Company: Momentum Investments (Momentum Group)
Location: Centurion, Gauteng, South Africa
Industry: Financial Services / Wealth Management
Employment Type: Temporary
Work Model: Hybrid (Some remote work allowed)
Closing Date: 11 April 2026
Job Overview
Momentum Investments is seeking a Wealth Project Administrator to support the planning, coordination, and execution of wealth management projects. The role focuses on ensuring accurate administration, documentation, and communication between stakeholders to support successful project delivery.
This position is ideal for candidates with experience in financial services, project administration, and strong organisational abilities.
Key Responsibilities
- Provide administrative support for wealth management projects
- Coordinate project schedules, meetings, and resources
- Maintain accurate project documentation and reports
- Track project progress and update stakeholders
- Assist with data collection, analysis, and reporting
- Liaise with internal teams (advisors, compliance, operations)
- Support budgeting, invoicing, and expense tracking
- Ensure compliance with regulatory requirements
Minimum Requirements
- Diploma or Degree in Finance, Business Administration, or related field
- 2–4 years’ experience in project administration (preferably financial services)
- Knowledge of wealth management processes and financial products
- Proficiency in Microsoft Office (Excel, Word, PowerPoint)
- Familiarity with project management tools (advantageous)
Skills and Competencies
- Strong organisational and time management skills
- Attention to detail and accuracy
- Excellent communication skills
- Ability to coordinate stakeholders effectively
- Analytical and problem-solving ability
- Ability to manage multiple tasks
- Professionalism and confidentiality
- Teamwork and adaptability
Who Should Apply
- Candidates with project administration experience
- Individuals in financial services or wealth management
- Applicants with strong coordination and reporting skills
- Professionals seeking roles in investment and advisory environments
- Detail-oriented and organised individuals
Benefits
- Exposure to wealth management and investment projects
- Experience within a leading financial services group
- Hybrid working flexibility
- Opportunity to work with cross-functional teams
- Career development in financial project administration
Application Tips
- Highlight project administration and financial experience
- Emphasize Excel, reporting, and documentation skills
- Show experience working with stakeholders and teams
- Keep your CV structured and professional
- Include any exposure to financial systems or tools
- Apply before the closing date (11 April 2026)
Application Process
- Submit application via Momentum Group careers portal
- Include updated CV and relevant qualifications
- Shortlisted candidates will be contacted for further steps
- Ensure all information is accurate and up to date
Apply Here
https://momentumgroupltd.erecruit.co/candidateapp/Jobs/View/MMH260410-8