Wealth Administrator
Job Description
BDO 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
You will be required to have:
+/- 8 years Wealth & Healthcare administration experience
Grade 12 or equivalent
Higher Certificate in Financial Planning
Excellent communication skills
Computer literacy
This position will require somebody with the following competencies:
Organisational skills
Time management ability
Task driven
Analytical
Supportive skills
* Structured
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Job Detail
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Job IdJD1386299
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IndustryNot mentioned
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Total Positions1
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Job Type:Contract
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationPretoria, GP, ZA, South Africa
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EducationNot mentioned