Wealth Management Administrator

Frogg Recruitment; Johannesburg; On-site; USD 30,000 - 45,000; Full time

Job summary

A leading company in Wealth Management is seeking a Wealth Management Administrator in Sandton, Johannesburg. This role requires a professional with over 5 years of experience in a financial services environment. The successful candidate will provide comprehensive administrative support, manage client servicing, and ensure compliance with record-keeping, all while contributing to a dynamic team. A strong attention to detail and organization, as well as proficient communication skills, are essential for success in this role.

Qualifications

• 5+ years relevant administration experience in a financial services environment.
• Strong attention to detail and accuracy.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Process and submit new long-term insurance and investment applications.
• Handle client queries regarding existing policies and investments.
• Maintain accurate records on CRM and policy administration systems.

Skills

Administrative skills

Organisational skills

Communication

Client servicing

Investment knowledge

Education

Matric (Grade 12)

NQF Level 5 in Financial Planning / Wealth Management

RE5 Certificate

Tools

MS Office

CRM / policy admin systems

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.