Wealth Administrator (JB1484)
Edenvale, Johannesburg
R10 000 - R15 000
Duration: Permanent
Our client works with highly successful families who have created significant wealth through years of hard work and sacrifice. They help their clients preserve, diversify and deploy their wealth effectively with an emphasis on the maintenance of their lifestyles through varying economic environments.
As experienced investment advisors our client resists fads and group think. They focus their energies on identifying the managers and strategies that they believe can deliver consistent, prudent returns relative to a client’s investment goals and tolerance to risk.
Responsibilities include:
- Building and maintaining ongoing relationships with clients
- Scanning and filing of documents
- Receiving and processing client requests and providing feedback to clients
- Assisting with repurchases, income amendments, tax certificates and a few other client queries
- Sending monthly statements to clients
- Administrative tasks such as paperwork, correspondence and keeping detailed records
- Assisting with preparing of files for advisor appointments
- Keeping up-to-date with changes in the investment market and the clients’ industries
Attending network events as required
