Wealth and Operations Coordinator

1 week ago


Nelspruit, Mpumalanga, South Africa Dante Personnel Full time
Job Title: Wealth and Operations Administrator

We are seeking a highly organized and detail-oriented Wealth and Operations Administrator to join our team at Dante Personnel Mpumalanga.

Key Responsibilities:
  • Administrative Support: Provide timely and efficient administrative support to our Manager(s), ensuring seamless day-to-day operations.
  • Client Management: Manage prospect leads, maintain client information on CRM and SharePoint, and address client inquiries with professionalism.
  • Document Preparation: Prepare and update investment proposals and onboarding documents, ensuring accuracy and compliance.
  • Compliance and Risk: Collect necessary compliance documents (FICA/FAIS), track new business transactions, and ensure adherence to FSCA compliance guidelines.
  • Financial Transactions: Process payment instructions and manage existing client accounts, maintaining accurate records and ensuring timely follow-up.

Requirements:

  • Matric certificate
  • Relevant qualifications in a related field (preferred)
  • RE exam qualifications (considered a plus)
  • 3+ years' experience in a similar position
  • Proficient in MS Office and MS Teams

About Us: Dante Personnel Mpumalanga is a leading recruitment agency dedicated to providing exceptional service to our clients and candidates. We are committed to building long-term relationships and delivering results-driven solutions.



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