Office Manager

Recruiter:

Sandi Crowther Recruitment

Job Ref:

DUR003367/JK

Date posted:

Monday, May 26, 2025

Location:

Umhlanga, South Africa

Salary:

17 500

SUMMARY:

Mount Edgecombe. An excellent opportunity exists for a competent and meticulous Office Manager to join a dynamic and professional team in the Wealth Management / Financial Services sector.

We’re seeking a highly organized individual with strong experience in wealth and investments, estate planning (wills and trusts), and life / disability cover. If you’re a reliable, detail-oriented team player with leadership capabilities and a passion for excellence, we’d love to hear from you!

POSITION INFO:

Key Responsibilities:

Wealth Administration:

Manage the administrative functions of the investment and wealth division within the practice

Estate Planning Administration:

Oversee processes related to wills, trusts, and deceased estates

Risk Administration:

Administer life and disability insurance functions effectively

Office Management:

Oversee daily operations and delegation of tasks
Supervise and support administrative staff
Track and manage workflow tickets and responsibilities
Ensure smooth coordination of all office activities

Requirements:

Matric (Grade 12)
Tertiary qualification preferred (e.g., Business Administration or similar)
Solid background in wealth management or financial services
Hands-on experience with investments, estate planning, and insurance
Proven track record in office and administration management
Strong organizational skills and the ability to meet deadlines
High levels of integrity, reliability, and professionalism
Momentum Administration system experience advantageous

Apply:

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