Durban: Wealth Admin

Ready to grow your career in a fast-paced, client-focused financial services environment? A high-performing Private Clients team in Umhlanga is looking for a driven Finance Administrator to take full ownership of their expanding investment and life administration portfolio. This is a pivotal support role where precision, organisation, and proactive client service truly matter. If youre detail-obsessed, deadline-driven, and thrive in a high-performance setting, this could be your next career move. Key Responsibilities: Full administrative support to Wealth Managers Keeping client records accurate, updated, and fully compliant Coordinating account openings, investment instructions, and policy reviews Managing diaries, scheduling, and travel arrangements Responding promptly to client and internal enquiries Applying FICA/FAIS knowledge across daily operations Assisting with switches, top-ups, and prepping for client review meetings Requirements: Matric plus 4-6 years of investment admin or financial services experience A relevant BCom Degree/ Diploma Solid understanding of FICA and FSCA regulatory requirements Proficiency in Microsoft Office (especially Excel) Exceptional attention to detail and a structured work approach Ability to work independently and collaboratively Strong communication skills with a client-first mindset