BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial Planners

Key responsibilities:

• Act as a first point of contact for client queries — resolving basic enquiries independently, and escalating where necessary
• Process new business applications timeously and accurately, with strong follow-up discipline
• Process increases, amendments and servicing requests on existing business
• Ensure accurate workflow and data capture on Elite Wealth and internal systems
• Prepare and submit documentation packs for onboarding and servicing
• Liaise with clients proactively, ensuring clear communication of progress updates
• Maintain electronic client records, ensuring compliance with regulatory and internal requirements
• Support Financial Planners pre- & post-client meetings
• Engage in ongoing professional development and contribute to a positive team culture

• Senior-level experience in Financial Services administration – supporting Financial Planners and/or Healthcare Consultants
• Grade 12 or equivalent
• Computer literacy and strong MS Office skills
• Clear and professional written and verbal communication skills
• A Higher Certificate in Financial Planning would be advantageous

Competence

• Exceptionally organised with strong time management
• Professional communication style and client-first mindset
• Ability to work methodically with a high level of accuracy
• Proactive problem-solving and follow-through
• Positive team contributor with a willingness to learn and grow
• Ability to manage competing priorities and deadlines