Wealth Manager Assistant - Cape Town

Headhunters; Wes-Kaap; Sur place; ZAR 180 000 - 300 000; Plein temps

Résumé du poste

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).

Responsabilités

• 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.

Formation

Matric / Grade 12

Description du poste

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.