Fund Administrator - Investment

Job Placements · Kensington

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Key Responsibilities

  • Manage investor onboarding, subscriptions and supporting documentation.
  • Conduct and coordinate AML/KYC checks and maintain accurate investor records.
  • Coordinate workflows between investors, distributors, IFAs and internal stakeholders.
  • Handle investor and distributor queries professionally.
  • Follow up on outstanding applications and documentation.
  • Support the distribution of investor statements, confirmations and tax certificates.
  • Maintain audit-ready records and ensure compliance with internal controls.
  • Provide administrative and coordination support to the CFO and senior management.

Requirements

• 4+ years' experience in fund administration, investor operations, financial services or investments. • Working knowledge of AML/KYC and investor onboarding . • Strong organisational and administrative skills. • Excellent written and verbal communication skills. • Confident dealing with investors, IFAs and intermediaries. • Strong Excel skills and experience with CRM/document management systems. • Excellent attention to detail and ability to manage multiple priorities. Advantageous: Experience with distributor/IFA channels, investment administration, paraplanning or executive support.

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Fund Administrator - Investment at Job Placements — Kensington · JobAlertsZA