Wealth Administrator at Sandi Crowther Recruitment

• Join a professional and client-focused team in the Wealth Management / Financial Services sector as a Wealth Administrator. This is an exciting opportunity for a detail-oriented and proactive individual to play a key role in supporting a busy practice, ensuring seamless administration, client service, and communication across multiple platforms. Strong knowledge of investments and experience with Momentum is ideal.

Key Responsibilities:

• Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platforms
• Prepare new business documentation and ensure accurate processing of completed applications
• Handle portfolio changes, switches, and updates efficiently
• Compile reports and performance statements for clients and advisors
• Oversee central communications by managing the main practice mailbox, telephone line, and WhatsApp channel
• Assist with Wills and Estates processes, including drafting of wills, document storage, collation, and administration
• Coordinate deceased estates between Head Office and clients, ensuring a smooth and professional process
• Work closely with internal teams and Head Office, utilising relevant systems and software

Requirements:

• Solid experience within the wealth management or financial services industry
• Strong knowledge of investments, with specific experience in Momentum Wealth, Momentum Wealth International, and Momentum Investo
• Exposure to Momentum Securities would be advantageous
• Excellent administrative, organisational, and communication skills
• High level of accuracy and attention to detail
• Ability to manage multiple tasks and work efficiently in a fast-paced environment