Key Responsibilities: Wealth Administration: Manage the administrative functions of the investment and wealth division within the practice

Estate Planning Administration: Oversee processes related to wills, trusts, and deceased estates

Risk Administration:
Administer life and disability insurance functions effectively

Office Management: Oversee daily operations and delegation of tasks Supervise and support administrative staff Track and manage workflow tickets and responsibilities Ensure smooth coordination of all office activities Requirements: Matric (Grade 12) Tertiary qualification preferred (e.g., Business Administration or similar) Solid background in wealth management or financial services Hands-on experience with investments, estate planning, and insurance Proven track record in office and administration management Strong organizational skills and the ability to meet deadlines High levels of integrity, reliability, and professionalism Momentum Administration system experience advantageous Apply: [email protected]