Bellville: Wealth Administrator posted by CA Support

WEALTH MANAGER ADMINISTRATOR
Bellville

As a Wealth Manager Administrator, you will play a pivotal role in ensuring the smooth running of the practice by providing efficient and professional administrative support to the Wealth Manager and Paraplanner.

RESPONSIBILITIES:

Client Support & Administration

• Gathering, capturing, and verifying client and product information to maintain accurate records.
• Assisting with client onboarding, including documentation, application forms, and compliance requirements.
• Handling and resolving client queries professionally, ensuring a positive client experience.
• Preparing client review packs, proposals, reports, and supporting documentation for meetings.

Financial & Investment Plan Support

• Preparing and compiling documentation to implement financial and investment strategies.
• Liaising with product providers, insurers, and investment platforms to source quotations, product information, and policy details.
• Following up on instructions and ensuring timely execution of transactions, investments, and updates.

Data & Systems Management

• Maintaining and updating the Client Relationship Management (CRM) system with accurate client data.
• Managing and updating the internal data warehouse to support reporting and decision-making.
• Ensuring all documentation and correspondence are stored in line with company procedures.

Compliance & Governance

• Ensuring that all compliance requirements are met, including FICA, FAIS, and other regulatory obligations.
• Monitoring and tracking outstanding compliance items, following up proactively with clients and providers.
• Assisting in preparing documentation and records for compliance audits or reviews.

Practice & Team Support

• Providing administrative and operational support to the Wealth Manager and team.
• Contributing to process improvement and helping streamline business operations.
• Coordinating with service providers and partners to support overall client service delivery.

COMPETENCIES & SKILLS:

• Attitude & Approach:
  • A positive can-do mindset and willingness to adapt in a rapidly evolving environment.
  • A self-starter with initiative, able to drive tasks and projects to completion with minimal guidance.
  • Ability to also operate effectively in a structured environment when required.
  • Strong sense of accountability, ownership, and responsibility.

• Technical Skills & Knowledge:
  • 35 years of experience in the investment and/or financial planning industry.
  • Clear understanding of investment, risk, and retirement products.
  • Proven experience working with a range of financial product providers and platforms.
  • Proficiency in maintaining CRM systems and handling client data with accuracy.

• Personal Attributes:
  • Excellent attention to detail and accuracy in all work.
  • Strong communication and interpersonal skills, with the ability to engage confidently with a wide range of people.
  • High levels of energy, drive, optimism, and creativity.
  • Ability to manage multiple tasks and deadlines simultaneously.
  • Commitment to honesty, integrity, and maintaining client trust at all times.

• Other Requirements:
  • Fluent in both English and Afrikaans.
  • Based in the Northern Suburbs of Cape Town.
  • Own reliable transport is essential.

TO APPLY:

If you’re interested in this opportunity, please:

• Apply online at www.********.co.za or
• Click on the “Apply” button

We thank all applicants for their interest. Please note that only shortlisted candidates will be contacted.