Wealth Administrator
Pretoria, Gauteng, South Africa
Job Description
DescriptionBDO Pretoria has a vacancy for a Wealth Administrator. Reporting to the Operations Manager, BDO Wealth Advisers.Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following:
- Process new business applications
- Process increases and alterations on existing business
- Liaison with clients, written and verbal communication
- Capturing and maintaining workflow on the workflow system
- Scan and save all client related documents
- Personal development and training
- Liaison with Wealth & Healthcare Adviser
- +/- 8 years Wealth & Healthcare administration experience
- Grade 12 or equivalent
- Higher Certificate in Financial Planning
- Excellent communication skills
- Computer literacy
- Organisational skills
- Time management ability
- Task driven
- Analytical
- Supportive skills
- Structured
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Job Detail
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Job IdJD1383794
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationPretoria, Gauteng, South Africa
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EducationNot mentioned