Wealth and Operations Administrator

SUMMARY:
Wealth and Operations Administrator
Nelspruit 
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

POSITION INFO:
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