Wealth Administrator

Sable International; Cape Town; On-site; ZAR 30,000 - 50,000; Full time

Job summary

Sable International seeks a proactive Wealth Administrator for their Cape Town office. This role involves providing crucial administrative support to financial advisers and ensuring compliance in client transactions. Ideal candidates possess a finance-related qualification and strong customer service skills, with prior experience in an administrative role within the finance sector.

Qualifications

• 3+ years' experience in an admin-intensive environment.
• Background in a regulated environment preferred.
• Knowledge of FICA and FAIS a plus.

Responsibilities

• Provide administrative support to financial advisers and paraplanners.
• Process client applications and follow-ups.
• Ensure client files and transactions comply with regulations.

Skills

Customer service

Interpersonal skills

Deadline driven

Numbers oriented

Education

Qualification in finance, investments or banking

Tools

Microsoft Office

Job description

Sable International offers innovative professional services to international citizens. We create tailor-made solutions to meet the accounting, wealth, financial, currency and nationality needs of our clients. We pride ourselves on providing solutions that suit our clients' unique individual circumstances; our employees are key in achieving this goal.

The staff in our Cape Town, Durban, London, Melbourne, and Portugal offices are passionate about their areas of expertise and take pride in helping our clients achieve their goals. As a result, we have an energised and fun company culture, something that sets us apart from other professional services firms.

Job Overview :

Are you energetic, ambitious and looking to develop your career? Our Cape Town Sable Wealth department is looking to add a full-time Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.

We are looking for someone with interest in the industry who is looking to diversify their skill set. Ultimately you will be responsible for providing administrative support to our team of advisers and Paraplanners.

You're perfect for this position if you :

• Have a qualification in finance, investments and / or banking, or
• Have at least three years' experience working in an admin intensive environment such as insurance, investment or banking
• Have background in a regulated environment and knowledge of FICA and FAIS would be beneficial
• Are deadline driven and able to meet targets whilst delivering work of the highest standard
• Have great customer service and interpersonal skills
• Have experience working on Microsoft Office platforms
• Are numbers oriented
• Are honest and ethical

Extra points if you have :

• Paraplanning experience
• Experience in the offshore environment
• Have a talent for adopting and using new systems
• Experience in international regulatory environment (e.g. UK, EU, USA)

Your role and responsibilities :

Among other tasks, your main responsibilities will include :

• Assisting financial advisers – you will be required to provide administration support to financial advisers and paraplanners in the EU, UK and SA
• Investment administration – processing client applications, follow-ups and changes which will require you to work on various investment platforms, telephonic and email communications
• Compliance – you will be required to ensure that client files and transactions are in line with compliance regulations
• Client servicing – assist with client queries, servicing and administration requirements

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