Client Services/Investment Administrator

Ability Executive Recruitment; Cape Town; On-site; ZAR 230,000 - 350,000; Full time

Job summary

Ability Executive Recruitment seeks a Client Services/Admin Assistant to support the Investment team in Cape Town. This full-time role covers client administration, documentation, and liaison with banks, platforms and service providers.

You will handle forms, manage calls, assist with investment and transaction administration, and maintain confidential records with accuracy. Matric and 2+ years in financial services are required, with knowledge of financial planning principles a plus.

Qualifications

• Matric required.
• 2+ years of relevant experience in financial services, wealth management, private banking, fiduciary, legal, accounting or similar environment.
• Knowledge of Financial Planning principles including Life Insurance, Estate, Retirement and Tax Planning is advantageous.

Responsibilities

• Client administration and processing.
• Preparing and managing clients' documentation.
• Liaising with clients, banks, investment platforms and service providers.
• Following up on outstanding requirements and ensuring matters are completed.
• General office and administrative support.
• Completing forms.
• Managing incoming calls and welcoming clients.
• Assisting with investment and transaction administration.
• Maintaining accurate records and ensuring a high level of confidentiality.

Education

Matric

Job description

Client Services/Investment Administrator

Full time

Cape Town, South Africa

An investment management firm based in Cape Town is looking for a dynamic individual to join the team as a Client Services/Admin Assistant to the Investment team.

• Client administration andprocessing
  
• Preparing and managing clients' documentation
  
• Liaising with clients, banks,investment platforms and service providers
  
• Following up on outstandingrequirements and ensuring matters are completed
  
• General office andadministrative support
  
• Completing forms
  
• Managing incoming calls andwelcoming clients
  
• Assisting with investment andtransaction administration
  
• Maintaining accurate recordsand ensuring a high level of confidentiality

Requirements

• Matric
  
• 2+ years of relevantexperience , particularly from financial services, wealthmanagement, private banking, fiduciary, legal, accounting, professionalservices or a similar environment
  
• Knowledge and experience in a financial advisory environment (highly advantageous)
  
• Knowledge of Financial Planning principles including Life Insurance, Estate, Retirement and Tax Planning (highly advantageous)