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Senior Administrator (Wealth)

Senior Administrator (Wealth)

Dante PersonnelPretoria, South Africa
9 hours ago
Job description

Minimum requirements :

  • Diploma or Certificate IV in Financial Services (or working toward)
  • Management or leadership training / certification (advantageous but not essential).
  • Minimum 45 years experience in a Wealth Management / Financial Planning Administration role.
  • Proficient in Xplan and various financial provider systems.
  • Strong knowledge of Local and Offshore Investments, Pensions, Endowments, RAs and Estate Planning.
  • Demonstrated understanding of the regulatory environment and advice compliance frameworks.
  • Excellent organisational and time management skills with a high attention to detail.
  • Manage the full administration of client portfolios including switches, withdrawals, contributions, pension transfers, and payments and quarterly reviews.
  • Process new business and ongoing service requests across a wide range of products (Allan Gray, AIMS, Old Mutual, Credo, SwissQuote, etc.)
  • Ensure timely and accurate lodgement of applications and compliance documentation

Consultant : Daphney Malotoane - Dante Personnel East Rand

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Senior Administrator • Pretoria, South Africa

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