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 ...

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