Junior Wealth Administrator

Job Overview:

Are you energetic, ambitious, and looking to develop your career? Our Cape Town Sable Wealth department is looking to add a full-time Junior Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.

We are looking for a candidate who thrives in an administrative and back-office environment, with a strong desire to develop their career within the financial planning space.

You’re perfect for this position if you:

• Have at least 2-3 years of work experience in a heavy administrative role.
• Have exposure to AML / FIC, financial planning or tax industry and general bookkeeping.
• Have exposure to project management and data management.
• Are highly detail-oriented with strong organisational and follow-up skills.
• Are comfortable with phone and written communication.
• Are numbers-orientated, deadline driven, and honest and ethical.
• Have strong computer skills with an ability to learn new technologies and integrations.

Your role and responsibilities:

Among other tasks, your main responsibilities will include:

• Onboarding clients onto our CRM system
• Conducting AML and verification checks
• Maintaining and updating client data on our systems
• Assisting with projects that require data updates
• Preparing annual review packs
• Monitoring scanned posts/documents
• Assisting with commission allocations
• Building and maintaining training manuals