Junior Administrator
1 week ago
We're Hiring — Junior Admin Assistant
Location: Umhlanga, Durban
Company: Winchester Wealth (Pty) Ltd
Winchester Wealth is looking for a Junior Admin Assistant to join our growing, high-performance team.
This role is ideal for someone who's starting out in their career — a motivated individual eager to gain real experience in the financial services industry and grow within a professional environment.
If you're studying towards a financial qualification or recently completed your degree, this is your opportunity to step into the world of wealth management excellence.
Key Roles & Responsibilities
As a Junior Admin Assistant at Winchester Wealth, your duties will include:
- Assisting financial advisors with client onboarding and documentation preparation.
- Managing client files, ensuring all records are accurate, compliant, and up to date.
- Performing FICA verification and maintaining compliance checklists.
- Assisting with policy processing, switch forms, and new business submissions.
- Handling email correspondence and follow-ups with clients and product providers.
- Scheduling appointments and updating the advisors' calendars.
- Assisting in event coordination.
- Updating client information on CRM systems and Excel trackers.
- Supporting the admin team with general office duties — filing, scanning, and record management.
- Maintaining a professional and friendly front-office presence when interacting with clients.
Skills & Requirements
- Strong attention to detail and organizational ability.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office (Word, Excel, Outlook).
- A positive attitude and willingness to learn.
- Matric (required); Diploma or Degree in Finance/Business Administration (advantageous).
Why Join Winchester Wealth?
At Winchester Wealth, you'll be part of a team that values professionalism, personal growth, and excellence. We provide an environment that encourages learning, mentorship, and long-term career development in the wealth management space.
Inbox us or email your CV to /
and start building your future with Winchester Wealth.
Job Type: Full-time
Pay: R5 000,00 - R8 500,00 per month
Work Location: In person
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