Wealth Assistant - Pretoria

Headhunters; Pretoria; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Headhunters is seeking an investment administration support professional to handle client servicing, documentation, and process execution.

The role emphasizes time management, accuracy, and proactive communication with stakeholders, including liaising with product providers and maintaining CRM records.

Qualifications

• Matric / Grade 12 required or equivalent.
• Minimum 2 years’ experience in investment administration is advantageous.
• Strong understanding of Investment Products including living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments and tax-free savings investments.

Responsibilities

• Time Management - Turnaround time and deadlines with prompt feedback.
• General Support - assist with day-to-day tasks and be a team player.
• Maintain accuracy of work at all times.
• Deliver excellent customer service and focus on client experience.
• Proactive task management and clear communication with stakeholders.
• First line of query management and servicing support.
• Process switches, withdrawals and servicing instructions.
• Prepare documentation for client signatures and monitor progress.
• Liaise with product providers for servicing requests.
• Assist with transfer administration under Sections 14 and 50.
• Keep clients informed on progress of servicing.
• Escalate urgent matters to Wealth Manager when needed.
• Capture all client communications and servicing activities in the CRM.
• Maintain accurate client demographic, banking and compliance data.
• Ensure documentation is filed and maintained and follow up on outstanding items.

Skills

Time management

Customer service

Communication skills

Proactive task management

Attention to detail

CRM usage

Education

Matric / Grade 12

Tools

CRM system

Job description

Requirements:

• Matric / Grade 12.
• Minimum 2 years’ Experience in investment administration will be an advantage.
• Full understanding of Investment Products, including but not limited to:
• 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 - Are they making your day to day easier (chasing outstanding info, team player).
• Accuracy of work.
• Customer Service Delivery – “What is the customer's experience”.
• Proactive Task Management.
• Effective Communication skills - With both internal and external stakeholders.
• First line of query management and support.
• Process switches, withdrawals and other servicing instructions.
• Prepare servicing documentation for client signature.
• Monitor outstanding servicing instructions until completed.
• Liaise with product providers regarding servicing requests.
• Assist with Section 14 and Section 50 transfer administration.
• Assist with annual fee renewal administration.
• Keep clients informed regarding the progress of servicing instructions.
• Escalate urgent matters to the Wealth Manager where appropriate.
• Ensure all client communication and servicing activities are accurately captured on the CRM.
• Maintain accurate client demographic, banking and compliance information.
• Ensure documentation is correctly filed and maintained.
• Follow up on outstanding documentation required for servicing.