Wealth Administration Specialist

JVR Software; Pretoria; On-site; ZAR 360,000 - 520,000; Full time

Job summary

JVR Software in Gauteng is seeking a finance professional to support investment administration tasks. The role emphasizes accuracy, prompt servicing, and clear client communication.

Responsibilities include processing servicing instructions, preparing documents for signature, and updating CRM with client data while liaising with product providers. Requirements: Matric/Grade 12 and at least 2 years’ experience in investment administration; knowledge of retirement and other investment products is

Qualifications

• Matric/Grade 12 required.
• Minimum 2 years’ experience in investment administration will be an advantage.
• Full understanding of Investment Products including living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, tax free savings investments.

Responsibilities

• Time management – Turnaround time, meeting deadlines, prompt feedback.
• General support – aid day-to-day operations and team collaboration.
• Accuracy of work.
• Customer service delivery – focus on client experience.
• Proactive task management and effective communication with stakeholders.
• First line of query management and support.
• Process switches, withdrawals and servicing instructions.
• Prepare servicing documentation for client signature.
• Monitor outstanding servicing instructions until completed.
• Liaise with product providers regarding servicing requests.
• Assist with transfer administration (Section 14 & 50).
• Assist with annual fee renewal administration.
• Keep clients informed on servicing progress and escalate urgent matters to Wealth Manager when needed.
• Ensure CRM entries capture all client communications and servicing actions.
• Maintain accurate client demographic, banking, and compliance information.
• Follow up on outstanding documentation.

Skills

Investment knowledge

Time management

Customer service

Communication

Documentation

Education

Matric / Grade 12

Job description

JVR Software in Gauteng is seeking a finance professional to support investment administration tasks. The role emphasizes accuracy, prompt servicing, and clear client communication.

Responsibilities include processing servicing instructions, preparing documents for signature, and updating CRM with client data while liaising with product providers. Requirements: Matric/Grade 12 and at least 2 years’ experience in investment administration; knowledge of retirement and other investment products is