Senior wealth and Investment Administrator | Rosebank

Recruiter

The Recruitment Council

Job Ref

Senior wealth and In..

Date posted

Wednesday, June 24, 2026

Location

rosebank, Gauteng, South Africa

Salary

market related

SUMMARY

Senior wealth and Investment Administrator | Rosebank

POSITION INFO

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.