Wealth Investment Administrator Bedfordview, Gauteng Permanent

1 day ago

Bedfordview, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Wealth Investment Administrator | Bedfordview, Gauteng | Permanent

**Category**:

- Finance

**Job Level**:

- Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

- PSG Financial Services

**Posted on**:

- 20 May 2025

**Reference Number**:

- POS39972

**Closing date**:

- 30-May-2025

**Position Type**:

- Permanent

**Location**:

- Bedfordview

**Overview**:
**VACANCY | WEALTH INVESTMENT ADMINISTRATOR | BEDFORDVIEW, GAUTENG | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Responsibilities**:

- Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
- Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
- Work closely with Wealth Adviser
- Provide ongoing feedback to clients.
- Preparing and implementing investment proposals.
- Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
- Ensure all electronic documents are loaded on the internal system.
- Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
- Prepare cash flow analysis and retirement planning calculations.
- Dealing with script transfers, personal share portfolios and load fees on IRESS system
- We welcome innovative and creative thinking.

**Minimum requirements**:

- Post graduate diploma in Financial Planning or BCom qualification
- At least 3 years relevant work experience in Financial Services industry
- RE5 qualification
- Proficient in both spoken and written English and Afrikaans
- Computer literacy (MS Office)

**Competencies required**:

- Analytical skills
- Planning and Organising skills
- Prioritization
- Problem-solving skills
- Time management / Deadline driven

**How to apply**:

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