Wealth Management Administrator
Full-time
Helderberg Personnel
Key Responsibilities
- Administration (Investments, Long-term risk policies, Medical aid & GAP-cover)
- New business applications
- Advisor appointments on existing investments and policies
- Investment additional contributions
- Investment withdrawals
- Investment switches and transfers
- Prepare and submit documentation to product providers
- Track and follow up on outstanding transactions with asset managers, investment platforms, insurance providers, medical aid and GAP-cover providers
- Maintain accurate records of all client transactions
- Open and maintain client files and records
- Update client personal details and financial information on the CRM system
- Prepare client documentation packs for financial advisors
- Assist with the preparation of review packs and client reports
- Schedule and coordinate client meetings where required
- Respond to client administrative queries in a professional and timely manner
- Ensure all client records meet FICA identification and verification requirements
- Obtain and maintain up-to-date FICA documentation (ID, proof of address, etc.)
- Verify client information and perform necessary due diligence checks
- Ensure that all documentation required under FAIS regulations is complete and filed correctly
- Maintain organised electronic and/or physical client filing systems
- Ensure secure storage of confidential client information
- Update and maintain compliance registers and documentation logs
- Assist with document retrieval during compliance audits
- Support financial advisors with administrative preparation for client engagements
- Assist with preparation of client proposals and documentation packs
- Liaise with product providers and investment platforms regarding administrative issues
- Support internal operational processes to improve efficiency
- Strong administrative and organisational skills
- High attention to detail and accuracy
- Understanding of financial products, long-term risk benefits, medical aid, GAP-cover and investment administration processes
- Knowledge of FICA and FAIS regulatory requirements
- Ability to work independently and manage multiple tasks
- Strong communication and client service skills
- Ability to handle confidential information with discretion
- Good problem-solving and follow-up ability
- Matric / Grade 12
- 2–4 years administrative experience in financial services, investments, or wealth management
- Certificate or diploma in Finance, Business Administration, or Wealth Management
- Experience working with investment platforms or financial planning software
- Understanding of FICA and FAIS compliance processes
Vacancy posted 12 hours ago
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