Durban: Wealth Administrator posted by Sandi Crowther Recruitment

March 28, 2026 Jobs in Durban

Sandi Crowther Recruitment

Kwazulu-Natal

Clerical Insurance

Job Description

About the Role

As a Wealth Administrator at Sandi Crowther Recruitment, you will be responsible for managing full wealth administration processes, preparing new business documentation, and handling portfolio changes. You will also compile reports and performance statements for clients and advisors, oversee central communications, and assist with Wills and Estates processes.

Key Responsibilities

Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platforms
Prepare new business documentation and ensure accurate processing of completed applications
Handle portfolio changes, switches, and updates efficiently
Compile reports and performance statements for clients and advisors
Oversee central communications by managing the main practice mailbox, telephone line, and WhatsApp channel
Assist with Wills and Estates processes, including drafting of wills, document storage, collation, and administration
Coordinate deceased estates between Head Office and clients, ensuring a smooth and professional process
Work closely with internal teams and Head Office, utilising relevant systems and software

Requirements

Solid experience within the wealth management or financial services industry
Strong knowledge of investments, with specific experience in Momentum Wealth, Momentum Wealth International, and Momentum Investo
Exposure to Momentum Securities would be advantageous
Excellent administrative, organisational, and communication skills
High level of accuracy and attention to detail
Ability to manage multiple tasks and work efficiently in a fast-paced environment

Qualifications

No specific qualifications mentioned.

Salary & Benefits

Salary details not specified.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

View Job Limpopo: Duty Manager - Housekeeping posted by Bright Placements

About Clerical Insurance Jobs in Kwazulu-Natal

In Kwazulu-Natal, South Africa, the clerical insurance industry is a common sector that employs many professionals. The job market trends in this field are generally positive, with a growing demand for skilled and experienced individuals to support the growth of the financial services sector. Typically, these roles require strong administrative skills, attention to detail, and excellent communication abilities.

When it comes to salary expectations, clerical insurance positions often fall within broad ranges, such as R400 000 to R600 000 per annum, depending on factors like experience, company size, and industry sector. However, please note that these figures are only a general guideline and actual salaries can vary significantly. Experience, qualifications, and performance play a significant role in determining an individual’s salary.

Common skills required for clerical insurance roles include proficiency in Microsoft Office, particularly Excel, Word, and Outlook; strong analytical and problem-solving abilities; excellent communication and interpersonal skills; attention to detail and organizational abilities; knowledge of insurance industry processes and regulations; and sometimes, experience with data analysis software. These skills are often considered essential for success in this field.

The clerical insurance sector is commonly found in various industries, including financial services, technology, manufacturing, and human resources. Many companies across these sectors require clerical staff to support their operations, manage risk, and provide administrative support.

In terms of career development, clerical insurance roles can be a great starting point for those looking to advance in the industry. Typically, experienced professionals may move into supervisory or management positions, while others may choose to specialize in specific areas, such as claims processing or underwriting. Opportunities for professional development and advancement are often available through training programs, mentorship schemes, and career progression pathways within companies. With the right skills, experience, and attitude, individuals in clerical insurance roles can build a rewarding and challenging career.

View Job Johannesburg: L3 IT Engineer posted by Hire Resolve

This information provides general career guidance. Actual salaries and requirements vary by employer.

GO APPLY NOW

Safe & secure application process