Junior Administrator / Investments
Moving Heads Personnel · Cape Town · Negotiable
Posted 18 August 2026
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Experience in the investment/asset management industry is essential
Duties & Responsibilities
Responsible for the accurate and timeous indexing, allocation and processing functions including client service activities relating to the range of discretionary products.
Accurate indexing and allocation of instructions.
Assist the team to complete and co-ordinate the work for the day, indexing and allocating instructions so that daily volumes are managed effectively.
Effectively processing the number of instructions against the time allocated.
These included but not limited to – Investments; Disinvestments; Switches and general maintenance instructions.
Clear notes and all communication on work objects ensuring that data/communication captured facilitates easy access to the progress of the instruction.
Generate and distribute bulk communication to clients.
Follow up with Advice and external suppliers within SLA when required.
Daily tasks are completed timeously and accurately.
Following the correct processes.
Follow-up date for transactions and action correctly according to SLA.
Assist with adhoc projects as and when required.
Desired Experience & Qualification
Minimum grade 12
Relevant post matric qualification will be an advantage (Maths and Accounting are preferred).
Min 1 year experience in investment and planning environment and LISP Experience an advantage.
Microsoft packages
Knowledge of financial services industry and products
Package & Remuneration
Negotiable