Wealth Management Assistant - Client Services & Investments

Headhunters; Wes-Kaap; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Headhunters is seeking a detail-oriented investment administration professional to join our team in South Africa. The role involves handling servicing instructions, client communications, and coordinating with product providers to ensure timely and accurate processing.

Candidates should have Matric / Grade 12 and ideally 2+ years in investment administration, with familiarity across living annuities, retirement products, and other investment vehicles.

Qualifications

• Matric / Grade 12 is required.
• Minimum 2 years’ experience in investment administration is advantageous.
• Experience with investment products is a plus (living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, tax-free savings).

Responsibilities

• Time management: meet turnaround times and deadlines with prompt feedback.
• General support: assist daily workflows and chase outstanding information.
• Maintain high accuracy in all work performed.
• Deliver excellent customer service and focus on the customer experience.
• Proactively manage tasks and communicate effectively with stakeholders.
• Serve as first line of query management and support.
• Process switches, withdrawals, and servicing instructions.
• Prepare servicing documentation for client signatures.
• Monitor outstanding instructions until completion.
• Liaise with product providers for servicing requests and transfers.
• Assist with transfer administration (Section 14 and 50) and annual fee renewals.
• Keep clients informed on progress; escalate urgent matters when needed.
• Ensure CRM captures all servicing activities and maintains accurate client data.
• File and maintain documentation properly and follow up on missing items.

Education

Matric / Grade 12

Job description

Headhunters is seeking a detail-oriented investment administration professional to join our team in South Africa. The role involves handling servicing instructions, client communications, and coordinating with product providers to ensure timely and accurate processing.

Candidates should have Matric / Grade 12 and ideally 2+ years in investment administration, with familiarity across living annuities, retirement products, and other investment vehicles.