Job Description
Durban. Join a professional and client-focused team in the Wealth Management / Financial Services sector as a Wealth Administrator. This is an exciting opportunity for a detail-oriented and proactive individual to play a key role in supporting a busy practice, ensuring seamless administration, client service, and communication across multiple platforms. Strong knowledge of investments and experience with Momentum is ideal.
Key Responsibilities:
- Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platforms
- Prepare new business documentation and ensure accurate processing of completed applications
- Handle portfolio changes, switches, and updates efficiently
- Compile reports and performance statements for clients and advisors
- Oversee central communications by managing the mai...
Ready to Apply?
Submit your application today and join our talented team at Sandi Crowther Recruitment.
Submit ApplicationJob Details
- Location Durban, KwaZulu-Natal
- Job Type Full-time
- Category Financial Specialists
- Posted Date June 29, 2026
- Application Deadline August 08, 2026