Insurance and Investments - Clerical Insurance Durban FULL TIME R20 000,00 - R25 000,00 (PER MONTH) Job Summary Key Responsibilities: * Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platforms * Prepare new business documentation and ensure accurate processing of completed applications * Handle portfolio changes, switches, and updates efficiently * Compile reports and performance statements for clients and advisors * Oversee central communications by managing the main practice mailbox, telephone line, and WhatsApp channel * Assist with Wills and Estates processes, including drafting of wills, document storage, collation, and administration * Coordinate deceased estates between Head Office and clients, ensuring a smooth and professional process * Work closely with internal teams and Head Office, utilising relevant systems and software Requirements: * Solid experience within the wealth management or financial services industry * Strong knowledge of investments, with specific experience in Momentum Wealth, Momentum Wealth International, and Momentum Investo * Exposure to Momentum Securities would be advantageous * Excellent administrative, organisational, and communication skills * High level of accuracy and attention to detail * Ability to manage multiple tasks and work efficiently in a fast-paced environment Apply: Sandi Crowther Recruitment Recruiter