Wealth Administrator (JB1484)

Wealth Administrator (JB1484)
Edenvale, Johannesburg
R10 000 - R15 000
Duration: Permanent
Our client works with highly successful families who have created significant wealth through years of hard work and sacrifice. They help their clients preserve, diversify and deploy their wealth effectively with an emphasis on the maintenance of their lifestyles through varying economic environments.
As experienced investment advisors our client resists fads and group think. They focus their energies on identifying the managers and strategies that they believe can deliver consistent, prudent returns relative to a clients investment goals and tolerance to risk.
Responsibilities include:
Building and maintaining ongoing relationships with clients
Scanning and filing of documents
Receiving and processing client requests and providing feedback to clients
Assisting with repurchases, income amendments, tax certificates and a few other client queries
Sending monthly statements to clients
Administrative tasks such as paperwork, correspondence and keeping detailed records
Assisting with preparing of files for advisor appointments
Keeping up-to-date with changes in the investment market and the clients industries
Attending network events as required