Life and Investment Administrator

SUMMARY:
Life and Investment Administrator | Krugersdorp

POSITION INFO:

Attention to Detail & Organizational Skills? Join a fantastic Wealth Management Team in Krugersdorp! ✨

Are you a highly organized individual with a keen eye for detail? Do you thrive in a fast-paced environment and enjoy providing exceptional support? Then we want to hear from you!

A boutique wealth management firm based in Krugersdorp is seeking a talented Administrator to join their growing team. In this role, you''ll play a vital role in ensuring the smooth day-to-day operations of the firm, providing exceptional service to clients, and supporting the wealth advisors.

Responsibilities:
Provide comprehensive administrative support to the wealth advisors, including scheduling appointments, managing calendars, and preparing presentations.
Oversee client account maintenance, ensuring accuracy and completeness of data.
Manage client communications, responding to inquiries and requests in a timely and professional manner.
Handle daily administrative tasks, including filing, document preparation, and expense management.
Stay up-to-date on industry regulations and compliance requirements.

Qualifications:
Minimum diploma or degree in Business Administration or a related field (or equivalent experience).
Proven administrative experience in a professional setting.
Excellent organizational and time management skills.
Strong communication and interpersonal skills.
Proficient in Microsoft Office Suite.
Ability to work independently and as part of a team.
A passion for providing exceptional customer service.

The Offer:
Competitive salary range of R10,000 - R20,000 per month based on experience.
Opportunity to work in a dynamic and growing wealth management firm.
Be part of a supportive and collaborative team environment.

If you''re a detail-oriented and highly organized individual looking to excel in a fast-paced environment, we encourage you to apply!