Senior wealth and Investment Administrator | Rosebank

Recruiter:

The Recruitment Council

Job Ref:

Senior wealth and In..

Date posted:

Friday, July 3, 2026

Location:

rosebank, Gauteng, South Africa

Salary:

Market Related

SUMMARY:
Senior wealth and Investment Administrator | Rosebank

POSITION INFO:

Our client is a boutique financial planning and wealth management firm. As a small, close-knit team, they pride themselves on delivering highly personalized, exceptional service to their clients. They are looking for a dedicated, grounded, and versatile professional to join their team and become an integral part of their company culture.

If you thrive in a collaborative environment, possess a high level of integrity, and love to wear multiple hats, this is the perfect place for you to grow.

Key Responsibilities:

Comprehensive Administration: Handle new business processing, switches, repurchases, and portfolio statements.

Data Management: Maintain and update client data meticulously on internal client management systems.

Client Servicing & Front-of-House: Act as the first point of contact answering phones, greeting clients at reception, serving refreshments, and handling general client queries.

Planner Support: Assist existing financial planners with investment reports, compliance requirements, and meeting preparations.

Team Collaboration: Jump in and assist with various other business functions as needed true teamwork means helping wherever possible.

Job Requirements:

Experience: Prior experience working on LISP systems (e.g., Ninety One, Allan Gray, Momentum) is highly advantageous.

Tech Literacy: Proficiency in Microsoft Office (specifically Outlook and Word/Excel). Training will be provided on proprietary systems.

Communication: Exceptional written and verbal communication skills in English.

Similar jobs you might be interested in:

Senior Wealth & Investment Administrator
Location: Rosebank, Gauteng
Salary: Market Related
senior wealth & investment administrator
2 days ago

Senior wealth and Investment Administrator | Rosebank
Location: Rosebank, Gauteng
Salary: Market Related
senior wealth and investment administrator | rosebank
Today

Senior Wealth and Investment Administrator | Rosebank
Location: Rosebank, Gauteng
Salary: Market Related
senior wealth and investment administrator | rosebank
7 days ago

Senior wealth and Investment Administrator | Rosebank
Location: Rosebank, Gauteng
Salary: market related
senior wealth and investment administrator | rosebank
7 days ago

Senior wealth and investment administrator
Location: Johannesburg
Salary: Market Related
senior wealth and investment administrator
9 days ago

Senior wealth and Investment Administrator | Rosebank
Location: Rosebank, Gauteng
Salary: market related
senior wealth and investment administrator | rosebank
9 days ago

Senior wealth and investment administrator
Location: Pretoria
Salary: Market-related
senior wealth and investment administrator
9 days ago

Senior wealth and investment administrator
Location: Rosebank, Gauteng
Salary: Market-Related
senior wealth and investment administrator
9 days ago

Senior Wealth Manager / Wealth Advisor
Location: Johannesburg
Salary:
59 days ago

SENIOR ADMINISTRATOR
Location: Rosebank, Gauteng
Salary: Market Related
senior investment administrator
8 days ago

Senior wealth and Investment Administrator | Rosebank

Similar jobs you might be interested in:

Jobseekers

Recruiter

General