Wealth & Investment Admin Specialist – Client Support

Headhunters; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leader in the Financial Services Industry seeks a Wealth & Investment Admin Assistant in Cape Town. The role involves assisting Wealth Planners with client administration related to investments and retirement funds. Candidates must have Matric and ideally 2 years in investment administration, with strong attention to detail and effective communication skills. This is an excellent career opportunity with a focus on client service and operational support.

Qualifications

• Minimum of 2 years’ experience in investment administration is advantageous.

Responsibilities

• Assist Wealth Planners with administration relating to investments and retirement funds.
• Provide proactive support to ensure planner efficiency.
• Maintain calendars, schedule meetings, and manage client communications.
• Ensure accuracy and quality of all administrative work.

Skills

Attention to detail

Effective communication

Deadline-driven

Organizational skills

Fluent Afrikaans

Education

Matric (Grade 12)

Job description

A leader in the Financial Services Industry seeks a Wealth & Investment Admin Assistant in Cape Town. The role involves assisting Wealth Planners with client administration related to investments and retirement funds. Candidates must have Matric and ideally 2 years in investment administration, with strong attention to detail and effective communication skills. This is an excellent career opportunity with a focus on client service and operational support.