Senior Wealth Administrator

Senior Wealth Administrator | Bloemfontein

Hire Resolve is seeking a highly skilled Senior Wealth Administrator to join a premier wealth management team in Bloemfontein. This is an excellent opportunity for a senior professional to take ownership of client portfolios and provide high-level support to the Wealth Manager. (This role will include benefits such as Medical aid and Provident fund upon candidates preference)

Key Responsibilities:

• Portfolio Administration: Proactively manage client accounts and ensure the fast, efficient processing of new investments and business.
• Client Servicing: Maintain direct relationships with clients to action instructions, manage investment affairs, and provide optimal reporting.
• Compliance Management: Ensure advisors maintain high compliance levels and that client reviews are conducted and documented according to SLAs.
• Leade...