Asset Management / Stockbroking Administrator

About the role

This position supports operational excellence within an established private client wealth management environment, executing core administrative functions across investment operations, client onboarding and portfolio maintenance. It works from 08:00 to 17:00 on site in Bryanston and acts as the main operational contact for private clients, handling transaction processing and reporting. The role also covers end-to-end client onboarding, recurring feedback documentation and payment execution across direct broking platforms and linked investment service providers.

Key responsibilities

• Execute complete client onboarding, maintenance and ongoing administration on broking platforms and linked investment service providers
• Process investment additions, recurring contributions and withdrawal requests across products such as Retirement Annuities
• Act as the dedicated operational contact for private clients, resolving day-to-day queries and administrative matters
• Compile and distribute periodic client reporting packs, including monthly portfolio statements, ad-hoc reports and annual tax packs
• Prepare client feedback presentations and documentation for client review meetings
• Manage end-to-end client payment processing and withdrawals across banking and investment platforms
• Assist with client investment proposals and presentation materials
• Maintain FSP administrative compliance records, statutory registers and FICA requirements
• Provide general administrative support such as website maintenance and client invoicing

Required profile

• Proven experience in the private client investment or wealth management sector
• Working knowledge of investment reporting frameworks and operational administrative processes
• Familiarity with LISP platform transactions and client onboarding, including FICA documentation
• Ability to work full-time on site in Bryanston from 08:00 to 17:00
• Desirable: stockbroking experience, exposure to the Investec or Glacier platforms, and website maintenance and invoicing experience

Required skills

• Investec platform
• Glacier platform