Wealth Manager Assistant in Cape Town for Investment Administration
The Recruiters · Cape Town, Western Cape
Overview
A great opportunity for a detail oriented administrator with a keen interest in investments to join a recruitment agency's client in Cape Town. You will support Wealth Managers with investment and retirement fund administration, helping clients with living annuities, preservation funds, tax free savings and more. If you have at least 2 years of investment administration experience and speak Afrikaans, this permanent role offering a cost to company salary of R30 000 could be your next career move.
About the role
As a Wealth Manager Assistant, you will be the backbone of the advisory team, ensuring that all administrative functions related to servicing existing and prospective clients run smoothly. Your focus will be on investment and retirement fund administration, where accuracy and timely follow through are key.
What you will be doing:
- Supporting Wealth Managers with day to day administration, following up on outstanding information and keeping tasks on track.
- Processing investment switches, withdrawals and other servicing instructions, and preparing documentation for client signatures.
- Liaising with product providers on servicing requests and updates.
- Assisting with Section 14 and Section 50 transfer administration and annual fee renewals.
- Keeping clients informed about the progress of their instructions and escalating urgent matters when needed.
- Maintaining accurate client records on the CRM system and ensuring all documentation is filed correctly.
Application note: Send your updated CV in Word or PDF format only to cvs4ruarke@therecruiters.co.za. Use the reference RK220926-4430 in your application.
Requirements
- Matric (Grade 12) is required.
- A minimum of 2 years experience in investment administration will be advantageous.
- Strong attention to detail and high accuracy in all work.
- 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.
- Must be able to speak Afrikaans.
Responsibilities
- Manage turnaround times and ensure deadlines are met for all administrative tasks.
- Provide prompt feedback and updates on tasks and client matters.
- Assist with day to day administrative support and follow up on outstanding information.
- 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 and annual fee renewals.
- Keep clients informed regarding the progress of servicing instructions and escalate urgent or complex matters.
- Ensure all client communications and servicing activities are accurately recorded on the CRM system.
- Maintain accurate client demographic, banking and compliance information and file all documentation correctly.
Job details
- Organisation
- The Recruiters
- Location
- Cape Town, Western Cape
- Job type
- Full time
- Experience level
- Junior (2+ years)
- Education
- Matric
- Salary
- R30 000 cost to company, negotiable / monthly
- Category
- Administration & Office
- Application Email
- cvs4ruarke@therecruiters.co.za
- Application Method
- Apply via email
Success Guide
This role is perfect for someone who loves the detail side of finance and wants to grow in wealth management. When you apply, make sure your CV clearly shows your investment administration experience, even if it was part of a broader admin role. Highlight any exposure to living annuities, preservation funds or tax free savings, and don't forget to mention that you speak Afrikaans. The email address looks slightly unusual, so double check it before sending. Since they ask for Word or PDF only, save your CV as a PDF to keep formatting clean. A short, polite email with your CV attached and the reference number in the subject line will make a good impression. Good luck!
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