136 Investments jobs in South Africa

Join the largest Intellectual Property Firm in Africa and one of the biggest law firms in South Africa as a dynamic individual.

Duties and responsibilities

• Capture trust EFT’s on CMS for payment on various banking platforms
• Print proof of payments and send to the requestors
• Scan and save all payment requests and associated proof of payments
• Calculate trust transfers (Monthly and daily)
• Send crunching closure notification to receipting and debtors
• Manage bank and cash mailbox daily
• Identify and process bank charges on various trust bank accounts daily
• Ensure that receipting instructions are issued to the receipting department
• Reference request numbers on foreign payment documents to bank statements and communicate as necessary

Section 86(4)

• Open and close investment accounts and ensure compliance with legal requirements
• All movements/adjustments on investment accounts to be verified and captured daily
• Validate interest on client investments, balance to the bank accounts and process to CMS
• Adjust interest on daily investment closures
• Ensure FATCA compliance and maintain the FATCA control schedule daily
• Send out monthly manual crunching schedules to partners and ensure that they are received back and actioned efficiently
• Check and ensure that the Commission Accounts are actioned and transferred
• Send Investment balances once a week and ensure/monitor an even split between the Investment banks
• Assist with downloading of IT3(b)s on a yearly basis

• Cover leave within the division as required
• Efficiently deal with adhoc duties and queries as required

Skills and knowledge

• Good communication and writing skills with a good command of the English language
• An accurate and meticulous person with the ability to multi-task
• A hardworking, dedicated and reliable person
• Ability to use initiative and to work independently
• Ability to deal with people at all levels
• Knowledge of Attorneys Trust accounting would be advantageous

Qualification/s

• Matric
• Bookkeeping Diploma would be advantageous
• 2 years relevant experience in a finance environment
• Clear Criminal and ITC record

At Monocle, we believe work is more than just a job. It is a chance to make a difference in the world of finance. An opportunity to fulfil your potential. To make friendships with ambitious, positive, like-minded people. To gain invaluable industry experience and learn critical skills that will make you a highly sought-after management consultant.

Monocle is a people-centric, independent consulting firm, specialising in banking and insurance. We understand that our greatest asset is our people and because of this, we do things a bit differently.

Monocle embraces an ongoing and active approach to amplifying the talents of our people, empowering them to unlock their full potential and feel fulfilled in their careers. Our vibrant culture thrives through our shared growth mindset, collaboration, support, and social connection, fostering a space where everyone can flourish. We are committed to continuous learning and provide ongoing technical training, industry certification support, and personal development opportunities through mentorship and executive engagement. Ultimately, we strive to create an environment that nurtures ambition, supports well-being, embraces diversity, upholds integrity, and inspires individuals to make a positive and lasting impact on the world around us.

Unparalleled growth and exposure – Monocle is uniquely positioned in the market to undertake projects across a wide spectrum of critical and exciting areas of the financial services industry. Our managers deliver mission critical projects at the most prestigious banks and insurers in Johannesburg, Cape Town, London and Amsterdam.

Unlimited training and development – Investment in our people’s development is at the heart of Monocle’s company ethos. That is why we prioritise the upskilling of every employee.

Unique and vibrant company culture – At Monocle, we believe friends work better together than colleagues. We love nothing more than partaking in a wide variety of activities through our company sponsored clubs.

Ultra-competitive compensation – At Monocle, we want the best talent to join our team, so we understand that those individuals need to be recognised and rewarded for their true value.

Develop and maintain finance reporting processes, focusing on key metrics for investments, life and general insurance products.

Collaborate with business teams to gather and document reporting requirements.

Assist in the operational transformation initiatives, modernising data capabilities, and reporting processes.

Analyse financial data to identify trends and insights.

Provide the requirements specification and design new investment management and administration systems.

Hold a degree, with strong preference for a post graduate qualification.

Have 5 years or more relevant experience in the Investments industry in a similar role.

Hold a professional qualification in finance and risk management, such as CFA and/or FRM.

Qualification Requirements:

Degree in Mathematics, Statistics, Actuarial Science, Accounting, Economics.

Experience Requirements:

Minimum of 5 years of experience in insurance and asset management industry.

Experience in business systems implementation initiatives.

Good technical skills, including experience with tools such as SQL, SAS, Python and Business Intelligence applications.

Has an enquiring mind and is eager to learn and improve their professional skillset.

Is able to work in a dynamic environment where one day never looks like another.

