Wealth Administrator at BDO South Africa

BDO Pretoria has a vacancy for a Wealth Administrator. Reporting to the Admin Manager, BDO Wealth Advisers.

Responsibilities will include providing support to the Wealth Advisers with the following:

• Process new business applications from the Wealth Adviser
• Process increases and alterations on existing business
• Liaison with clients, written and verbal communication
• Capturing and maintaining workflow on the workflow system
• Scan and save all client related documents
• Personal development and training
• Liaison with Wealth Adviser

You will be required to have:

• +/- 2 years wealth administration experience
• Grade 12 or equivalent
• Higher Certificate in Financial Planning
• Excellent communication skills
• Computer literacy

This position will require somebody with the following competencies:

• Organisational skills
• Time management ability
• Task driven
• Analytical
• Supportive skills
• Structured

Salary:

Market-related and commensurate with experience and qualifications.

The appointment will be made in terms of the firm’s Employment Equity Policy.

Only short-listed candidates will be contacted.