Job Description

A leading and innovative investment and financial services firm is looking for a driven and detail-oriented Investment Solutions Support Specialist to join their dynamic team. This is a fantastic opportunity for someone who thrives in a fast-paced, client-centric environment and wants to be part of a highly skilled investment support function.
Key Responsibilities:

• Manage the onboarding of new business at underlying MANCO level.
• Act as a liaison between internal teams and clients to ensure delivery of high-quality investment solutions.
• Handle client queries efficiently and timeously.
• Collaborate with project managers on technology changes and implementations.
• Manage internal and external stakeholder expectations regarding new applications.
• Engage with product/service providers on administrative tasks.
• Capture portfolio and investment data accurately.
• Maintain strong professional relationships with clients, ensuring a consistently high level of service.
• Support regulatory reporting including SARB and Reg 28 requirements.
• Reconcile data between the investment admin platform and retirement fund asset managers.
• Contribute to process reviews and special projects.
• Submit daily trade files and resolve related queries.
• Assist the investment team in developing automated systems and processes.
• Utilize CRM and BI tools for effective client information management.
• Ensure compliance with relevant regulatory frameworks.
• Assist in complaint resolution and product/service troubleshooting.

Skills & Attributes Required:

• Strong attention to detail and analytical skills
• Excellent interpersonal and communication skills
• Proactive and able to work independently as well as in a team
• Capable of managing multiple projects and meeting tight deadlines
• High-level proficiency in Microsoft Excel (pivot tables, functions), Word, PowerPoint, Power BI
• Experience working with databases and research tools
• Strong organizational and problem-solving abilities
• Professional, client-centric approach

Qualifications & Requirements:

• Bachelor of Commerce or equivalent NQF qualification (mandatory)
• Valid driver's license and own reliable transport
• Willingness to work overtime when required
• Solid time management and multitasking abilities
• Strong work ethic and initiative-driven mindset

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
For more information please contact:
Angie Jardim