Key Responsibilities Prepare and process investment instructions, including submission via internal systems and follow-up to completion Handle daily and monthly EFT payments on behalf of clients, including verification and system capturing Monitor debit balances and assist team members with corrective actions Facilitate onboarding of new clients, including completion and capturing of all required documentation Prepare and file meeting notes promptly and accurately Maintain electronic and physical filing systems in compliance with financial services legislation Liaise with internal investment administration and support departments Manage office stock and consumables to ensure smooth operations Provide general administrative and secretarial support, including: Typing and filing client correspondence Diary management and event bookings Reception duties when required Minimum Requirements Matric (preferably with Accounting) A bookkeeping or accounting diploma is advantageous Minimum of 2 years experience in a similar role, specifically within investment administration or broker support Exposure to unit trusts, local and offshore investments, life assurance, or wills is advantageous Intermediate computer literacy, particularly in MS Office and Excel Key Competencies Strong attention to detail Excellent organisational and time management skills Ability to work independently Problem-solving ability and initiative Strong administrative and communication skills*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*