Wealth Administrator

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. **Responsibilities**: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

Wealth creation and protection are key to achieving financial freedom. As a Financial Advisor at iGrow Wealth Investments, you will play a crucial role in helping investors create, protect and grow their wealth.The ideal candidate will have a relevant diploma/degree and a minimum of 2 years of experience in property sales or a financial advisory role. They...

**Are you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with an interest in the industry who is looking to diversify their...

**Are you energetic, ambitious and looking to develop your career? Our Cape Town Sable Wealth department is looking to add a full-time Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with interest in the industry who is looking to...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

Job SummaryiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Property Portfolio Administrator to manage a portfolio of 350-450 properties. The ideal candidate will have a strong administrative background and experience with rentals environments.Key Responsibilities:• Manage a large property portfolio•...

We are seeking a skilled Financial Planning Support Specialist to join our team in Cape Town. As a key member of our Wealth Management department, you will provide critical support to our Wealth Managers, ensuring timely completion of tasks and maintenance of high-quality client relationships.Key Performance AreasAdministrative support to Wealth Managers,...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Bond Administrator **to join their team in **Cape Town**. **To qualify for this position, you need**: - Matric - At least 2 years of experience in property administration - Great administrative skills - Excellent communication skills and telephone...

CA Financial Appointments is seeking a highly experienced Senior Administrative Coordinator to support the Wealth Manager/CEO in the Wealth Space. This exciting opportunity requires a strong understanding of wealth management, financial regulations, and business operations.ResponsibilitiesExecutive Support: Efficiently and effectively manage the diary and...

iGrow Wealth Investments: A Leader in Property InvestmentWe are looking for a highly organized Facilities Administrator to manage our property portfolio. The successful candidate will have at least 1 year of experience in property administration and be proficient in RedRabbit.Key responsibilities include:Managing day-to-day maintenance tickets on the rental...

Job OverviewWe are seeking a detail-oriented and organized Administrative Support Specialist to join our team at Set Consulting in Cape Town. As a Wealth Management Associate, you will provide administrative support to our Wealth Manager and their clients.The successful candidate will have a strong background in finance and administration, with experience...

**Wealth Manager Administrators** **Location**: Cape Town Northern Suburbs Start Date: ASAP **Senior administrative team lead** - Team management experience preferable Remuneration: R18 000 - R 28 000 **General investment administrator** - Strong insurance and investment administration skills required. Remuneration R 15 000 - R30...

Wealth Management Associate (WMA)R25k - R30kCape Town Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines,...

iGrow Wealth Investments, a reputable South African property investment company, is currently looking for a skilled Maintenance Administrator to join their growing team. The successful candidate will have a proven track record in managing day-to-day maintenance operations and a strong understanding of property administration principles.Job Description:This...

My client in the Wealth Industry is seeking a suitably experienced Executive Assistant within the Wealth Space. You must have a strong understanding of Wealth Management, Financial Regulations and Business Operations to be considered for this exciting opportunity.Responsibilities: Assist the Wealth Manager/CEO, efficiently and effectively manage their diary...

The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be strategic partner to the wealth manager, by meticulously handling deadlines, paperwork, and operational details to enhance...

Excellent career opportunity to support senior Wealth Manager and be responsible for providing administrative support in all aspects of their portfolio. you will be the coordinator of information between clients, the Wealth Manager and institutions as well as in-house technical specialists. Administrative support to Wealth Manager Professional Liaison with...

**Portfolio Administrator/ Wealth Assistant** **R360K** **Silver Lakes (Pretoria)** Excellent career opportunity with a leading financial services investment holding company. You, together with the adviser will be responsible for implementing any investment and/or share portfolio instructions and providing after sales service offering to customers,...

Wealth Management Associates at Set Consulting play a vital role in providing administrative support to our Wealth Managers. This exciting career opportunity is based in Cape Town, where you will be responsible for managing deadlines, paperwork, and operational details to improve the overall service for our clients.Key ResponsibilitiesPrepare and collate new...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Portfolio Administrator **to join their team in **Cape Town**. **To qualify for this position, you need**: - Matric - Minimum 2 years of experience in a similar position - Experience with rentals environment - Experience with PayProp System - Great administrative...