Wealth Management Administrator

Tyron Consultancy; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading Wealth Management firm in Johannesburg is seeking a dedicated Wealth Management Administrator to provide essential support in new business processing and client servicing. The ideal candidate will have a minimum of 5 years of relevant experience, possess strong administrative and organizational skills, and be proficient in CRM systems. Responsibilities include processing insurance applications, handling client queries, and maintaining accurate records. This permanent position offers a competitive salary and the opportunity to work in a dynamic financial environment.

Qualifications

• Minimum 5 years relevant administration experience in a financial services environment.
• Experience in new business processing and client servicing.
• Knowledge of major product providers (Liberty, Discovery, Momentum, etc.).

Responsibilities

• New Business Administration: Process and submit new long-term insurance and investment applications timeously and accurately.
• Client Servicing: Handle client queries regarding existing policies and investments.
• Compliance & Record Keeping: Maintain accurate, up-to-date records on CRM and policy administration systems.

Skills

Administrative skills

Client servicing

Attention to detail

Communication skills

Proficiency in MS Office

Education

Matric (Grade 12)

RE5 Certificate

NQF Level 5 in Financial Planning / Wealth Management

Tools

Astute

Elite Wealth

Job description

Wealth Management Administrator – Sandton, Johannesburg.

Our Wealth Management client is looking for a Wealth Management Administrator with solid 5+ years experience within Wealth Management. To provide efficient, accurate, and professional administrative support for new business processing, client servicing, policy administration, and investment transactions.

Are you working in a financial advisory or brokerage environment? Then this role is for you.

Salary: Market related plus commission (in new business) – depends on experience and qualifications.

Position type: Permanent.

Hours: 8am to 16:30.

Minimum Requirements:

• Matric (Grade 12) required.
• RE5 Certificate preferred (or willing to obtain within 12 months).
• NQF Level 5 in Financial Planning / Wealth Management
• Minimum 5 years relevant administration experience in a financial services environment (investments & long-term insurance).
• Experience in new business processing and client servicing.
• Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.).
• Competency in Section 14 transfer process, provident fund transfers, Retirement transfers and strong general investment knowledge
• Strong administrative and organisational skills. High attention to detail and accuracy.
• Excellent verbal and written communication skills (English).
• Ability to prioritise tasks and meet deadlines under pressure.
• Proficiency in MS Office (Excel, Word, Outlook) and CRM / policy admin systems (e.g. Astute, Elite Wealth or similar CRM system).

Key responsibilities:

• New Business Administration: Process and submit new long-term insurance and investment applications timeously
• and accurately
• Client Servicing: Handle client queries regarding existing policies and investments
• Compliance & Record Keeping: Maintain accurate, up-to-date records on CRM and policy administration systems
• General Administration: Liaise with advisors, product providers and clients professionally; Assist with daily office admin and ad hoc tasks as needed.