https://jobs.govnet.co.za/western-cape-paarl/admin-office-support/RSS latest ads: Admin & Office Support in Paarl https://jobs.govnet.co.za/western-cape-paarl/test-investment-admin-at-psg-konsult-ltd-jobs-1145.html https://jobs.govnet.co.za/western-cape-paarl/test-investment-admin-at-psg-konsult-ltd-jobs-1145.html <p><span></p> <h1>Job Description: Investment Administration Specialist</h1> <p>The successful candidate will be responsible for the administration of investment business, processing of new applications, and maintenance of the investment book.</p> <h2>Responsibilities</h2> <ul> <li>Interact with clients, managing relationships and providing client services.</li> <li>Accurately, timely, and efficiently implement the wealth management function as instructed by relevant wealth managers.</li> <li>Handle investment administration matters including Unit Trusts, Share Portfolios, Offshore Investments, Cash Management, and Forex payments.</li> <li>Process client queries and instructions.</li> <li>Administer all Investment and risk products.</li> <li>Maintain the CRM system.</li> <li>Prepare and distribute Tax statements, monthly, and quarterly statements.</li> <li>Manage administrative documentation and detailed records.</li> <li>Build and maintain good working relationships.</li> </ul> <h2>Minimum Requirements</h2> <ul> <li>Grade 12 or NQF5 Wealth Management relevant BCom Degree in Financial Planning or Investment Management (advantageous).</li> <li>3-5 years of relevant administration of investment business within a brokerage (essential).</li> <li>Proficient in both spoken and written English and at least one other South African language.</li> </ul> <h2>Competencies Required</h2> <ul> <li>Ability to work effectively as part of a team.</li> <li>Attention to detail.</li> <li>Ability to work under pressure.</li> <li>High communication skills (verbal and written).</li> <li>Willingness to learn and take instruction.</li> <li>Time management skills.</li> <li>Open to engaging with clients.</li> <li>Computer literacy, proficient in Microsoft Office suite, including advanced Excel.</li> </ul> <p></span></p> Admin & Office Support, Paarl]]> Wed, 08 Apr 2026 09:00:06 +0000