Wealth Administrator

6 months ago

Southern Suburbs, South Africa Communicate Recruitment Full time

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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For more information please contact:
Shakirah Lakay

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