RecruitMyMom

Investment Client Administrator

RecruitMyMom  •  Cape Town, ZA (Onsite)  •  1 day ago
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Job Description


Facilitating core operations within a wealth and fund management environment, this role provides high-level administrative support to ensure seamless daily execution. The position plays a critical function in driving client onboarding, handling client instructions, and upholding operational standards across the department.


Operating full-time on site in office in Constantia Cape Town, this role requires a candidate with hands-on exposure to financial services and a thorough understanding of regulatory compliance framework requirements

. A mature candidate profile is welcomed for this position

. Must have solid excel experience.


Key Responsibilities


  • Deliver comprehensive daily administrative support to support department operations

    .


  • Coordinate and execute the onboarding process for incoming clients

    .


  • Process and track client instructions accurately within a regulated environment

    .


  • Maintain strict adherence to FICA compliance and financial services regulatory requirements

    .


  • Utilize documentation software to draft records and manage administrative files

    .


Requirements


Essential Requirements


  • Work experience within the financial services sector

    .


  • Knowledge of FICA compliance and financial services compliance requirements

    .


  • Proficiency in Microsoft Word and Microsoft Excel

    .


Desirable Requirements


  • Experience within a wealth and fund management environment

    .


  • Mature candidate profile

    .


Required Software Skills


  • Microsoft Word


  • Microsoft Excel

RecruitMyMom

About RecruitMyMom

RecruitMyMom is a leading South African recruitment agency, connecting local and global businesses with top-tier talent—ranging from skilled professionals to C-Suite executives. We recruit for permanent, contract, freelance and fractional roles, including maternity cover, virtual assistants, and executive-level hires.

We specialise in placing highly skilled professionals, with a strong track record in helping experienced mothers grow their career, return to the workforce, transition careers, and secure flexible opportunities. Our tailored approach ensures the perfect match between employer needs and candidate aspirations, making hiring efficient, seamless, and impactful.

For international companies hiring in South Africa, we also provide Employer of Record (EOR) Professional Services, ensuring compliant and hassle-free workforce management.

Whether you need in-office professionals, remote specialists, or fractional C-Suite leaders, RecruitMyMom is your trusted recruitment partner—helping you build a high-performing, flexible, and future-ready workforce.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
Cape Town, ZA
Year Founded
2012
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