Wealth Administrator

A well established company in the Financial Industry is looking to add a knowledgeable Wealth Administrator to their team.

DUTIES:

• Assist the financial advisors with processing documentation/ paperwork
• Process new business for new and existing clients.
• Implement client investment and insurance instructions in consultation with the Advisor.
• Submit relevant documentation to service providers and obtain implementation confirmations.
• Communicate implementation updates and confirmations to clients.
• Gather and analyse investment values, fund performance statistics, and relevant client information.
• Prepare, compile, and coordinate client review documentation and proposals.
• Facilitate payments on behalf of clients through corporate saver accounts.
• Schedule meetings and manage advisor diaries.
• Record client interactions and maintain accurate client records.
• Update and maintain client databases in accordance with company policies.
• Perform beneficiary risk ratings and screenings.
• Assist with wealth management projects and ad hoc initiatives.
• Proactively manage workflow and ensure all client instructions are executed efficiently and accurately.

REQUIREMENTS:

• 3+ years' experience in an Operations, Administration, Client Services, Practice Management, or Operational Support role within Financial Services.
• Strong administrative, organisational, and process management skills.
• Experience supporting advisors, consultants, or client-facing teams.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong communication and stakeholder engagement skills.
• Comfortable working in a fast-paced, professional environment.
• Proficient in Microsoft Office and financial services administration systems.

Advantageous

• Experience within Wealth Management, Investments, Financial Planning, Employee Benefits, Insurance, or related Financial Services environments.
• Exposure to compliance, client onboarding, reporting, or operational process improvement.

Pay: R13 000,00 - R15 000,00 per month

Application Question(s):

• Do you have experience as a Wealth Adminstrator? if so, how many years
• What is your notice period?

Work Location: In person