Wealth Manager Assistant – Cape Town

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.
• Profe

.special-hidden { display: none; }