SA - Mpumalanga, Nelspruit / MbombelaWealth and Operations Administrator
Nelspruit
R15 000 - R20 000 (Depending on experience)
Our client in the Financial Services Industry is seeking a Wealth and Operations Administrator with strong administrative skills and relevant experience to join their team in Nelspruit Minimum requirements:
Matric certificate Relevant qualifications in a related field (preferred) RE exam qualifications (considered a plus) 3+ years' experience in a similar position Proficient in MS Office and MS Teams Responsibilities
Support Manager(s) with administrative tasks in a timely mannerManage prospect leads and maintain client information on CRM and SharePointAddress client inquiries and respond to emails with professionalismPrepare and update investment proposals and onboarding documentsCollect necessary compliance documents (FICA/FAIS)Track new business transactions and ensure follow-upAdhere to FSCA compliance guidelinesProcess payment instructions and manage existing client accounts
Consultant: Lynette Wolmarans - Dante Personnel Mpumalanga
