Job Summary

Key Responsibilities:

Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platforms
Prepare new business documentation and ensure accurate processing of completed applications
Handle portfolio changes, switches, and updates efficiently
Compile reports and performance statements for clients and advisors
Oversee central communications by managing the main practice mailbox, telephone line, and WhatsApp channel
Assist with Wills and Estates processes, including drafting of wills, document storage, collation, and administration
Coordinate deceased estates between Head Office and clients, ensuring a smooth and professional process
Work closely with internal teams and Head Office, utilising relevant systems and software

Requirements:

Solid experience within the wealth management or financial services industry
Strong knowledge of investments, with specific experience in Momentum Wealth, Momentum Wealth International, and Momentum Investo
Exposure to Momentum Securities would be advantageous
Excellent administrative, organisational, and communication skills
High level of accuracy and attention to detail
Ability to manage multiple tasks and work efficiently in a fast-paced environment

Please send your resume/CV