Senior Wealth Administrator

Psg Konsult; Pretoria; On-site; ZAR 300 000 - 410 000; Full time

Job summary

A financial services company in Pretoria is seeking a Senior Wealth Administrator. You will manage a portfolio of clients, handle administrative tasks related to investments and compliance, and provide effective client service. Ideal candidates should have at least 5-7 years of experience in the financial services industry and strong administrative skills. This is a permanent position based in Pretoria.

Qualifications

• 5-7 years' minimum experience in Financial services industry (Distribution division).
• Computer literate in MS Outlook, Excel, Word, and CRMs.

Responsibilities

• Handling administration related to risk portfolios.
• Portfolio management and administration.
• Interact, manage and provide effective client service.

Skills

Team player

Attention to detail

Professional email and phone etiquette

Strong verbal and written communication skills

Education

Matric (advantageous NQF5 Wealth Management or B Financial degree)

RE 5 (Advantageous)

Tools

MS Outlook

Excel

Word

CRMs

Job description

Designation: Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | Permanent

Category: Administration and Operations
Job Level: Semi-skilled and discretionary decision making
Posted by: PSG Financial Services
Posted on: 05 Nov

• Reference Number: POS
• Closing date: 16-Nov-
• Position Type: Permanent
• Location: Die Wilgers Lynnwood Road

Overview

VACANCY | SENIOR WEALTH ADMINISTRATOR | DIE WILGERS, PRETORIA, GAUTENG | PERMANENT
This is an opportunity to join a well-established family office and team which is growing rapidly.

We require a Wealth Administrator to provide an efficient administrative & planning support function to the Advisers.

In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.

Responsibilities

• Handling administration related to risk portfolios
• Handling administration related to Investments
• Handling switches
• Portfolio management and administration
• Compliance management
• Monthly review schedules
• Life companies to facilitate quotes
• Interact, manage and provide effective client service
• Implement new business
• Prepare client files
• Process client queries and instructions
• Maintain the CRM system
• Reporting

Minimum Requirements

• Matric (advantageous NQF5 Wealth Management or B Financial degree)
• RE 5 (Advantageous) 5-7 years' minimum experience in Financial services industry (Distribution division)
• Computer literate (MS Outlook, Excel, Word, CRMs)

Competencies

• Team player
• Attention to detail
• Professional email and phone etiquette
• Ability to work independently
• Initiative
• Adaptable and fast learner
• Strong verbal and written communication skills
• Good administration, organisation, and planning skills
• Able to handle admin pressure

How to Apply

Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 16 November.

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information.

If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.