Wealth Administrator - Illovo, South Africa - BDO South Africa

BDO South Africa
BDO South Africa
Verified Company
Illovo, South Africa

2 weeks ago

Thabo Mthembu

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Thabo Mthembu

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Description
BDO JHB 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 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

You will be required to have:

  • +/
  • 2 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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