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
Apply: recruiter3@sandicrowther.co.za
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