Wealth Management Administrator
This job is published by an external platform.
| Location | Helderberg, South Africa |
| Contract | Full time |
| Closing | in a month |
Somerset West - Financial Services Provider is seeing to employ a Wealth Management Administrator. The ideal candidate will provide comprehensive administrative support related to client investments, financial products, risk policies, medical aid & GAP-cover while ensuring that all client records, transactions, and documentation comply with applicable regulatory requirements, including Financial Intelligence Centre Act (FICA) and Financial Advisory and Intermediary Services (FAIS) legislation. The role ensures efficient processing of investment instructions and maintains accurate client records to support high-quality client service.
Discover Your Match Score
Download the Edomatch app to see your personalized compatibility score with this position
Location
About the company
H
Helderberg Personnel cc