Senior Wealth Administrator

11 hours ago

Bloemfontein, Free State, South Africa Hire Resolve Full-time R 400,000 - R 600,000/year

Senior Wealth Administrator | Bloemfontein

Hire Resolve is seeking a highly skilled Senior Wealth Administrator to join a premier wealth management team in Bloemfontein. This is an excellent opportunity for a senior professional to take ownership of client portfolios and provide high-level support to the Wealth Manager. (This role will include benefits such as Medical aid and Provident fund upon candidates preference)

Key Responsibilities:

  • Portfolio Administration: Proactively manage client accounts and ensure the fast, efficient processing of new investments and business.
  • Client Servicing: Maintain direct relationships with clients to action instructions, manage investment affairs, and provide optimal reporting.
  • Compliance Management: Ensure advisors maintain high compliance levels and that client reviews are conducted and documented according to SLAs.
  • Leadership: Provide management and support to junior staff members.
  • Events Coordination: Assist with the efficient planning and coordination of client functions.

Requirements:

  • Experience: 5+ years of relevant work experience within the Financial Services industry.
  • Education: Matric certificate is required; a relevant Financial Services Diploma or Degree is highly advantageous.
  • Certifications: RE 5 or NQF 5 Certificate in Wealth Management is preferred.
  • Technical Skills: Full computer literacy (MS Office) and strong system skills.
  • Attributes: A team player with a pro-active, results-driven mindset and a high tolerance for stress.