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A leading company in the Wealth Management sector offers an exciting opportunity for a competent Office Manager. The ideal candidate should possess strong experience in wealth and investments, estate planning, and life/disability cover, alongside excellent organizational and leadership skills. This role involves overseeing administrative functions, managing workflow, and ensuring efficient office operations.
Mount Edgecombe.Anexcellent opportunityexists for acompetent and meticulous Office Managerto join a dynamic and professional team in theWealth Management / Financial Servicessector.
We’re seeking a highly organized individual with strong experience inwealth and investments, estate planning (wills and trusts), and life / disability cover. If you’re a reliable, detail-oriented team player with leadership capabilities and a passion for excellence, we’d love to hear from you!
Key Responsibilities:
Wealth Administration:
Manage the administrative functions of the investment and wealth division within the practice
Oversee processes related to wills, trusts, and deceased estates
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 investments, estate planning, 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