Wealth Administrator

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5 Clerical Insurance jobs in Durban on Job Mail

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Wealth Administrator

Sandi Crowther Recruitment

Sunday, 17 May 2026

2

Insurance and Investments - Clerical Insurance

Durban

FULL TIME

R20 000,00 - R25 000,00 (PER MONTH)

Job Specification

Company

Reference Number DUR003576/JK

Job Summary

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 main practice mailbox, telephone line, and

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