ADMINISTRATOR (Wealth Mangement)

Overview

(Area:) La Lucia Ridge

(Salary:) Market Related

(Ref: AG)

Our client seeks to appoint an experienced Wealth Administrator with at least 3 years’ direct experience in a supporting role to brokers and paraplanners.  A relevant diploma and RE 5 would be an advantage. MS Office at an intermediate level is essential and knowledge of 3rd party portals is required.  The incumbent must have exceptional telephone and interpersonal skills as this is a client interacting position.

Please email Andrea Galloway: andreag@srgfp.co.za

Correspondence will only be conducted with short listed candidates.

Should you not hear from us within 14 days then please consider your application as unsuccessful.