Wealth Management Operations Specialist - Flexible Hours

RecruitMyMom; Cape Town; On-site; ZAR 335,000 - 670,000; Full time

Job summary

RecruitMyMom in Cape Town seeks an experienced operations specialist to provide robust client onboarding, investment administration, and platform-transaction support with accuracy and compliance. You will handle portfolio analysis, documentation, and Records of Advice, coordinating with leadership, operations, and compliance to ensure timely, compliant investment actions and clear client communication.

This role requires meticulous record-keeping, proactive client engagement, and flexibility in

Qualifications

• Experience onboarding clients and managing investment administration.
• Ability to perform portfolio analysis and product comparisons.
• FICA compliance and regulatory documentation knowledge.
• Prepare ROA and investment proposals for review.

Responsibilities

• Onboard clients and manage investment administration, switches, and beneficiary updates.
• Verify client objectives, risk profiles, portfolios, cash flows, and tax considerations.
• Perform portfolio analysis, tax, fees, CGT, and asset allocation evaluations.
• Prepare ROA and investment proposals for review and approval.
• Source fund data and compile client review packs.
• Maintain accurate client records and workflow statuses.
• Attend meetings, record decisions, and act on follow-ups.
• Track applications across provider platforms with precise logging.
• Respond to client enquiries promptly with same-day actions when possible.
• Flexible hours for an experienced, independent operator.

Skills

Portfolio analysis

Client onboarding

FICA compliance

Documentation preparation

Job description

RecruitMyMom in Cape Town seeks an experienced operations specialist to provide robust client onboarding, investment administration, and platform-transaction support with accuracy and compliance. You will handle portfolio analysis, documentation, and Records of Advice, coordinating with leadership, operations, and compliance to ensure timely, compliant investment actions and clear client communication.

This role requires meticulous record-keeping, proactive client engagement, and flexibility in