Senior wealth and investment administrator

Recruiter

The Recruitment Council

Job Ref

Senior wealth and in..

Date posted

Wednesday, June 24, 2026

Location

Pretoria, South Africa

Salary

Market-related

SUMMARY

Senior wealth and investment administrator

POSITION INFO

Role: Senior wealth and investment administrator Category: Administration Location: Rosebank Salary: Market-related Our client is a boutique financial planning and wealth management firm. As a small, close-knit team, they pride themselves on delivering highly personalized, exceptional service to their clients. They are looking for a dedicated, grounded, and versatile professional to join their team and become an integral part of their company culture. If you thrive in a collaborative environment, possess a high level of integrity, and love to wear multiple hats, this is the perfect place for you to grow. Key Responsibilities: Comprehensive Administration: Handle new business processing, switches, repurchases, and portfolio statements. Data Management: Maintain and update client data meticulously on internal client management systems. Client Servicing & Front-of-House: Act as the first point of contact answering phones, greeting clients at reception, serving refreshments, and handling general client queries. Planner Support: Assist existing financial planners with investment reports, compliance requirements, and meeting preparations. Team Collaboration: Jump in and assist with various other business functions as needed true teamwork means helping wherever possible. Job Requirements: Experience: Prior experience working on LISP systems (e.g., Ninety One, Allan Gray, Momentum) is highly advantageous. Tech Literacy: Proficiency in Microsoft Office (specifically Outlook and Word/Excel). Training will be provided on proprietary systems. Communication: Exceptional written and verbal communication skills in English. Send your application to