Wealth Administrator (JHB Illovo) at BDO South Africa February, 2025

- Wealth Administrator (JHB Illovo) at BDO South Africa
- View Jobs in Consulting / View Jobs at BDO South Africa
Posted: Feb 26, 2025

Deadline: Not specified
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BDO helps a diverse range of clients with different needs. This is especially true of our Advisory Practice, which provides transaction, risk, wealth advisory, company secretarial, and HR services to clients navigating a range of challenges, changes, and opportunities. Our professionals are from a variety of multidisciplinary backgrounds, allowing us to del...
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Wealth Administrator (JHB Illovo)
- Job Type Full Time
- Qualification Bachelors , Matric
- Experience 8 years
- Location Gauteng
- City Johannesburg
- Job Field Sales / Marketing / Retail / Business Development
Description
- BDO Pretoria has a vacancy for a Wealth Administrator. Reporting to the Operations Manager, BDO Wealth Advisers.
Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following:
- Process new business applications
- 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 & Healthcare Adviser
Requirements
You will be required to have:
- +/- 8 years Wealth & Healthcare 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
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Method of Application

Interested and qualified? Go to BDO South Africa on bdo.mcidirecthire.com to apply

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