Wealth Administrator (Pretoria) at BDO South Africa

Description

• BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial Planners

Responsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following:

• Act as a first point of contact for client queries — resolving basic enquiries independently, and escalating where necessary
• Process new business applications timeously and accurately, with strong follow-up discipline
• Process increases, amendments and servicing requests on existing business
• Ensure accurate workflow and data capture on Elite Wealth and internal systems
• Prepare and submit documentation packs for onboarding and servicing
• Liaise with clients proactively, ensuring clear communication of progress updates
• Maintain electronic client records, ensuring compliance with regulatory and internal requirements
• Support Financial Planners pre- & post-client meetings
• Engage in ongoing professional development and contribute to a positive team culture

Requirements
You will be required to have:

• Senior-level experience in Financial Services administration – supporting Financial Planners and/or Healthcare Consultants
• Grade 12 or equivalent
• Computer literacy and strong MS Office skills
• Clear and professional written and verbal communication skills
• A Higher Certificate in Financial Planning would be advantageous

This position will require somebody with the following competencies:

• Exceptionally organised with strong time management
• Professional communication style and client-first mindset
• Ability to work methodically with a high level of accuracy
• Proactive problem-solving and follow-through
• Positive team contributor with a willingness to learn and grow
• Ability to manage competing priorities and deadlines