Senior Wealth Administrator, Bloemfontein

Senior Wealth Administrator | Bloemfontein Hire Resolve

is seeking a highly skilled

Senior Wealth Administrator

to join a premier wealth management team in Bloemfontein. This is an excellent opportunity for a senior professional to take ownership of client portfolios and provide high-level support to the Wealth Manager. (This role will include benefits such as Medical aid and Provident fund upon candidates preference)

Key Responsibilities:

Portfolio Administration:

Proactively manage client accounts and ensure the fast, efficient processing of new investments and business.

Client Servicing:

Maintain direct relationships with clients to action instructions, manage investment affairs, and provide optimal reporting.

Compliance Management:

Ensure advisors maintain high compliance levels and that client reviews are conducted and documented according to SLAs.

Leadership:

Provide management and support to junior staff members.

Events Coordination:

Assist with the efficient planning and coordination of client functions.

Requirements:

Experience:

5+ years of relevant work experience within the

Financial Services

industry.

Education:

Matric certificate is required; a relevant Financial Services Diploma or Degree is highly advantageous.

Certifications:

RE 5 or NQF 5 Certificate in Wealth Management is preferred.

Technical Skills:

Full computer literacy (MS Office) and strong system skills.

Attributes:

A team player with a pro-active, results-driven mindset and a high tolerance for stress.

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