Is enthusiastic in their approach to their work.

Regards themselves as a high performer.

Is an excellent communicator with exceptional verbal and written communication skills.

Works well under pressure to meet client objectives.

Is sociable and enjoys interacting with others, both at work and at social events.

Works well independently and in a team.

During the interview process, you will meet with different Monocle representatives – including both People and Culturerepresentatives and company executives – and demonstrate your cognitive abilities in various assessments. A critical aspect of the interview process will be determining whether Monocle will be a good fit for you and your career aspirations, so please come prepared with any questions you may have.

If you have a passion for finance and problem-solving, a relevant qualification, and think you have what it takes to join a team of your smartest and most driven peers, start your Monocle journey today!

A 45-Minute, 60-questions, online competency assessment test.

A personal meeting with People & Culture to get to know you and tell you more about Monocle.

To discuss your skills, business knowledge, experience, project fit and the role requirements.

A discussion with either our CEO, COO or CFO on various topics.

A final offer is made by the P&C team to the candidate.

*Please note that on clicking 'Apply Now' you will be redirected to our third-party career portal.

Role Purpose:

Join a dynamic private equity and investment management company within a larger group. We focus on identifying and investing in high-potential businesses across a variety of sectors, including finance, education, mining, hospitality, and property. Our strategy involves providing capital, strategic guidance, and operational expertise to help our portfolio companies grow, improve, and succeed. We pride ourselves on fostering long-term partnerships with businesses, helping them expand both locally and internationally. We manage a diverse range of investments, from commercial property ventures to innovative solutions in industries like energy and healthcare. Our commitment is to drive growth and maximize value for our stakeholders, creating meaningful impact across the African continent.
As the Accountant you will primarily be accountable for the following:

Skills and Qualifications:

• 4+ Relevant experience
• Bachelor's degree in accounting, Finance, or a related field.
  • This is the fundamental educational requirement, providing the foundational knowledge in financial principles, accounting standards, and financial analysis.
• Articles or experience at small audit/accounting practice beneficial or similar work experience
  • SAIPA/SAICA registration not required
• MS Office - Excel knowledge

Responsibilities:

• Assisting with financial reporting
• Assisting with operations reporting
• Calculating and monitoring Capex projects
• Managing overdrafts
• Managing loans and external debt
• Overseeing intercompany loans
• Overseeing shareholder loans
• Compiling Annual Financial Statements
• Coordinating tax planning activities
• Reviewing VAT
• Performing secretarial annual duties
• Maintaining and updating tree structures
• Maintaining and updating organograms

Requirements

• Attention to detail – A keen eye for accuracy and consistency in financial reporting and operations.
• Adaptability – Ability to thrive in a fast-paced, dynamic environment and handle changing priorities effectively.
• Strong work ethic – Willingness to take initiative and go above and beyond to ensure tasks are completed to a high standard.
• Proactive mindset – Ability to anticipate needs and address challenges before they arise.
• Team player – Collaborative attitude, with a willingness to support and work alongside others to achieve common goals.
• Integrity – Strong ethical standards and the ability to handle sensitive financial information with discretion.
• Resilience – Ability to maintain performance under pressure and work effectively to meet deadlines.
• Excellent organizational skills – Capacity to prioritize tasks efficiently and manage time effectively. 

Get AI-powered advice on this job and more exclusive features. Our client, with a significant national presence, is seeking a seasoned Managing Director to lead their investment cluster.

This is an exceptional opportunity for a strategic leader to drive performance across multiple investment entities and ensure alignment with the group's vision.

1. Lead investment strategy across category II investment firms
2. Oversee operations, portfolio management, and compliance structures
3. Drive financial performance, product innovation, and client satisfaction
4. Align teams across marketing, sales, and IT for optimal integration
5. Act as Key Individual and ensure full regulatory compliance

Qualifications:

• Relevant degree in business or finance (investment qualification preferred)
• At least 12 years' experience in the financial services industry
• Strong leadership, commercial acumen, and decision-making abilities
• Proven ability to manage cross-functional teams and large-scale portfolios

Ready to shape the future of investment management?

