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Cape Town: Wealth & Investment Admin Assistant posted by Headhunters

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Job Description

Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in Bellville, Cape Town.

The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds.

Awesome career opportunity.

Requirements:

  • Matric (Grade 12).
  • Minimum of 2 years experience in investment administration.
  • Bilingual in Afrikaans and English.

Responsibilities, but not limited to:

Support to Wealth Planner

  • Manage time effectively to meet turnaround times and deadlines.
  • Provide proactive administrative and operational support to ensure planner efficiency.
  • Maintain calendars, schedule meetings, and follow up on outstanding information.
  • Ensure accuracy and quality of all administrative work.
  • Deliver excellent customer service and enhance the client experience.
  • Act as first-line support for client queries and issues.
  • Communicate effectively with internal and external stakeholders.

Product Administration

  • Possess a full understanding of investment product administration, including:
    • Living and Life Annuities.
    • Retirement and Preservation Funds.
    • Discretionary Investments.
    • Endowments.
    • Tax-Free Savings Investments.

New Business Administration

  • Prepare and review application forms, quotations, and compliance documentation.
  • Collect and verify supporting documents (FICA, bank details, medicals, etc.)
  • Submit new business applications and track progress.
  • Follow up on debit orders and claims.
  • Inform clients once policies or accounts are issued.
  • Send final signed compliance documents to clients.
  • Update and maintain CRM records accurately.

Client Maintenance

  • Provide regular client feedback and updates.
  • Ensure client information (compliance, transactional, and static data) is up to date in CRM and provider systems.
  • Schedule client meetings and manage logistics (venue, refreshments, etc.)
  • Capture CCM payments and maintain accurate records.
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Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.

About Insurance Management Jobs in Western Cape

In the Western Cape, Insurance Management positions are typically found in various industries such as financial services, technology, and manufacturing sectors. Generally, these roles require a strong understanding of risk management, data analysis, and regulatory compliance. As a result, Insurance Managers play a critical role in ensuring that businesses are well-equipped to manage risks and navigate complex regulatory environments.

When it comes to salary expectations for Insurance Management positions in the Western Cape, broad ranges can be expected, with typical salary bands varying widely depending on factors such as experience, company size, and industry sector. Typically, entry-level positions may start around R400 000 – R600 000 per annum, while senior roles can range from R800 000 – R1.5 million per annum or more. However, it is essential to note that these figures are subject to variation and should not be taken as a guarantee of actual salary.

Common skills required for Insurance Management positions in the Western Cape include analytical and problem-solving skills, strong communication and interpersonal skills, experience with insurance products and policies, knowledge of regulatory frameworks, data analysis and reporting skills, and project management expertise. Typically, candidates with a degree in business, finance, or a related field are well-suited for these roles.

Insurance Management positions can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and more. Commonly, insurance companies, reinsurers, and specialized risk management firms employ Insurance Managers to oversee risk management, policy development, and regulatory compliance. Other organizations, such as government agencies and non-profit entities, may also hire for similar roles.

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For those interested in pursuing a career in Insurance Management, common career progression paths include moving into senior risk management roles, taking on leadership positions within insurance companies, or transitioning into specialized fields like actuarial science or risk consulting. Generally, career development opportunities abound in this field, with many organizations offering training and development programs to support the growth and advancement of their employees.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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