Investment Operations and Banking Administrator
Location: Claremont, Cape Town
Salary: Market related
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?
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.What you’ll be doing (and why you’ll enjoy it)
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.Where you’ll be doing it
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.What you’ll need
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.What you’ll get
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.How to apply
For a confidential discussion please contact Claudette on (021) 035 1432 or send your CV to c.dupreez@thetalentexperts.co.za. 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.Applicant Consent
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