Wealth Management Administrator
Website FROGG Recruitment
Recruitment Experts
Wealth Management Administrator
Job Overview
Our Wealth Management client is seeking an experienced Wealth Management Administrator to provide efficient, accurate, and professional administrative support for new business processing, client servicing, policy administration, and investment transactions.
Requirements
Minimum requirements include a Matric (Grade12), RE5 Certificate (or willingness to obtain within12 months), and NQF Level5 in Financial Planning/Wealth Management. Candidates should have5+ years of relevant administration experience in a financial services environment, with knowledge of major product providers and CRM/policy admin systems.
Key Responsibilities
Responsibilities include new business administration, client servicing, compliance and record-keeping, and general administration.
To apply for this job please visit www.froggrecruit-sa.co.za.
