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Investment Administrator | Old Oak, Bellville at PSG Konsult Ltd
PSG Konsult Ltd
October 3, 2026
Full-time
On-site
Job Description :
The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.
Responsibilities:
Interaction with clients (management of relationships and providing client services)
Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
Processing client queries and instructions
Administering all Investment and risk products
Maintaining CRM system
Preparing and distributing Tax statements as well as monthly/quarterly statements
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Minimum requirements:
Grade 12 Completed
NQF 5 Wealth Management
Relevant BCom Degree in Financial Planning / Investment Management (Advantageous)
3- 5 years' relevant administration of investment business within the Financial Services Industry
Proficient in both spoken & written English & at least one other of the SA languages
Competencies required:
Ability to work as part of a team
Attention to detail
Be able to work under pressure
High communication skills (verbal & written)
Willingness to learn and take instruction
Time management
Open to engaging with clients
Computer literacy (MS Office - Advanced MS Excel)
Closing date: 11-Oct-2026
The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.
Responsibilities:
Interaction with clients (management of relationships and providing client services)
Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
Processing client queries and instructions
Administering all Investment and risk products
Maintaining CRM system
Preparing and distributing Tax statements as well as monthly/quarterly statements
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Minimum requirements:
Grade 12 Completed
NQF 5 Wealth Management
Relevant BCom Degree in Financial Planning / Investment Management (Advantageous)
3- 5 years' relevant administration of investment business within the Financial Services Industry
Proficient in both spoken & written English & at least one other of the SA languages
Competencies required:
Ability to work as part of a team
Attention to detail
Be able to work under pressure
High communication skills (verbal & written)
Willingness to learn and take instruction
Time management
Open to engaging with clients
Computer literacy (MS Office - Advanced MS Excel)
Closing date: 11-Oct-2026