Job Description

Job Summary
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.
• Requesting and saving supporting documents for valuation purposes.
• Obtain source documents for annual tax reporting.

• Operational Support and Process Management
• Support directors and associates with meeting prep and follow-up tasks.
• Monitor workflows to ensure operational tasks are completed in a timely manner.
• Streamline operational processes to improve workflow efficiency.

• Compliance
• Assist with the company's audits.

• General Office Support
• Provide administrative support to directors and associates.
• Manage office supplies and vendor relationships when required.
• Arrange shipment and delivery of company and client related documents when required.

• Client Relationships
• Assist directors and associates with organising client gifts.

SALARY:

• R180,000 p/a CTC.
• Bachelor's degree (any discipline).
• No prior experience necessary - full training provided.

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:

• Own car required.

WENZ
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