Wealth Administrator

Verified Ad Apply Now Wealth Administrator Sandi Crowther Recruitment Monday, 20 April 2026 1 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 WhatsApp channel Assist with Wills and Estates processes, including drafting of wills, document storage, collation, and administration Coordinate deceased estates between Head Office and clients, ensuring a smooth and professional process Work closely with internal teams and Head Office, utilising relevant systems and software Requirements: Solid experience within the wealth management or financial services industry Strong knowledge of investments, with specific experience in Momentum Wealth, Momentum Wealth International, and Momentum Investo Exposure to Momentum Securities would be advantageous Excellent administrative, organisational, and communication skills High level of accuracy and attention to detail Ability to manage multiple tasks and work efficiently in a fast-paced environment Apply: recruiter3@sandicrowther.co.za Sandi Crowther Recruitment Recruiter Apply Now Refer a friend