Wealth Administrator | Pretoria

Job description

• The Wealth Administrator is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship.
• The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures.
• The role needs excellent client relationship management and office administrative skills.

Responsibilities

• Process client queries and instructions
• Gather Policy information
• Handle new application and quotations
• Handle and solve client enquiries all existing business enquiries
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Office Management and Administration
• New business implementation
• Reception duties
• Ensure FAIS Compliance
• Load new/existing business applications
• Employee benefit administration
• Diary management – new and existing business cases
• Diary management for Wealth Adviser
• Arranging appointments between Wealth Adviser and Clients
• Commission allocation and front office account duties
• Data Capturing of client information – Preparing documents and implementing Life/investment etc. proposals

Minimum requirements

• Grade 12
• Relevant Financial Industry qualification Advantage
• Minimum 2- 5 Years experience in wealth management administration
• Computer literacy MS Office – Highly competent in Excel
• Proficient in both spoken and written English as well as one other official South African Language

Competencies

• Strong technical, organisation, planning and administrative skills
• Able to handle admin pressure
• Excel Spreadsheet and basic accounts
• Communication skills verbal & written
• Problem solving
• Attention to detail
• Client Centricity
• Good time management

Closing date: 07-Sept-2026