a highly regarded financial institution that values technical strength and professional growth. You will also get a guaranteed 13th cheque and benefits as part of your salary.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address 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:
- 5 to 10 years
Desired Qualification Level:
- Diploma
