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Vacancy Details

Reference No.



An investment corporate is looking to employ an Administrator – Retirement and Life who will be to contribute to a high standard of quality by efficiently processing (validating, capturing, authorising) instructions received by the business as well as providing excellent service to all clients.


The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up and correctly processing the clients’ instructions.


  • The accurate input of all client instructions into the administration system and ensuring the constant review and updating of the workflow system
  • Ensuring all incoming work is processed within required turnaround times and before relevant cut off times as agreed upon in the Service Level Agreement with the clients
  • Ensuring that all instructions received comply with business rules and legislative requirements
  • Assist with the prevention of fraud and money laundering by adhering to business and legal requirements
  • Technical understanding of the business and the clients’ offerings and the ability to apply that understanding to daily outputs
  • Correct and timeous rectification of errors
  • Support fellow team members and Team Leader
  • Ad hoc duties as may be required from time to time



  • Matric / Grade 12
  • Relevant tertiary qualification would be an advantage


  • 2 years’ experience within the Linked Investment Service
  • Provider/Financial Services Industry (Experience within a Unit Trust operational area will be an advantage)
  • Strong administrative skills
  • Relationship building skills
  • Attention to detail
  • Accuracy
  • Numerical skills
  • Computer skills (MS Office)
  • Flexibility (Overtime)
  • Customer service oriented

Competencies and Personality Attributes

  • Resilience and tenacity
  • Positive and enthusiastic attitude
  • Ability to work under pressure
  • Ability to work as part of a team
  • Ownership
  • Typing proficiency

Software, Systems knowledge

  • Computer skills (MS Office)
  • Flexcube, Digiata, Bizagi knowledge will be an advantage

Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful.

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Western Cape - Cape Town CBD