Wealth advisor administrator | pretoria

Our client, a well‑established and prestigious financial services provider, is seeking a motivated and detail‑oriented Wealth Advisor Administrator to join their dynamic Financial Advisory team.

This graduate‑level role is an exceptional springboard for someone looking to build a career in wealth management. In this position, you will work closely with Wealth Advisors and paraplanners, providing crucial administrative support and engaging directly with clients to ensure a seamless service experience.

Key Responsibilities Client Support & Liaison: Actively support Wealth Advisors in acquiring, retaining, and maintaining valuable client relationships. Follow up promptly on client servicing requests. System & Data Management: Update and scan client information using internal systems (Dynamics and Elite). Obtain Astute downloads and request updated client investment and policy statements. Transaction Processing: Submit all new business applications. Process ongoing servic...