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Wealth Management Operations Assistant

1 week ago

Cape Town, Western Cape, South Africa CA Financial Appointments Full time

As a Financial Administrator Specialist at CA Financial Appointments, you will play a vital role in supporting the Wealth Management team. Your primary responsibility will be to prepare and process various client transactions, applying your knowledge of financial administration principles.

Key Tasks:

  1. Transaction Preparation: Prepare and process client transactions, including investments, repurchases, and debit orders
  2. Broker Management: Manage broker appointments, policy holder changes, and other related tasks
  3. Pension Transfers: Process pension and provident fund transfers, ensuring accuracy and timeliness
  4. Living Annuity Renewals: Annual income renewals for Living Annuities require meticulous attention to detail
  5. Data Recording: Record client transactions on the portfolio management system, maintaining data integrity
  6. Valuation Updates: Periodic investment valuation updates for client reporting purposes, ensuring compliance with regulatory requirements
  7. Broker Queries: Effectively manage broker queries regarding client investments with product providers

Essential Qualifications:

  • Bachelor's degree in Commerce or equivalent qualification
  • Minimum 2 years of experience in financial administration, preferably with a reputable financial institution