Wealth Ops Assistant — Investments & Client Servicing

Wenz; Bellville; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Wenz in Bellville, South Africa seeks a Wealth Manager Assistant to support Wealth Managers with client servicing and investment product administration, including living annuities, retirement funds, and related documentation.

The role emphasizes accurate processing, proactive communication with clients and internal stakeholders, and meticulous record-keeping within the CRM system. A matric qualification and relevant investment administration exposure are beneficial.

Qualifications

• Matric is required.
• Minimum 2 years' experience in investment administration is advantageous.
• Strong attention to detail and communication skills.

Responsibilities

• Support Wealth Manager with administration for servicing of existing and prospective clients.
• Manage turnaround times and meet deadlines with prompt feedback.
• Ensure accuracy of work and high quality client service delivery.
• Handle servicing instructions, document preparation and follow-up.
• Maintain CRM data accuracy and client records.

Skills

Attention to detail

Effective communication

Deadline driven

Time management

Client service

Education

Matric

Job description

Wenz in Bellville, South Africa seeks a Wealth Manager Assistant to support Wealth Managers with client servicing and investment product administration, including living annuities, retirement funds, and related documentation.

The role emphasizes accurate processing, proactive communication with clients and internal stakeholders, and meticulous record-keeping within the CRM system. A matric qualification and relevant investment administration exposure are beneficial.