Unit Trust Administrator

Recruiter:

Communicate Recruitment

Job Ref:

CFA020556/Roby

Date posted:

Tuesday, June 3, 2025

Location:

Capetown, South Africa

SUMMARY:
Join a leading investment management firm as a Unit Trust Administrator, where you’ll be part of a high-performance operations team. This role requires exceptional attention to detail, strong client service skills, and an understanding of financial services processes—particularly in unit trust administration. If you're looking to grow in a dynamic, compliance-driven environment, this could be your next career move.

POSITION INFO:

Process daily unit trust transactions: new business, switches, and redemptions
Validate client instructions and ensure regulatory compliance (FICA/FAIS)
Handle client and advisor queries professionally via phone and email
Maintain accurate records and upload documentation to internal systems
Release payments and compile reports for internal and external stakeholders
Collaborate across departments to ensure seamless processing
Support internal audits and contribute to process improvements

Skills & Experience:
Minimum 3–5 years’ experience in financial services, preferably unit trust or collective investment schemes
Strong administrative, reconciliation, and client servicing background
Proficient in Microsoft Office (Excel, Word, Outlook)
Experience with AWD or Silica systems is advantageous
Ability to work under pressure and meet deadlines
Excellent communication and problem-solving skills

Qualification:
Matric (Grade 12)
Business-related tertiary qualification advantageous

Contact Robyn Peskin on quoting the Ref: CFA020556.

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