Office Manager

Sandi Crowther Recruitment; Durban; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A recruitment agency in Durban is seeking an organized and detail-oriented Office Manager for a leading firm in the Wealth Management sector. This role includes managing investment administration and overseeing estate planning processes. The ideal candidate will have a solid background in financial services and strong leadership skills. Competitive compensation offered between R 17,500 and R 20,000 per month.

Qualifications

• Strong experience in investment administration and wills estates administration.
• Proven track record in office and administration management.
• High levels of integrity, reliability and professionalism.

Responsibilities

• Manage administrative functions of the investment and wealth division.
• Oversee processes related to wills, trusts and deceased estates.
• Administer life and disability insurance functions effectively.

Skills

Office Manager Experience

Microsoft Office

Management Experience

QuickBooks

Accounting

Payroll

Administrative Experience

Education

Matric (Grade 12)

Tertiary qualification (Business Administration or similar)

Tools

Momentum Administration system

Eaglesoft

Job description

Overview

Reference : DUR003447-JK-1

Mount Edgecombe. An excellent opportunity exists for a competent and meticulous Office Manager to join a dynamic and professional team in the Wealth Management / Financial Services sector.

We are seeking a highly organized individual with strong experience in investment administration, wills and estates administration, and developing financial plans. If you’re a reliable, detail-oriented team player with leadership capabilities and a passion for excellence, we’d 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 estates 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 system experience advantageous

Package & Remuneration

R 17 500 - R 20 000

Key Skills

• Office Manager Experience
• Microsoft Office
• Management Experience
• QuickBooks
• Accounting
• Office Experience
• Dental Office Experience
• Payroll
• Administrative Experience
• Eaglesoft
• Human Resources
• Bookkeeping

Employment Type : Full-Time

Experience : years

Vacancy : 1