Administrator (Wealth) | BDO

BDO has a vacancy for a Wealth Administrator. Reporting to the Operations Manager, BDO Wealth Advisers.

Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following
▪ Process new business applications
▪ Process increases and alterations on existing business
▪ Liaison with clients, written and verbal communication
▪ Capturing and maintaining workflow on the workflow system
▪ Scan and save all client related documents
▪ Personal development and training
▪ Liaison with Wealth & Healthcare Adviser

Requirements
▪ +/- 2 years wealth & Healthcare administration experience
▪ Grade 12 or equivalent
▪ Higher Certificate in Financial Planning
▪ Excellent communication skills
▪ Computer literacy

This position will require somebody with the following competencies
▪ Organisational skills
▪ Time management ability
▪ Task driven
▪ Analytical
▪ Supportive skills
▪ Structured