RecruitMyMom
RecruitMyMom
RecruitMyMom
Job Description
A financial services firm is looking for a part-time Investment Administrator with solid experience within the wealth management and or financial planning industry. This opportunity is working as an Independent Contractor and offers remote and flexible hours working 2 hours per day.
Please note: Even though this opportunity is offering fully remote working the successful candidate must be located in the Cape Peninsula or Winelands and willing to attend face-to-face meetings monthly.
Responsibilities:
Administration and coordination of the process of transferring clients from one CRM platform to another.
Collection and collation of client data (FICA and KYC information) needed to complete the onboarding process
Closely follow the process proposed by the new platform to transfer and migrate clients
Create online quotations
Client liaison via email and telephone
Liaise with service providers via email and telephone
Adhering to in-house policies and processes relating to the transfer of clients
Assisting and completing the necessary forms to open new accounts or change the advisor on existing accounts
Reporting weekly on the progress of the client transfer project
Ad-hoc support to other projects i.e. the collection, checking and filing of all client information that is needed for fiduciary purposes and comprehensive estate planning for clients.
Requirements
Grade 12
SA Citizen
Tertiary qualification in administration
RE1 or RE5 qualification beneficial
Minimum of 5 years’ administration experience in a financial firm advisory or investment firm
Full understanding of FAIS and FICA requirements
Fully bilingual and fluent in both English and Afrikaans both verbal and written
Own fully functioning home office, which can be shut off from noise and includes the following: Desk, chair, (computer to be supplied by the Employer), cell phone, internet Fibre or ADSL with a speed of faster than 20/MBS.
Attention to detail
Excellent communication skills
Ability to communicate at all levels within an organisation
Benefits
Remote, work from home.
Must be located in the Cape Peninsula or Winelands and willing to attend face-to-face meetings from time to time.
Remote Part-time Investment Administrator
RecruitMyMom is a leading South African recruitment agency, connecting local and global businesses with top-tier talent—ranging from skilled professionals to C-Suite executives. We recruit for permanent, contract, freelance and fractional roles, including maternity cover, virtual assistants, and executive-level hires. We specialise in placing highly skilled professionals, with a strong track record in helping experienced mothers grow their career, return to the workforce, transition careers, and secure flexible opportunities. Our tailored approach ensures the perfect match between employer needs and candidate aspirations, making hiring efficient, seamless, and impactful. For international companies hiring in South Africa, we also provide Employer of Record (EOR) Professional Services, ensuring compliant and hassle-free workforce management. Whether you need in-office professionals, remote specialists, or fractional C-Suite leaders, RecruitMyMom is your trusted recruitment partner—helping you build a high-performing, flexible, and future-ready workforce.