Job Description

Deliver proactive and reliable administrative support to ensure the seamless operation of the designated functional area

Hello Future Wealth Administrator

Pointbreak Wealth Management Pty Ltd is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

To deliver on our business philosophy, we need smart, talented and passionate people from diverse backgrounds who are committed to excellence.

Preference shall be given to suitably qualified applicants from the designated groups as defined in the Affirmative Action Act, 29 of 1998

Are you someone who can:

Assist the Wealth Administration Manager in managing the administrative functions for the Wealth PortfolioWork closely together with the Office Administrator to ensure smooth operation and provide administrative support to the Wealth Management teamCapture Financial Investment and Assurance Policy data onto the reporting system with speed and accuracyAssist with the completion of applications, preparation of spreadsheets, reports and correspondence as requiredAssist with the compilation of client files and statements with accuracy, professionalism and on timeEnsure that contributions towards the monthly financial reporting is accurate and submitted on timeOrganise meetings, conference calls, appointments as well as preparing relevant agendasMonitor projects and duties to ensure that all deadlines are metCreate and disseminate various communications and reportsAttend to telephone calls and prepare incoming/outgoing mail and correspondence, including e-mail and faxesDirect priority queries to appropriate parties for action

You will be an ideal candidate if you:

Degree in Finance, Economics, Accounting or relevant field will be advantageousDiploma in Financial Planning – preferableMinimum 1 - 2 years Financial Service Office Administration ExperienceAre able to plan and manage tasks in order to meet all relevant deadlines.Are an energetic individual who is analytical mindset and problem solver.

You will have access to:

Opportunities to network and collaborateChallenging Working environmentOpportunities to innovate

We can be a match if you are:

Always doing the right thing – Fight for ethical conduct and transparency, both inside and outsideCurious – Believe in insight, creativity, and its power to unlock valueDeeply Invested – Take initiative and be a leader in your own rightValuing differences – Be inclusive, gracious, decent, and humbleBuilding Trust not Territory – Crete a culture of sharingCourage – We’ve built a culture of bravery by speaking our minds and encouraging others to do the same

Are you interested to take the step? We look forward to engaging with you further.

Apply now via the Group’s application portal:

Workday (myworkdayjobs.com)

Closing Date:  30 September 2025

All appointments will be made in line with FirstRand Namibia’s Employment Equity plan. The Group actively supports the recruitment and advancement of people with disabilities. We encourage that candidates voluntarily declare their disability and consult the Group should they require reasonable accommodation.

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

02/10/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.