Wealth Administrator

Job Location:

Durban - South Africa

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

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

Apply: emailprotected

Required Experience:

Unclear Seniority

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 ...