Opportunity overview
What you should know
We checked this opportunity from Assist World. It is listed as South Africa.
The work location is South Africa. Employer-stated compensation: Salary not included in the job posting.
Job description
About this role
About the Company Our client is an established outsourcing company that provides operational support to Registered Investment Advisors (RIAs) and financial planning firms across the US. They support clients with essential back-office functions including client servicing, financial planning support, investment operations, account administration, and other operational processes. Their team works behind the scenes to provide high-quality, efficient support that allows advisors to focus on their clients and core business. They are now looking for an Investment Operations & Client Service Specialist to join the team on a part-time basis, with the…
Responsibilities
- ● Process new account openings with major financial custodians such as Charles
- Schwab, Fidelity, and Raymond James
- ● Complete client account maintenance and administrative updates
- ● Process requests such as money movements and changes to client information
- ● Review documentation and identify missing or incorrect information
Qualifications and requirements
- The successful candidate will be someone who:
- ● Has experience in investment operations, wealth management, financial services, RIA operations, client servicing, or a similar environment
- ● Has experience working with investment accounts, custodians, or financial administration
- ● Is highly detail-oriented and takes pride in the quality of their work
- ● Can work quickly without sacrificing accuracy
- About the Company Our client is an established outsourcing company that provides operational support to Registered Investment Advisors (RIAs) and financial planning firms across the US. They support clients with essential back-office functions including client servicing, financial planning support, investment operations, account administration, and other operational processes. Their team works behind the scenes to provide high-quality, efficient support that allows advisors to focus on their clients and core business. They are now looking for an Investment Operations & Client Service Specialist to join the team on a part-time basis, with the potential to increase to full-time as the relationship develops. About the Role This is a hands-on, detail-oriented role focused on processing investment and client administration tasks quickly and accurately. You will work primarily behind the scenes, supporting advisors and internal teams with tasks such as opening new investment accounts, maintaining existing client accounts, processing money movements, updating client information, and resolving operational issues. The ideal candidate will be highly organised, comfortable working within established processes, and take genuine pride in producing accurate, high-quality work. Key Responsibilities ● Process new account openings with major financial custodians such as Charles Schwab, Fidelity, and Raymond James ● Complete client account maintenance and administrative updates ● Process requests such as money movements and changes to client information ● Review
The description, responsibilities and qualifications used for this page and its JobPosting data appear above. Use the application action in the Job snapshot to confirm any later changes before applying.
Why you may be eligible
The source lists South Africa as the eligible location. Confirm that you meet any work-authorization, time-zone and experience requirements.
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How this listing was checked
- Source status
- Employer source confirmed
- Employer or source
- Assist World
- Source checked
- September 9, 2026
- Application destination
- Employer or official applicant-tracking website
- Work setup and location
- Remote · South Africa
- Who can apply
- South Africa · Confirmed by source
- Pay
- Not stated by employer
- Deadline
- Not stated by employer
We check the source and visible requirements, but the employer controls changes and the final hiring decision. Confirm the latest requirements before applying.