Supporting operational excellence within an established private client wealth management environment, this position executes core administrative functions across investment operations, client onboarding, and portfolio maintenance. Operating from 08:00 to 17:00 on site in Bryanston, the role serves as a primary operational support contact for private clients while facilitating seamless transaction processing and reporting workflows.
The position takes ownership of end-to-end client onboarding processes, recurring feedback documentation, and payment execution across direct broking platforms and linked investment service providers. Working alongside an established operational team, the role ensures precise execution of client instructions, maintains regulatory compliance records, and supports the generation of tailored client investment proposals.
Execute complete client onboarding processes, maintenance tasks, and ongoing administration on broking platforms and linked investment service providers
Process investment additions, recurring contributions, and withdrawal requests across various product structures, including Retirement Annuities
Act as the dedicated operational contact person for private clients to address day-to-day queries and resolve administrative matters promptly
Compile and distribute periodic client reporting packs, including monthly portfolio statements, ad-hoc report requests, and annual tax packs
Prepare client feedback presentations and documentation packs to support ongoing client review meetings
Manage end-to-end client payment processing and withdrawal requests across banking and investment platforms
Assist with the preparation of client investment proposals and presentation materials
Maintain routine FSP administrative compliance records, keep statutory registers updated, and enforce FICA requirements
Provide administrative support for general operational tasks, including website maintenance and client invoicing as required
Requirements
Essential Requirements
Proven experience within the private client investment or wealth management sector
Demonstrable working knowledge of investment reporting frameworks and operational administrative processes
Practical familiarity with processing transactions on linked investment service provider (LISP) platforms
Experience executing client onboarding and managing statutory FICA compliance documentation
Ability to work full-time on site in Bryanston from 08:00 to 17:00
Desirable Requirements
Direct experience working within a stockbroking environment
Exposure to processing client transactions on the Investec platform or Glacier platform
Experience with website maintenance support and client invoicing
Required Software Skills
Investec platform
Glacier platform
Skills Required
- Proven experience within the private client investment or wealth management sector
- Working knowledge of investment reporting frameworks and operational administrative processes
- Practical familiarity with linked investment service provider platforms
- Experience executing client onboarding and managing statutory FICA compliance documentation
- Ability to work full-time on site in Bryanston from 08:00 to 17:00
- Direct experience working within a stockbroking environment
- Experience processing client transactions on the Investec or Glacier platforms
- Experience with website maintenance support and client invoicing
- Investec platform skills
- Glacier platform skills
What We Do
RecruitMyMom is a South African recruitment agency specializing in placing skilled women, particularly professional mothers, in permanent, contract, freelance, and fractional roles. They connect local and global businesses with top-tier talent and focus on the economic empowerment of women.
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