Wealth Administrator | Tygervalley, Bellville, Western Cape | Permanent

Overview

VACANCY| WEALTH ADMINISTRATOR | TYGER

VALLEY, BELLVILLE, WESTERN CAPE | PERMANENT

PSGs commitmentto transform and embrace diversity is what drives us to achieve a diverseworkplace with employment equity as a key goal to create an inclusiveworkforce. In achieving our employment equity goals, we give preference toapplicants from designated groups, and we encourage people with disability toapply.

This is an opportunity to join a well-established family office andteam which is growing rapidly. We require a Wealth Administrator to provide anefficient administrative & planning support function to the Advisers. Inthis role you will be allocated a portfolio of clients to assist withprocessing transactions, dealing with clients directly, looking after accountsand support in basic financial planning.

Responsibilities

• Formulate effectivefinancial plan documents and/or risk management documents, in-line withthe strategy...