Wealth Management Admin & Compliance Specialist

University of Fort Hare; Somerset West; On-site; ZAR 223,200 - 334,800; Full time

Job summary

The University of Fort Hare in Somerset West is seeking a Wealth Management Administrator to provide administrative support for client investments and financial products. This role includes ensuring compliance with relevant regulations like FICA and FAIS and maintaining accurate client records.

Ideal candidates should have 2-4 years of experience in financial services and possess strong organizational skills. Additional qualifications in finance or business management are advantageous.

Qualifications

• 2–4 years administrative experience in financial services, investments, or wealth management.
• Ability to work independently and manage multiple tasks.
• Good problem-solving and follow-up ability.

Responsibilities

• Provide comprehensive administrative support related to client investments and financial products.
• Ensure compliance with regulatory requirements during client record maintenance.
• Support financial advisors with administrative preparation for client engagements.

Skills

Strong administrative and organisational skills

High attention to detail and accuracy

Understanding of financial products

Knowledge of FICA and FAIS regulatory requirements

Strong communication and client service skills

Education

Matric / Grade 12

Certificate or diploma in Finance, Business Administration, or Wealth Management

Job description

The University of Fort Hare in Somerset West is seeking a Wealth Management Administrator to provide administrative support for client investments and financial products. This role includes ensuring compliance with relevant regulations like FICA and FAIS and maintaining accurate client records.

Ideal candidates should have 2-4 years of experience in financial services and possess strong organizational skills. Additional qualifications in finance or business management are advantageous.