Wealth And Operations Administrator

Wealth and Operations Administrator
Location: Nelspruit, Mpumalanga
Salary: R15 000 - R20 000 (Depending on experience)
Our client in the Financial Services Industry is seeking a Wealth and Operations Administrator with strong administrative skills and relevant experience to join their team in Nelspruit.
Minimum Requirements:

Matric certificate
Relevant qualifications in a related field (preferred)
RE exam qualifications (considered a plus)
3+ years' experience in a similar position
Proficient in MS Office and MS Teams

Responsibilities:

Support Manager(s) with administrative tasks in a timely manner
Manage prospect leads and maintain client information on CRM and SharePoint
Address client inquiries and respond to emails with professionalism
Prepare and update investment proposals and onboarding documents
Collect necessary compliance documents (FICA/FAIS)
Track new business transactions and ensure follow-up
Adhere to FSCA compliance guidelines
Process payment instructions and manage existing client accounts

Consultant: Lynette Wolmarans - Dante Personnel Mpumalanga
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