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⏰ Full-time

Wealth Administrator

Sandi Crowther Recruitment
Location 📍 Durban, South Africa
Posted 📅 June 02, 2026
Work Type ⏰ Full-time

Position Overview

Durban. Join a professional and client-focused team in the Wealth Management / Financial Services sector as a Wealth Administrator. This is an exciting opportunity for a detail-oriented and proactive individual to play a key role in supporting a busy practice, ensuring seamless administration, client service, and communication across multiple platforms. Strong knowledge of investments and experience with Momentum is ideal.

Key Responsibilities:



  • Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platforms


  • Prepare new business documentation and ensure accurate processing of completed applications

  • Handle portfolio changes, switches, and updates efficiently

  • Compile reports and performance statements for clients and advisors

  • Oversee central communications by managing the mai...

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Job Details

Employment Type
Full-time
📊
Category
Financial Specialists
🏠
Work Arrangement
On-site
📍
Location
Durban, South Africa