Job Description
Durban. Join a professional and client-focused team in the Wealth Management / Financial Services sector as a Wealth Administrator . This is an exciting opportunity for a detail-oriented and proactive individual to play a key role in supporting a busy practice, ensuring seamless administration, client service, and communication across multiple platforms. Strong knowledge of investments and experience with Momentum is ideal.
Key Responsibilities:
Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platforms
- Prepare new business documentation and ensure accurate processing of completed applications
- Handle portfolio changes, switches, and updates efficiently
- Compile reports and performance statements for clients and advisors
- Oversee central communications by managing the main practice mailbox, telephone line, and WhatsApp chann...