Umhlanga: Office Manager posted by Sandi Crowther Recruitment
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Job Details
Company
Job Type
Location
Job Description
Key Responsibilities:
Wealth Administration:
Manage the administrative functions of the investment and wealth division within the practice
Estate Planning Administration:
Oversee processes related to wills, trusts, and deceased estates
Risk Administration:
Administer life and disability insurance functions effectively
Office Management:
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Oversee daily operations and delegation of tasks
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Supervise and support administrative staff
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Track and manage workflow tickets and responsibilities
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Ensure smooth coordination of all office activities
Requirements:
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Matric (Grade 12)
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Tertiary qualification preferred (e.g., Business Administration or similar)
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Solid background in wealth management or financial services
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Hands-on experience with investment administration, wills, estate administration, and insurance
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Proven track record in office and administration management
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Strong organizational skills and the ability to meet deadlines
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High levels of integrity, reliability, and professionalism
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Momentum Administration system experience advantageous
Apply: *****@*****.co.za
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