Wealth Manager Administrator
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Job Location:
Monthly Salary:
Posted on:
19-10-2025
Vacancies:
1 Vacancy
Job Summary
A boutique private wealth management firm is seeking a highly organised and detail-driven Wealth Manager Administrator in George to provide comprehensive administrative and operational support to a team of 3 Wealth Managers.
This role requires an individual with a deep sense of accountability strong compliance awareness and exceptional multitasking ability within a fast-paced client-centric environment.
Key Responsibilities:
Profile:
Attributes for Success:
If you are a meticulous professional with a passion for wealth management administration and want to contribute to a growing high-performing team wed love to hear from you.
For more exciting Finance vacancies please visit:
If you have not had any response in two weeks please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information contact:
Angelique Jardim
Specialist Recruitment Consultant
Key Responsibilities:
- Provide administrative support to the Wealth Managers including scheduling diary management meeting coordination and travel arrangements.
- Maintain accurate client records and ensure compliance with FSCA FICA and FAIS regulatory requirements.
- Oversee the onboarding process of new investment clients ensuring that all documentation and compliance steps are completed accurately and timeously.
- Liaise with service providers to facilitate account openings investment switches and top-ups.
- Prepare reports review packs and policy schedules ahead of client meetings.
- Monitor and follow up on outstanding items proactively resolving discrepancies and escalating issues where necessary.
- Provide efficient communication and problem-solving support to Wealth Managers clients and internal departments.
- Support the team with ad hoc administrative and compliance-related tasks to ensure operational excellence.
Profile:
- Minimum Matric with 23 years experience in investment administration or a similar role within financial services.
- Strong understanding of FICA FAIS and FSCA requirements.
- High proficiency in Microsoft Excel with solid skills in Word PowerPoint and Outlook.
- Exceptional attention to detail numerical accuracy and the ability to manage multiple priorities under pressure.
- Strong interpersonal and communication skills both written and verbal.
- Proactive self-motivated and able to work independently while contributing to a collaborative team culture.
Attributes for Success:
- Upholds confidentiality integrity and professionalism in all dealings.
- Demonstrates commercial awareness and sound judgment in decision-making.
- Driven by excellence with a passion for delivering outstanding client service.
- Brings energy initiative and a commitment to continuous improvement.
If you are a meticulous professional with a passion for wealth management administration and want to contribute to a growing high-performing team wed love to hear from you.
For more exciting Finance vacancies please visit:
If you have not had any response in two weeks please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information contact:
Angelique Jardim
Specialist Recruitment Consultant
Required Experience:
Manager
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Network Recruitment specializes in talent solution services in the fields of IT, Finance, Engineering & Supply Chain. Visit our website for more info.