Email your CV to

• Insert email address here

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Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Key Outcomes

• The following outcomes will be expected to be achieved by Administrator Linked Investments:
• Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis
• Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
• Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call
• Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act)
• Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA
• Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case

Qualifications and Experience

• Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent
• 2 - 3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results
• Being Resilient
• Adhering to Principles and Values
• Excellent Writing and Reporting Skills
• Highly Analytical
• Adapting and Responding to Change

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

What you will be doing :

• Identify and develop products and services aligned with the company's strategic objectives.
• Contribute to a culture that supports transformation goals by participating in company culture initiatives (e.g., staff surveys).
• Support corporate responsibility initiatives to achieve business strategies (e.g., Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective operational enhancements.
• Develop relevant product offerings based on research and segment insights; ensure competitive pricing and understand client needs.
• Advise and drive business value creation by aligning offerings with business requirements.
• Ensure product compliance with all standards by following legal, risk, and governance processes.
• Respond efficiently to problems using appropriate identification techniques and propose solutions.
• Manage resources effectively by collaborating, influencing, and inspiring others to meet timelines.
• Drive Non-Interest Revenue (NIR) and Net Interest Income (NII) through sound business case development.
• Create cost efficiencies via product or process innovation.
• Ensure client satisfaction by developing and implementing effective solutions.
• Act as the principal contact for stakeholders throughout the project and product lifecycle, keeping them informed.
• Align and match solutions with business requirements by engaging relevant stakeholders and implementing enhancements.
• Build collaborative relationships to facilitate work goal achievement.
• Support business strategy, objectives, and values by reviewing plans and ensuring alignment of systems, processes, services, and solutions.
• Share industry trends and knowledge with team and stakeholders through formal and informal interactions.
• Gain buy-in for new or improved processes by highlighting benefits to stakeholders.

What we are looking for :

• Completed Business Degree/Diploma or related field.
• At least 5 years of experience in a product or service development role.

Technical / Professional Knowledge

• Communication strategies
• Data analysis
• Governance, risk, and controls
• Industry trends
• Principles of financial management
• Principles of project management
• Principles of product management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Research methodology
• Decision-making processes

Note: If you do not hear from us within 3 weeks, please consider your application unsuccessful.

Join to apply for the Administrator Linked Investments role at Sanlam

Join to apply for the Administrator Linked Investments role at Sanlam

Get AI-powered advice on this job and more exclusive features.

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Key Outcomes

• The following outcomes will be expected to be achieved by Administrator Linked Investments:
• Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis
• Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
• Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call
• Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act)
• Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA
• Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case
  
  

• Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent
• 2 - 3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry
  
  

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results
• Being Resilient
• Adhering to Principles and Values
• Excellent Writing and Reporting Skills
• Highly Analytical
• Adapting and Responding to Change
  
  

• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at Sanlam by 2x

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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Administrator Linked Investments role at Sanlam

Join to apply for the Administrator Linked Investments role at Sanlam

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Key Outcomes

• The following outcomes will be expected to be achieved by Administrator Linked Investments:
• Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis
• Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
• Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call
• Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act)
• Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA
• Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case
  
  

• Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent
• 2 - 3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry
  
  

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results
• Being Resilient
• Adhering to Principles and Values
• Excellent Writing and Reporting Skills
• Highly Analytical
• Adapting and Responding to Change
  
  

• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at Sanlam by 2x

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Job Title: Administrator Linked Investments

Location: Gauteng, Johannesburg

Deadline: August 08, 2025

• Deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

• Operations support: Provide support against standard operating procedures, assisting customers and team members to ensure ongoing team performance.
• Compliance and Risk Management: Fulfill activities adhering to control, compliance requirements, and quality standards.
• Handle inbound and outbound calls as per SLA, managing client experience.
• Review client investment instructions received via workflow system for compliance, including validation of banking details and signature verification, ensuring adherence to regulatory requirements such as FICA, Pension Funds Act, and Long-Term Insurance Act.
• Capture or authorize investment instructions in the workflow system as per guidelines within the applicable SLA.
• Provide regular feedback to stakeholders via email, telephone, etc., regarding case investigations.

• Degree / National Diploma (NQF level 6) in Accounting / Banking or equivalent.
• 2-3 years experience as a Client Services Consultant or Administrator in a Financial Services Industry.

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results
• Resilience
• Adherence to Principles and Values
• Excellent Writing and Reporting Skills
• Highly Analytical
• Adaptability to Change

• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity, and respect
• Self-starter and self-confidence

• Grade 12 with 3-4 years related experience.

• Financial advice and support
• Assist with production target achievement
• Compliance
• Partnership and network building

• Business insight - Contributing independently
• Effective communication - Contributing independently
• Action-oriented - Contributing independently
• Planning and aligning - Contributing independently