Wealth Administrator
5 months ago
Having worked either at a Financial services institution with advisory-related matters or assisting in wealth administration is highly required. Our client who is situated in the Southern Suburbs would like to appoint an experienced administrator who enjoys the administration function and is passionate about client services. You will have worked with FICA, FAIS and Money laundering in your current role.
Assist a team of Wealth Managers
Support the Financial Advisors
Manage all client portfolios
Ensure FICA & FAIS compliance
Ensure the client database is kept up to date
Follow up on outstanding matters
Resolve client queries
**Skills & Experience**:
Assisting a team
Wealth administration
**Qualification**:
Matric
Degree
Contact
**SHAKIRAH LAKAY** at
**CTF017330.**
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Shakirah Lakay
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