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18 Jan 2023

Permanent Wealth Investment Administrator Jobs – PSG

PSG – Posted by jobleak24 Western Cape, South Africa

Wealth Investment Administrator Jobs

Job Description

Wealth Investment Administrator Jobs – PSG

Working Location: Western Cape, South Africa

Salary: Market Related

Work Type: Permanent

Full Title: Wealth Investment Administrator

Closing Date:  31 Jan 2023

The Employer: PSG


Job Descriptions:

One of our best clients is looking for Wealth Investment Administrator to start working recently.

Main Duties:

  • To assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required
  • To manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner
  • To work closely with Wealth Adviser
  • To provide ongoing feedback to clients
  • Prepare and implement investment proposals
  • Process new business applications (capturing and quality checking)
  • To follow up on applications and instructions
  • To assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client
  • To ensure all electronic documents are loaded on the internal system
  • Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore portfolios
  • To prepare cash flow analysis and retirement planning calculations
  • We welcome innovative and creative thinking
  • To deliver service and commitments to clients thus building and maintaining a trust relationship with clients
  • To adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc.

Main Requirements:

  • Must have B.Com qualification
  • Must have 3 years relevant work experience in Financial Services industry
  • Must have RE5 qualification
  • Must have proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)
  • Must have 2 – 3 years relevant work experience in Financial Services industry


Job Categories: Administrator. Job Types: Permanent.

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