Description

Financial Services Company based in Umhlanga is looking for an experienced wealth administrator.
• Min 5 years industry experience as an administrator at an independent firm.
• Excel experience.
• Must have experience with LISP's and Risk products.
• Experience with Elite Wealth an advantage
• Favourable qualifications: RE5, Finance diploma, finance higher certificate, NQF level 6 or higher.

Responsibility:

New business ( broker appointments, onboarding new clients) – some of the service providers: Ashburton, FNB, Ninety one, Investec, Momentum, Old Mutual, Compliance and Elite Wealth
- All servicing (portfolio maintenance, i.e. switches, withdrawals, additions, transfers, etc.)
- CCM loading
- Client communication (feedback during service, dealing with requests from clients)
- Getting statements for reviews
- Some monitor the client base with certain advisors to ensure it is up to date regarding income top ups, fee top ups etc.
- CCM loading
- new business (onshore and offshore)
- all reviews (sometimes including statements)
- Client communications

Please send your resume/CV