Business Administrator

PWM Wealth, a boutique Wealth Management company, is in search of a qualified Business Administrator with experience in the Financial Investment and Insurance world, for our:

• Johannesburg Office, located in Illovo.

The right candidate needs to have the ability to operate functionally in a very compliance focussed business environment, have a can-do attitude and internal drive in this highly competitive industry.

• Assisting paraplanners in preparation of client documentation
• Assisting Wealth Managers in completing client documentation
• Onboarding clients as approved and acceptable by the FIC Act
• Dealing and assisting with client queries

• Start date immediate.
• Financial industry experience in the investment world essential and not negotiable.
• Minimum 2 years within this finance industry,
• Knowledge of the processing of data in this financial industry with the applicable FAIS and FICA regulation
• An ability to exercise sound judgement under pressure in an influential manner.
• An aptitude for problem solving.
• A methodical approach to tasks with a strong focus on attention to detail.
• Excellent organisational skills; prioritising, achieving deadlines and driving business efficiency.
• Experience in collating and summarising data
• Strong interpersonal skills
• A proven ability to communicate at all levels, both in writing and verbally
• Consistently work at the standard required by the team and business
• A willing and flexible attitude to working hours to support team and business needs, as required.

• An inspiring and exciting working environment to allow you to focus on providing excellent service.
• Competitive market related salary with performance bonus – experience dependent.

PLEASE FORWARD YOUR CV AND RELEVANT DOCUMENTATION TO ***email_hidden***

* Please note that only short-listed candidates will be contacted.