Reference: DUR003447-JK-1
Mount Edgecombe.Anexcellent opportunityexists for acompetent and meticulous Office Managerto join a dynamic and professional team in theWealth Management / Financial Servicessector.
Were seeking a highly organized individual with strong experience ininvestment administration wills estates administration and developing financial plans. If youre a reliable detail-oriented team player with leadership capabilities and a passion for excellence wed love to hear from you!
Duties & Responsibilities
Key Responsibilities:Wealth Administration:Manage the administrative functions of the investment and wealth division within the practice
Estate Planning Administration:Oversee processes related to wills trusts and deceased estates
Risk Administration:
Administer life and disability insurance functions effectively
Office Management:- Oversee daily operations and delegation of tasks
- Supervise and support administrative staff
- Track and manage workflow tickets and responsibilities
- Ensure smooth coordination of all office activities
Requirements:- Matric (Grade 12)
- Tertiary qualification preferred (e.g. Business Administration or similar)
- Solid background in wealth management or financial services
- Hands-on experience with investment administration wills estate administration and insurance
- Proven track record in office and administration management
- Strong organizational skills and the ability to meet deadlines
- High levels of integrity reliability and professionalism
- Momentum Administration systemexperience advantageous
Apply: Required Experience:
IC
Reference: DUR003447-JK-1Mount Edgecombe.Anexcellent opportunityexists for acompetent and meticulous Office Managerto join a dynamic and professional team in theWealth Management / Financial Servicessector.Were seeking a highly organized individual with strong experience ininvestment administration ...
Reference: DUR003447-JK-1
Mount Edgecombe.Anexcellent opportunityexists for acompetent and meticulous Office Managerto join a dynamic and professional team in theWealth Management / Financial Servicessector.
Were seeking a highly organized individual with strong experience ininvestment administration wills estates administration and developing financial plans. If youre a reliable detail-oriented team player with leadership capabilities and a passion for excellence wed love to hear from you!
Duties & Responsibilities
Key Responsibilities:Wealth Administration:Manage the administrative functions of the investment and wealth division within the practice
Estate Planning Administration:Oversee processes related to wills trusts and deceased estates
Risk Administration:
Administer life and disability insurance functions effectively
Office Management:- Oversee daily operations and delegation of tasks
- Supervise and support administrative staff
- Track and manage workflow tickets and responsibilities
- Ensure smooth coordination of all office activities
Requirements:- Matric (Grade 12)
- Tertiary qualification preferred (e.g. Business Administration or similar)
- Solid background in wealth management or financial services
- Hands-on experience with investment administration wills estate administration and insurance
- Proven track record in office and administration management
- Strong organizational skills and the ability to meet deadlines
- High levels of integrity reliability and professionalism
- Momentum Administration systemexperience advantageous
Apply: Required Experience:
IC
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