Key Responsibilities:Wealth Administration:Manage the administrative functions of the investment and wealth division within the practiceEstate Planning Administration:Oversee processes related to wills, trusts, and deceased estatesRisk Administration:Administer life and disability insurance functions effectivelyOffice Management:Oversee daily operations and delegation of tasksSupervise and support administrative staffTrack and manage workflow tickets and responsibilitiesEnsure smooth coordination of all office activitiesRequirements:Matric (Grade 12)Tertiary qualification preferred (e.g., Business Administration or similar)Solid background in wealth management or financial servicesHands-on experience with investment administration, wills, estate administration, and insuranceProven track record in office and administration managementStrong organizational skills and the ability to meet deadlinesHigh levels of integrity, reliability, and professionalismMomentum Administration system experience advantageous Apply:
