Administrator

Exciting Opportunity: Join a Dynamic Financial Team as an Administrator!

A leading investment-focused financial planning firm is seeking a skilled and motivated Administrator to join their high-performing team. This is an exciting opportunity for a detail-oriented professional to contribute to a thriving business, supporting wealth management processes in a fast-paced, client-focused environment.

• Role: Administrator
• Location: Durban
• Terms: Permanent employment
• Work Hours: Full-time, 08:0016:30, office-based

Key Responsibilities The Administrator will play a vital role in ensuring seamless operations, including:

• Preparing compliance documentation for audits and records.
• Compiling policy schedules and investment reports for advisor meetings.
• Organizing meeting files for in-person engagements.
• Resolving administrative tasks via phone and online platforms, collaborating with service providers and team members.
• Addressing queries and providing detailed feedback to the administration manager.
• Supporting general administrative tasks to maintain operational efficiency.

• Matric certificate.
• Minimum of 3 years experience in the financial services or investments industry, ideally with a CAT I Financial Services Provider (FSP).
• Knowledge of the Financial Services Industry, including FAIS.