Job Description
About the Role
We are seeking an experienced Wealth Administrator to join our team in Durban. As a key member of our wealth management division, you will be responsible for managing full wealth administration processes and ensuring seamless client experiences.
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
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 Admin / clerical / secretarial Jobs in eThekwini
In eThekwini, the administrative and clerical sector is a common and essential part of many industries, typically providing support functions to various sectors such as government, finance, technology, and more. Generally, this field offers stable employment opportunities with a broad range of job openings available across various company sizes.
Typically, salaries for admin, clerical, or secretarial positions in eThekwini can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, entry-level positions usually fall within the R3 000 – R5 000 per month range, while more senior roles may command salaries between R6 000 – R15 000 per month or more, depending on qualifications and expertise. However, it’s essential to note that actual salaries can differ significantly due to various market and company-specific factors.
Common skills required for administrative, clerical, or secretarial positions in eThekwini include proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook), experience with calendar management and travel coordination, strong communication and interpersonal skills, attention to detail, organisational abilities, and the capacity to work independently. Many employers also place a high value on IT skills, such as knowledge of database management or data entry systems.
The administrative sector is often employed in various industries, including financial services, technology, manufacturing, healthcare, and government sectors. In these fields, admins typically support teams with tasks ranging from customer service and record-keeping to project coordination and data analysis. Additionally, some roles may involve working with confidential information or handling sensitive documents, making discretion and professionalism essential.
For those interested in pursuing a career in administration, there are numerous opportunities for professional development and advancement. Common career progression paths include moving into supervisory or management roles, transitioning into related fields like human resources or accounting, or taking on specialized roles such as executive assistant or project coordinator. Throughout their careers, admins can expect to develop valuable skills and expertise that enable them to adapt to changing environments and advance in their chosen field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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