Investment Portfolio Administrator
Location: Claremont, Cape Town
Salary: Market related
Ready to accelerate your career in Private Client Asset Management?
Is this you?
You’re naturally detail-oriented and take real pride in accuracy. You thrive under pressure, plan your work carefully and consistently meet deadlines. Adaptable and cooperative, you enjoy working as part of a close-knit team while confidently taking initiative when needed. You’re assertive, solutions-focused and passionate about delivering high-quality service to both colleagues and clients.What you’ll be doing (and why you’ll enjoy it)
You’ll provide key administrative support to the private client investment team, ensuring the accurate and timeous processing of portfolio transactions. Your day will include managing morning data downloads, processing withdrawals and deposits, opening and closing accounts, monitoring client cash balances and preparing full CGT calculations for portfolio liquidations. You’ll liaise with stockbrokers, execute trades once approved, maintain accurate client data across portfolio systems, handle service requests within 24 hours and ensure monthly reporting is completed on time. It’s a role that offers exposure to both domestic and offshore share portfolios in a fast-paced, professional environment.Where you’ll be doing it
Our client is a well-established private wealth and asset management firm known for its disciplined investment approach and strong client relationships. The business operates within a culture built on professionalism, client centricity and trust, offering a structured yet supportive environment where high standards and long-term thinking are valued. You will be fully office based in Claremont so you need to live in the southern suburbs of Cape Town.What you’ll need
A completed BCom degree is essential with a minimum of 2 years’ experience in investment administration. Exposure to share portfolios, both local and offshore, trade support and experience liaising with stockbrokers will be advantageous.. Strong Excel skills are essential, and exposure to eCube, xPlan or Opus (DMA) would be advantageous.What you’ll get
A market-related salary, potential performance bonus, provident fund contributions and study support plus study leave. Best of all, you will work in a supportive, values-driven culture.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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