Client Administrator - Wealth Management, Diep River, Southern Suburbs. Client Administrator. Location: Diep River, Cape Town. Salary: Negotiable. About the Role: Excellent opportunity available for a Client Administrator at a Wealth Management Consultancy. The key purpose of this role is to provide a high-quality back office service for new and existing clients. Requirements: Matric. 5+ years’ experience in a similar role. Client focused. Strong organisational skills. Good numeracy skills. Fully computer literate. Strong attention to detail. Energy/ drive and passion for the industry.

Duties: Assist with the preparation of client packs. Assist the financial planner with the on – boarding process by receiving documents and ensuring that all requirements are met in terms of FICA and other relevant legislation. Follow up on outstanding requirements and liaise with service providers.

Assist with client queries. Manage the client data base maintaining an accurate filing system – electronic and paper.

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