Investment Administrator | Old Oak, Bellville, Western Cape | Permanent

Designation: Investment Administrator | Old Oak, Bellville, Western Cape | Permanent

Category: Administration and Operations

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 28 Sep 2026

Reference Number: POS41029

Closing date: 11-Oct-2026

Position Type: Permanent

Location: Old Oak

Overview:

VACANCY | INVESTMENT ADMINISTRATOR | OLD OAK, BELLVILLE, WESTERN CAPE | PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job description:

The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.

Responsibilities:

• Interaction with clients (management of relationships and providing client services)
• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
• Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
• Processing client queries and instructions
• Administering all Investment and risk products
• Maintaining CRM system
• Preparing and distributing Tax statements as well as monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships

Minimum requirements:

• Grade 12 Completed
• NQF 5 Wealth Management
• Relevant BCom Degree in Financial Planning / Investment Management (Advantageous)
• 3- 5 years’ relevant administration of investment business within the Financial Services Industry
• Proficient in both spoken & written English & at least one other of the SA languages

Competencies required:

• Ability to work as part of a team
• Attention to detail
• Be able to work under pressure
• High communication skills (verbal & written)
• Willingness to learn and take instruction
• Time management
• Open to engaging with clients
• Computer literacy (MS Office – Advanced MS Excel)

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 11 October 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.