Wealth Administrator, Durban

Key Responsibilities

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 advisorsOversee central communications by managing the main practice mailbox, telephone line, and WhatsApp channel Assist with Wills and Estates processes, including drafting of wills, document storage, collation, and administration Coordinate deceased estates between Head Office and clients, ensuring a smooth and professional processWork closely with internal teams and Head Office, utilising relevant systems and software Requirements

Solid experience within the wealth management or financial services industry Strong knowledge of investments, with specific experience in Momentum Wealth, Momentum Wealth International, and Momentum Investo Exposure to Momentum Securities would be advantageous Excellent administrative, organisational, and communication skillsHigh level of accuracy and attention to detail Ability to manage multiple tasks and work efficiently in a fast-paced environment

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