Job Description
About the Role
We are seeking an experienced Wealth Administrator to join our team at Sandi Crowther Recruitment. As a key member of our financial services division, you will be responsible for managing full wealth administration processes and providing exceptional client service.
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 qualifications mentioned in the original job description)
Salary & Benefits
(No salary or benefits information mentioned in the original job description)
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
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.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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