Wealth Administrator

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

Responsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following:

• 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