Wealth Administrator – Hillcrest (Durban)

About the role

We are an independent financial services firm looking for an experienced Wealth Administrator to join our Hillcrest office. You will support both on‑shore and off‑shore client portfolios, ensuring smooth onboarding, ongoing servicing and accurate reporting.

Key responsibilities

• Onboard new broker appointments and clients, coordinating with service providers such as Ashburton, FNB, Investec and others.
• Maintain client portfolios – process switches, withdrawals, additions, transfers and fee top‑ups.
• Load and update client data in CCM systems and generate statements for reviews.
• Communicate with clients and product providers via phone and email, handling requests and providing feedback.
• Monitor client bases with advisors to keep income and fee information current.
• Conduct regular portfolio reviews and prepare supporting documentation.

Required profile

• Minimum 5 years of administration experience in the financial services sector, preferably at an independent firm.
• Proficiency with Microsoft Office, especially Excel (assessment will be conducted).
• Experience using LISP’s and Risk products.
• Strong time‑management skills and comfort speaking with product providers.
• Relevant qualifications such as RE5, Finance diploma, finance higher certificate or NQF level 6+.

Required skills

• Excel
• LISP
• Risk products
• Microsoft Office suite
• Elite Wealth (preferred)
• X‑planner (optional)
• AtWork (optional)

What we offer

• Market‑related remuneration package.
• Opportunity to work with a diverse range of financial service providers.
• Professional development within an independent firm.