Overview
Reference : DUR -JK-1
Mount Edgecombe. An excellent opportunity exists for a competent and meticulous Office Manager to join a dynamic and professional team in the Wealth Management / Financial Services sector.
We are seeking a highly organized individual with strong experience in investment administration, wills and estates administration, and developing financial plans. If you’re a reliable, detail-oriented team player with leadership capabilities and a passion for excellence, we’d love to hear from you!
Duties & Responsibilities
Key Responsibilities :
- Wealth Administration : Manage the administrative functions of the investment and wealth division within the practice
- Estate Planning Administration : Oversee processes related to wills, trusts and deceased estates
- Risk Administration : Administer life and disability insurance functions effectively
- Office Management : Oversee daily operations and delegation of tasks; supervise and support administrative staff; track and manage workflow tickets and responsibilities; ensure smooth coordination of all office activities
Requirements
Matric (Grade 12)Tertiary qualification preferred (e.g., Business Administration or similar)Solid background in wealth management or financial servicesHands-on experience with investment administration, wills estates administration and insuranceProven track record in office and administration managementStrong organizational skills and the ability to meet deadlinesHigh levels of integrity, reliability and professionalismMomentum Administration system experience advantageousPackage & Remuneration
R 17 500 - R 20 000
Key Skills
Office Manager ExperienceMicrosoft OfficeManagement ExperienceQuickBooksAccountingOffice ExperienceDental Office ExperiencePayrollAdministrative ExperienceEaglesoftHuman ResourcesBookkeepingEmployment Type : Full-Time
Experience : years
Vacancy : 1
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