Wealth Operations & Client Services Associate

Network Recruitment; Cape Town; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Network Recruitment is seeking a Wealth Assistant to provide essential administrative and operational support to Wealth Planners and Advisors in a fast-paced financial services environment. You will assist with new business implementation, client administration, portfolio reviews, and servicing of a sophisticated client base.

This role requires strong organisational skills, experience in wealth management or investment, and fluency in Afrikaans and English, to ensure accurate client

Qualifications

• Matric (essential).
• 2-3 years' experience within the investment or financial services industry.
• Previous administrative experience within financial services is essential.
• Strong working knowledge of investment products and financial service provider processes.
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Strong written and verbal communication skills.
• Fluent in both Afrikaans and English.
• Ability to navigate and utilise service provider platforms and online systems effectively.
• Excellent organisational and administrative capabilities.
• Ability to manage multiple priorities while maintaining exceptional accuracy.

Responsibilities

• Process new business for new and existing clients.
• Implement client investment and insurance instructions in consultation with the Advisor.
• Submit relevant documentation to service providers and obtain implementation confirmations.
• Communicate implementation updates and confirmations to clients.
• Gather and analyse investment values, fund performance statistics, and relevant client information.
• Prepare, compile, and coordinate client review documentation and proposals.
• Facilitate payments on behalf of clients through corporate saver accounts.
• Schedule meetings and manage advisor diaries.
• Record client interactions and maintain accurate client records.
• Update and maintain client databases in accordance with company policies.
• Perform beneficiary risk ratings and screenings.
• Assist with wealth management projects and ad hoc initiatives.
• Proactively manage workflow and ensure all client instructions are executed efficiently and accurately.

Skills

Microsoft Office

Communication

Bilingual Afrikaans & English

Administrative experience

Investment knowledge

Multi-tasking

Organisational skills

Education

Matric (essential)

Job description

Network Recruitment is seeking a Wealth Assistant to provide essential administrative and operational support to Wealth Planners and Advisors in a fast-paced financial services environment. You will assist with new business implementation, client administration, portfolio reviews, and servicing of a sophisticated client base.

This role requires strong organisational skills, experience in wealth management or investment, and fluency in Afrikaans and English, to ensure accurate client