Wealth Administrator
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Job Location:
Durban - South Africa
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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 channel
- Assist with Wills and Estates processes including drafting of wills document storage collation and administration
- Coordinate deceased estates between Head Office and clients ensuring a smooth and professional process
- Work closely with internal teams and Head Office utilising relevant systems and software
Requirements:
- Solid experience within the wealth management or financial services industry
- Strong knowledge of investments with specific experience in Momentum Wealth Momentum Wealth International and Momentum Investo
- Exposure to Momentum Securities would be advantageous
- Excellent administrative organisational and communication skills
- High level of accuracy and attention to detail
- Ability to manage multiple tasks and work efficiently in a fast-paced environment
Required Experience:
Unclear Seniority
