Senior Wealth & Investment Administrator

SUMMARY:
Senior Wealth & Investment Administrator

POSITION INFO:

Position

Senior Wealth & Investment Administrator

Location: Rosebank
Salary: Market-related

Company

A boutique financial planning and wealth management firm with a small, close-knit team. They''re looking for someone who will fit into their culture, provide exceptional client service, and be willing to assist across different areas of the business.

Key Responsibilities

• Process new investment business, switches, repurchases, and portfolio statements.
• Maintain accurate client records on CRM/client management systems.
• Provide client service by handling calls, emails, reception duties, and client queries.
• Support financial planners with:
  • Investment reports
  • Compliance documentation
  • Meeting preparation
• Assist with general administrative and operational tasks as required.

Ideal Candidate

The successful candidate should have:

• Previous experience as a Wealth/Investment Administrator.
• Experience working with LISP platforms, such as:
  • Ninety One
  • Allan Gray
  • Momentum
• Strong Microsoft Office skills (especially Outlook, Word, and Excel).
• Excellent written and verbal English communication.
• Strong attention to detail and high levels of accuracy.
• A professional, client-centric manner.
• A team-player attitude with a willingness to assist wherever needed.
• High integrity, maturity, and a grounded personality.

Suitable Background

Candidates currently or previously working as:

• Senior Wealth Administrator
• Investment Administrator
• Client Services Administrator (Investments)
• Wealth Support Administrator
• Financial Planning Administrator
• Investment Operations Administrator

This role is best suited to an experienced wealth administration professional who is comfortable balancing investment administration, planner support, and client-facing responsibilities within a boutique wealth management environment.