Wealth Administrator - Financial Services
Foord Consulting · Umhlanga, KwaZulu-Natal
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Start free — we apply for you →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