Durban North: Wealth Manager Administrator posted by Network Finance
Posted on 2025-08-07 00:00:00
| Employer | Network Finance |
|---|---|
| Category | Supermarket |
| Location | Kwazulu-Natal / Durban North |
Job Summary
This is a key support role where accuracy, coordination, and proactive client service are essential. If you’re driven, meticulous, and thrive under pressure- 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 2–3 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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