Description:
WEALTH MANAGER ADMINISTRATOR
Bellville
As a Wealth Manager Administrator, you will play a pivotal role in ensuring the smooth running of the practice by providing efficient and professional administrative support to the Wealth Manager and Paraplanner.
RESPONSIBILITIES:
Client Support & Administration
Gathering, capturing, and verifying client and product information to maintain accurate records. Assisting with client onboarding, including documentation, application forms, and compliance requirements. Handling and resolving client queries professionally, ensuring a positive client experience. Preparing client review packs, proposals, reports, and supporting documentation for meetings.
Financial & Investment Plan Support
Preparing and compiling documentation to implement financial and investment strategies. Liaising with product providers, insurers, and investment platforms to source quotations, product information, and policy details. Following up on instructions and ensuring timely execution of transactions, investments, and updates.
Data & Systems Management
Maintaining and updating the Client Relationship Management (CRM) system with accurate client data. Managing and updating the internal data warehouse to support reporting and decision-making. Ensuring all documentation and correspondence are stored in line with company procedures.
Compliance & Governance
Ensuring that all compliance requirements are met, including FICA, FAIS, and other regulatory obligations. Monitoring and tracking outstanding compliance items, following up proactively with clients and providers. Assisting in preparing documentation and records for compliance audits or reviews.
Practice & Team Support
Providing administrative and operational support to the Wealth Manager and team. Contributing to process improvement and helping streamline business operations. Coordinating with service providers and partners to support overall client service delivery.
COMPETENCIES & SKILLS:
The ideal candidate will bring both technical knowledge and strong interpersonal skills to the role. Key competencies and requirements include:
Attitude & Approach: A positive “can-do” mindset and willingness to adapt in a rapidly evolving environment. A self-starter with initiative, able to drive tasks and projects to completion with minimal guidance. Ability to also operate effectively in a structured environment when required.
06 Jan 2026;
from:
gumtree.co.za