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Durban: Wealth Manager Administrator

Durban: Wealth Manager Administrator

Posted on 2025-08-05 00:00:00

Employer Unspecified
Category Accounting / Finance
Location eThekwini  / Durban

Job Summary

Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team in Umhlanga is on the hunt for a Wealth Manager Administrator to take full ownership of their growing investment and life administration book. This is a key support role where accuracy, coordination, and proactive client service are essential. If youre driven, meticulous, and thrive under pressure, then this could be your next big move. Key Responsibilities: Provide full administrative support to Wealth Managers Maintain up-to-date and compliant client records Coordinate account openings, investment transactions, and policy reviews Handle scheduling, diary management, and travel arrangements Respond timeously to client and internal queries Apply regulatory knowledge (FICA/FAIS) in all operations Assist with switches, top-ups, and preparation for client reviews Requirements: Matric with 23 years of investment admin or relevant financial services experience Relevant BCom Degree/ qualification Strong working knowledge of FICA and FSCA regulatory compliance Proficient in Microsoft Office, especially Excel High attention to detail with a methodical work ethic Able to work independently and as part of a team Clear communicator with a client-first mindset

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Durban: Wealth Manager Administrator

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Job Summary

Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team in Umhlanga is on the hunt for a Wealth Manager Administrator to take full ownership of their growing investment and life administration book. This is a key support role where accuracy, coordination, and proactive client services are essential. If youre driven, meticulous, and thrive under pressure, then this could be your next big move. Key Responsibilities: Provide full administrative support to Wealth Managers Maintain up-to-date and compliant client records Coordinate account openings, investment transactions, and policy reviews Handle scheduling, diary management, and travel arrangements Respond timeously to client and internal queries Apply regulatory knowledge (FICA/FAIS) in all operations Assist with switches, top-ups, and preparation for client reviews Requirements: Matric with 23 years of investment admin or relevant financial services experience Relevant BCom Degree Strong working knowledge of FICA and FSCA regulatory compliance Proficient in Microsoft Office, especially Excel High attention to detail with a methodical work ethic Able to work independently and as part of a team Clear communicator with a client-first mindset

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Durban: Wealth Manager Administrator

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Job Summary

You must be methodical, strategic, and passionate about delivering high-quality service in a fast-paced environment. Accuracy, professionalism, and a strong understanding of regulatory requirements will be key to success in this role. Key Responsibilities Full administrative support for the Wealth Managers investment and life portfolio. Manage calendars, schedule appointments, and coordinate internal and external meetings. Maintain accurate client records in line with FICA/FAIS regulations and company compliance standards. Prepare for client meetings, policy schedules, investment reports, and review packs. Liaise with service providers to facilitate new business and account openings. Apply regulatory knowledge to ensure correct and compliant client onboarding. Process investment transactions such as switches and top-ups. Handle client, team, and internal queries professionally and within defined turnaround times. Monitor outstanding documentation and follow up to completion. Ensure discrepancies are resolved and escalate where necessary. Coordinate travel arrangements and compile related expense claims. Maintain a high standard of service and professionalism in all client interactions. Execute ad hoc administrative duties and projects as required by the department or management. Minimum Requirements Matric (Senior Certificate) essential A relevant tertiary qualification in Finance, Investment Management, Business Administration, or related field advantageous 23 years’ experience in investment administration or a similar role within the financial services industry Sound working knowledge of FICA , FAIS , and regulatory compliance Proficiency in Microsoft Office (especially Excel , Word, Outlook, and PowerPoint) Skills & Competencies High attention to detail and accuracy in all tasks Strong organisational and administrative capabilities Excellent verbal and written communication skills Analytical and numerically inclined Strong problem-solving skills and ability to work independently Ability to manage multiple priorities, work under pressure, and meet deadlines Professional conduct with internal and external stakeholders A strong sense of accountability, integrity, and initiative If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

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Click Go Apply to apply online!


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