| Date | 2024-10-18 |
|---|---|
| Job Title | Wealth And Operations Administrator |
| Employer | More Information |
| Salary | |
| Category | Management Exec Consulting |
| Location |
Mbombela / Nelspruit |
Job Summary
Minimum
Requirements:
Matric certificate Relevant qualifications in a related field (preferred) RE exam qualifications (considered a plus) 3 years` experience in a similar position Proficient in MS Office and MS Teams Responsibilities Support Manager(s) with administrative tasks in a timely manner Manage prospect leads and maintain client information on CRM and SharePoint Address client inquiries and respond to emails with professionalism Prepare and update investment proposals and onboarding documents Collect necessary compliance documents (FICA/FAIS) Track new business transactions and ensure follow-up Adhere to FSCA compliance guidelines Process payment instructions and manage existing client accounts Consultant: Lynette Wolmarans – Dante Personnel Mpumalanga
Wealth And Operations Administrator position available in Mbombela, Nelspruit. This job position was posted by . The job has been posted on 2024-10-18 in the Management Exec Consulting category
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