Wealth Administrator Cape Town

CA Financial Appointments; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

CA Financial Appointments is seeking a Wealth Administrator for a leading Wealth Manager in Cape Town. The role involves supporting para-planners and private wealth managers, gathering information in the Astute system, and ensuring client documentation is organized and up to date.

You will chase takeovers, manage provider code applications, maintain the New Business Register, and escalate cases when necessary, with a focus on timely progression and accurate record-keeping in Prime System.

Qualifications

• Matric (school leaving certificate) required.
• 2 years of experience as an Administrator in Insurance/Wealth/Financial Services.

Responsibilities

• Information gathering via the Astute system for Para-Planners and Private Wealth Managers.
• Chase takeovers and send to providers with confirmation of completion.
• Send Provider Code Application forms for new Private Wealth Managers to providers and chase for codes.
• Sort, arrange and share client documentation.
• Ensure documentation on Prime System is up to date.
• Keep the New Business Register current.
• Chase/update cases every 3 days for progress.
• Liaise with PWM and Para-Planners to obtain outstanding requirements.
• Liaise with Private Wealth Managers to obtain outstanding requirements.
• Escalate cases to the New Business Manager if no movement.

Skills

Administrative experience

Client data management

Communication skills

Education

Matric

Tools

Astute system

Prime System

Job description

Wealth Administrator

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator.

Responsibilities:

• Information gathering via the Astute system for the Para-Planners and Private Wealth Managers
• Chase takeovers and send to providers and get confirmation that it is done
• Send the Provider Code Application forms for new Private Wealth Managers to providers for them to obtain codes and chase
• Sort, arrange and share client documentation
• Ensuring that documentation on Prime System is kept up to date
• Ensure that the New Business Register is kept up to date
• Ensure that cases are chased/updated every 3 days
• Liaise with PWM and Para-Planners to obtain outstanding requirements (if needed)
• Liaise with Private Wealth Managers to obtain outstanding requirements (if needed)
• Escalate cases to the New Business Manager if no movement or progression is made on a case

Requirements:

• Matric
• 2 Years experience as an Administrator in the Insurance / Wealth / Financial Services sector

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.