Wealth Administration Specialist | Durbanville
- Durbanville, Cape Town
- R240,000-300,000 per year
- Permanent
- Full-time
Location: Durbanville
Salary: R240 000 R300 000 per annumJoin a forward-thinking financial services firm that believes in building strong client relationships and creating tailored financial solutions. Our client is passionate about simplifying and securing the financial journeys of their clients through expert planning and advice. As part of a collaborative and dynamic team, you will play a critical role in supporting Financial Advisors, ensuring operational excellence, and delivering exceptional client experiences.Responsibilities:As a Senior Administrator, you will be the backbone of our advisory team. This is more than just adminits about making an impact through precision, compliance, and client care. Your responsibilities will include:Client Management:
- Be the first point of contact for an allocated client portfolio.
- Handle client queries with professionalism and empathy.
- Keep client records accurate and up to date.
- Process new and existing business applications across Investments, Risk, Medical Aid, Trusts, and Estates.
- Prepare client correspondence, reports, and presentations.
- Schedule client meetings and manage the advisors calendar.
- Track client reviews, fee renewals, and income revisions.
- Assist in deceased estates and trust administration.
- Ensure compliance with FICA, FAIS, POPIA, FATCA, TCF.
- Maintain an organized digital filing system.
- Act as the key link between advisors, clients, insurers, and investment platforms.
- Communicate clearly and confidently via phone, email, and in person.
- Matric (Grade 12) with 3+ years in financial services administration.
- Strong knowledge of financial products & services.
- Proficiency in MS Office (Outlook, Word, Excel).
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