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Financial Advisory and Wealth Management
5 months ago
Overview
(Area:) Umhlanga
(Salary:) Market Related
(Ref: AG)
Our client in the Financial Advisory and Wealth Management sector seeks to appoint a suitably experienced and qualified Wealth and New Business Administrator to join their team. 3 -5 years’ experience in financial advisory/ wealth management firm is essential. Must have a high level of accuracy in dealing with the administration and end to end new business processes of HNW portfolios. The work environment is fast paced with tight deadlines. Must have own reliable transport as working out of normal hours may be required.
Must have Matric/Grade 12 with an excellent telephone manner and professionally proficient in English with advanced MS Word and MS Excel skills. A relevant tertiary qualification would be an advantage.
