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Wealth Assistant Pretoria
Job Location:
Job Location:
Pretoria - South Africa
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
8 October 2026 (18 days ago)
Posted:
Application Deadline:
11 January 2027
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Our client in the Financial Services industry is seeking to employ a Wealth Assistant to join their team based in Menlyn Pretoria.
Minimum 2 years experience in investment administration secures.
Minimum 2 years experience in investment administration secures.
Requirements:
- Matric / Grade 12.
- Minimum 2 years Experience in investment administration will be an advantage.
- Fully bilingual in English and Afrikaans.
- Full understanding of Investment Products including but not limited to:
- Living annuities
- Life annuities
- Retirement annuities
- Preservation funds
- Discretionary investments
- Endowments
- Tax free savings investments
Responsibilities:
- Time Management - Turnaround time / meeting deadlines / Prompt feedback.
- General Support - Are they making your day to day easier (chasing outstanding info team player).
- Accuracy of work.
- Customer Service Delivery What is the customers experience.
- Proactive Task Management.
- Effective Communication skills - With both internal and external stakeholders.
- First line of query management and support.
- Process switches withdrawals and other servicing instructions.
- Prepare servicing documentation for client signature.
- Monitor outstanding servicing instructions until completed.
- Liaise with product providers regarding servicing requests.
- 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 matters to the Wealth Manager where appropriate.
- Ensure all client communication and servicing activities are accurately captured on the CRM.
- Maintain accurate client demographic banking and compliance information.
- Ensure documentation is correctly filed and maintained.
- Follow up on outstanding documentation required for servicing.
Required Experience:
Junior IC
About Company
Headhunters is the Eastern Cape’s premier, boutique style recruitment agency. Whether you’re an employer, looking for that perfect person for your team, or that person, looking for the perfect job to ignite your passion. South Africa and beyond
