Compliance & Investment Administrator

Job not on LinkedIn

🔥 1 hour ago

🇿🇦 South Africa – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 25%

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RecruitMyMom

11 - 50 employees

Founded 2012

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

RecruitMyMom is a specialist talent agency in South Africa focused on empowering women by providing access to skilled job opportunities. With a commitment to diversity and flexibility, the agency connects professional mothers and independent contractors with employers seeking reliable talent for both full-time and part-time positions across various industries. They offer services including background checks, psychometric testing, and access to a wide range of professions, from virtual assistants to fractional executives.

📋 Description

• Oversee and maintain internal FAIS compliance standards, record-keeping, and regulatory documentation • Execute investment administration, account processing, and portfolio documentation across multiple linked investment service providers (LISPs) • Liaise administratively with external life insurance companies, fund managers, and discretionary investment consultancies • Provide personal assistance, including scheduling, correspondence, meeting preparation, and general office workflow • Conduct qualification, credit, criminal, and reference checks for onboarding or client requirements • Support operational excellence and high-level client service delivery within a financial advisory and wealth management environment specialising in retirement planning

🎯 Requirements

• Proven background handling financial compliance, investment administration, and executive support functions • Clean background check history, including credit, criminal, police clearance, and qualification authenticity checks • Valid driver's licence • Experience within an independent financial advisory (IFA) or wealth management practice (desirable) • Specialised exposure to South African retirement planning administrative processes (desirable) • Must reside in Gauteng

🏖️ Benefits

• Half-day • Remote • Permanent employment

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