Wealth Administrator

Durban. Join a professional and client-focused team in the Wealth Management / Financial Services sector as a Wealth Administrator. This is an exciting opportunity for a detail-oriented and proactive individual to play a key role in supporting a busy practice, ensuring seamless administration, client service, and communication across multiple platforms. Strong knowledge of investments and experience with Momentum is ideal.

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  Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platforms
  
  


• Prepare new business documentation and ensure accurate processing of completed applications


• Handle portfolio changes, switches, and updates efficiently


• Compile reports and performance statements for clients and advisors


• Oversee central communications by managing the mai...