Wealth Management Administrator
Dante Personnel Recruitment
We are seeking a skilled Wealth Management Administrator to join our team in Rosebank. As the Wealth Management Administrator, you will be responsible for supporting the Practice Principle in all administrative tasks related to wealth management.
Your duties will include maintaining client records, processing financial transactions, and ensuring compliance with industry regulations such as FAIS, FICA, and FSCA.
The ideal candidate will have 5-8 years of experience in wealth/investment administration, familiarity with platforms like Allan Gray and Glacier, and a strong understanding of long-term insurance products.
If you have excellent communication skills, attention to detail, and a passion for delivering top-notch administrative support, we would love to hear from you!
Key Responsibilities: Support the Practice Principle with all administrative tasks related to wealth management Maintain accurate client records and process financial transactions Ensure compliance with industry regulations (FAIS, FICA, FSCA) Communicate effectively with clients and internal stakeholders
Your duties will include maintaining client records, processing financial transactions, and ensuring compliance with industry regulations such as FAIS, FICA, and FSCA.
The ideal candidate will have 5-8 years of experience in wealth/investment administration, familiarity with platforms like Allan Gray and Glacier, and a strong understanding of long-term insurance products.
If you have excellent communication skills, attention to detail, and a passion for delivering top-notch administrative support, we would love to hear from you!
Key Responsibilities: Support the Practice Principle with all administrative tasks related to wealth management Maintain accurate client records and process financial transactions Ensure compliance with industry regulations (FAIS, FICA, FSCA) Communicate effectively with clients and internal stakeholders
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