Posted on :
30 Mar, 2021
30 Mar, 2021
At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities. With 91,054 people working out of 1,658 offices – and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards
Job Title: Wealth Administrator
Location: Johannesburg, Gauteng, South Africa
Reference #: WTH_01
Contract Type: Permanent
Salary: Market Related
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
Qualifications and Experience:
•+/- 2 years wealth & Healthcare administration experience
•Grade 12 or equivalent
•Higher Certificate in Financial Planning
•Excellent communication skills
•Time management ability
Salary is market-related and commensurate with experience.
The appointment will be made in terms of the firm’s Employment Equity Policy.
Only short-listed candidates will be contacted.
Application Deadline: 05/04/2021