Wealth Administrator

5 days ago

Pretoria, Gauteng, South Africa 368ab7bb-7e63-47cd-ada9-ca4cf297a3d6 Full time R270 000 - R420 000 per year

BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial Planners

Responsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following:

  • Act as a first point of contact for client queries — resolving basic enquiries independently, and escalating where necessary
  • Process new business applications timeously and accurately, with strong follow-up discipline
  • Process increases, amendments and servicing requests on existing business
  • Ensure accurate workflow and data capture on Elite Wealth and internal systems
  • Prepare and submit documentation packs for onboarding and servicing
  • Liaise with clients proactively, ensuring clear communication of progress updates
  • Maintain electronic client records, ensuring compliance with regulatory and internal requirements
  • Support Financial Planners pre- & post-client meetings
  • Engage in ongoing professional development and contribute to a positive team culture

You Will Be Required To Have

  • Senior-level experience in Financial Services administration - supporting Financial Planners and/or Healthcare Consultants
  • Grade 12 or equivalent
  • Computer literacy and strong MS Office skills
  • Clear and professional written and verbal communication skills
  • A Higher Certificate in Financial Planning would be advantageous

This Position Will Require Somebody With The Following Competencies

  • Exceptionally organised with strong time management
  • Professional communication style and client-first mindset
  • Ability to work methodically with a high level of accuracy
  • Proactive problem-solving and follow-through
  • Positive team contributor with a willingness to learn and grow
  • Ability to manage competing priorities and deadlines

Salary Is Market-related And Commensurate With Experience And Qualifications.
The appointment will be made in terms of the firm's Employment Equity Policy.

Only short-listed candidates will be contacted.

Consent To Process Your Information
By sending us your application, Curriculum Vitae, academic records, qualifications, or any other personal information as defined by POPIA:

  • You have disclosed up to date and accurate records; and
  • You agree to us keeping your records in our data base as per our Retention Policy.

Declaration
By agreeing to the terms herein, you give BDO South Africa the authority to process your personal information. This consent will remain valid until such time as we have received instructions from you to request, subject to any applicable law and where appropriate, the correction, updating or deletion of your personal information held by us. You further acknowledge and declare that all personal information supplied to BDO is accurate, up to date, not misleading and complete in all respects.

NN

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