Wealth Admin & Client Services Specialist

Bdo South Africa; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Pretoria is seeking a Wealth Administrator to support Financial Planners and provide exceptional service to clients. The role involves processing applications, maintaining records, and liaising proactively with clients. Candidates should have senior experience in financial services administration and strong MS Office skills. This is a permanent position with a market-related salary.

Qualifications

• Senior-level experience in Financial Services administration.
• Computer literacy and strong MS Office skills.
• Clear professional communication skills.

Responsibilities

• Act as a point of contact for client queries.
• Process new business applications accurately.
• Liaise with clients and maintain records.

Skills

Financial Services administration

MS Office skills

Written and verbal communication

Organisational skills

Time management

Education

Grade 12 or equivalent

Higher Certificate in Financial Planning

Job description

A leading financial services firm in Pretoria is seeking a Wealth Administrator to support Financial Planners and provide exceptional service to clients. The role involves processing applications, maintaining records, and liaising proactively with clients. Candidates should have senior experience in financial services administration and strong MS Office skills. This is a permanent position with a market-related salary.