Senior Wealth Investment Administrator

People Dimension; Pretoria; On-site; ZAR 279,000 - 390,600; Full time

Job summary

A leading wealth management firm in Pretoria is seeking an experienced Investment Administrator to join their dynamic team. The role involves implementing wealth management functions, managing client relations, and ensuring compliance with relevant regulations. Candidates should have over 5 years of administration experience in financial services, strong communication skills, and proficiency in MS Office. A competitive package of R 25,000 - R 35,000 CTC per month is offered, along with opportunities for professional growth.

Qualifications

• 5+ years administration experience within the financial services industry (investments + stockbroking).
• Computer literate (MS Office).
• Different investment platform systems experience (Advantageous).

Responsibilities

• Implement and maintain the wealth management function as instructed.
• Interact with clients for relationship management.
• Process applications for financial planning and wealth management.
• Administer investment products and prepare investment quotes.
• Ensure compliance with FAIS and FICA regulations.

Skills

Telephone etiquette

Time management

High communication skills (verbal & written)

Organising and planning

Attention to detail

Problem solving skills

Excel spreadsheets

Education

Matric

NQF5/6 in Wealth Management

Job description

A leading wealth management firm in Pretoria is seeking an experienced Investment Administrator to join their dynamic team. The role involves implementing wealth management functions, managing client relations, and ensuring compliance with relevant regulations. Candidates should have over 5 years of administration experience in financial services, strong communication skills, and proficiency in MS Office. A competitive package of R 25,000 - R 35,000 CTC per month is offered, along with opportunities for professional growth.