WEALTH MANAGER ASSISTANT – CAPE TOWN

SUMMARY:
WEALTH MANAGER ASSISTANT – CAPE TOWN

POSITION INFO:

WEALTH MANAGER ASSISTANT – CAPE TOWN

Job Summary

The primary objective of this role is to support Wealth Managers with all administrative functions relating to the servicing of existing and prospective clients, with a particular focus on investment and retirement fund administration.

Key Areas of Responsibility

1. Wealth Manager Support

• Manage turnaround times and ensure deadlines are met.
• Provide prompt feedback and updates on tasks and client matters.
• Assist with day-to-day administrative support, including following up on outstanding information.
• Maintain a high level of accuracy in all work completed.
• Deliver exceptional customer service and contribute positively to the client experience.
• Demonstrate proactive task management and problem-solving abilities.
• Communicate effectively with both internal and external stakeholders.
• Act as the first point of contact for queries and provide appropriate support.

2. Product Administration Knowledge

Maintain a sound understanding of investment product administration, including but not limited to:

• Living Annuities
• Life Annuities
• Retirement Annuities
• Preservation Funds
• Discretionary Investments
• Endowments
• Tax-Free Savings Investments

3. Client Servicing Administration

• Process investment switches, withdrawals, and other servicing instructions.
• Prepare servicing documentation for client review and signature.
• Monitor outstanding servicing instructions and ensure completion.
• Liaise with product providers regarding servicing requests and updates.
• 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 or complex matters to the Wealth Manager when appropriate.

4. CRM and Client Record Management

• Ensure all client communications and servicing activities are accurately recorded on the CRM system.
• Maintain accurate client demographic, banking, and compliance information.
• Ensure all client documentation is correctly filed and maintained.
• Follow up on outstanding documentation required to complete servicing requests.

Qualifications

• Matric (Grade 12).
• Minimum of 2 years'' experience in investment administration will be advantageous.

Key Competencies and Skills 

• Strong attention to detail.
• Excellent verbal and written communication skills.
• Ability to work effectively under pressure and meet deadlines.
• Strong organisational and administrative skills.
• Professional and client-focused approach.
• Proactive and team-oriented mindset.

Remuneration

Cost to company of R30 000 negotiable. All interested candidates to send their updated CV’s ONLY in word or PDF format to