Wealth Administrator

Mont Blanc is committed to delivering comprehensive and tailored insurance solutions to clients, with a strong emphasis on client satisfaction and innovative risk management.We are seeking a skilled and organized individual for our Stellenbosch Branch, to assist our Financial Advisors with the administration and preparation of financial planning advice. The...

Job description:The successful candidate will be responsible for administration & interacting with clients by managing relationships and providing client services. You will ensure new business implementation, reception duties and excellent office administrative skills.Responsibilities:·     Gather Policy information·     Compile a summary of...

Reference: 10819 CM Consultant: Christa Mostert Job Description: Gather Policy information Compile a summary of information Research product information Handle new application and quotations Handle and solve client enquiries (all existing business enquiries) Diary management for new and existing business cases Diary management for Wealth Adviser Arrange...

Role & Responsibilities: - Drive business development for our products in your designated region or target market - Build and maintain relationships with HNI, UHNI, and institutional investors through your own network - Coordinate with administrative and back-office teams to smoothly onboard investors - Provide exceptional client service through sharp...

Job OverviewApplication Deadline: 3 January 2026Job Location: Stellenbosch, Western CapeJob Title: Senior AdministratorEducation Level: CertificateJob Level: SeniorMinimum Experience: 5- 7 YearsSenior Administrator required in Stellenbosch.Duties and Responsibilities:Gather Policy informationCompile a summary of informationResearch product informationHandle...

Designation:Investment Administrator | Stellenbosch, Western Cape | PermanentCategory:Administration and OperationsJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:18 Dec 2025Reference Number:POS40664Closing date:05-Jan-2026Position...

**Designation**: - Investment Administrator | Stellenbosch, Western Cape | Permanent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 28 Jan 2022 **Reference...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

A human resources consultancy in Stellenbosch seeks a skilled administrator to handle client inquiries, manage diaries, prepare investment reviews, and maintain compliance. The ideal candidate should have a tertiary qualification and a minimum of 5 years of relevant experience. Strong administrative skills and proficiency in English and an additional...

Company DescriptionNexo Group is a leading financial advisory firm based in Cape Town and the Garden Route. The company specializes in delivering effective fiscal solutions through comprehensive accounting, tax, and related financial services. With an integrated approach, Nexo Group brings together Chartered Accountants, Tax Consultants, and Payroll...