Portfolio Administrator
Found in: Talent ZA 2A C2 - 1 week ago
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Finance
BASIC SALARY : R18 000 R25 000 CTC depending on experience
START DATE : Immediate
REQUIREMENTS:
- Degree / Diploma in Finance
- Minimum of 2 years experience
- Industry related training
- MS Office Word and Excel - non negotiable
- Must have attention to detail
- Must be able to think and plan creatively
DUTIES:
- New business implementation
- Marketing plan implementation
- Relief reception duties
- Comply with FAIS and FICA acts and other relevant legislation
Client Services
- Ensure the accurate production of all Client portfolio review documentation and reports
- Regularly update and maintain Client, insurance and investment information in the Client management system
- Implementation of all switches or redemptions, including all fund manager follow-ups and completing forms where necessary
- Implementation of all changes to insurance benefits or coverage
- Co-ordination of all claims correspondence and life office follow- up of claims progress
Administration
- Ensure all client files and electronic records are maintained in - line with procedures outlined in the policies and procedures manual.
- Prepare new Client files as needed
Develop and Maintain Relationships
- Develop and maintain relationships with key service providers, particularly Fund Managers and life companies
New client take-on
- Attend or contribute towards client meetings as requested by the Adviser
Performance Assessment
- Contribute towards setting individual objectives and KPIs in conjunction with Advisers and Business Manager and based on achieving business objectives
Compliance
- Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation
HOURS:
- 08h00 17h00 (Mon Fri)
-
Portfolio Administrator
6 days ago
Cape Town, South Africa Conova Recruitment Full time**1) General Portfolio Administration (CIS, Models or Wrap Funds and Securities)** Focusing on the following operational processes: - Product set-up, maintenance & record keeping. - Managing & controlling all transactions processed between relevant parties namely, LISP, investment administrator, investment manager & underlying fund manager. - Set-up &...
-
Senior Portfolio Administrator
6 days ago
Cape Town, South Africa Finovate Full timeOur client, an Investment Consultant Company, is looking for a **Senior Portfolio Administrator** to join their team in the **Plattekloof, **Cape Town, area. **Job Summary**: This role will require the Senior Portfolio Administrator to perform all asset administration related functions required for the administration of collective investment scheme...
-
Junior Portfolio Administrator
6 days ago
Cape Town, South Africa Finovate Full time**Description** Our client, an **Investment Consultant Company**, is looking for a **Junior** **Portfolio Administrator** in the **Plattekloof area.** **Job Summary**: This role will require the Portfolio Administrator to perform all asset administration related functions required for the administration of collective investment scheme...
-
IT Portfolio Administrator
Found in: Adzuna ZA B C2 - 2 weeks ago
Cape Town, South Africa Adzuna ZA B C2 Full timeMain Purpose:To support and provide administrative assistance to the IT Portfolio Office. Key Responsibilities:Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and researchRequest, receive and consolidate Project Status reportsMaintain a Project Register by obtaining...
-
IT Portfolio Administrator
Found in: Talent ZA C2 - 2 weeks ago
Cape Town, South Africa Project Management Connection Full timeMain Purpose:To support and provide administrative assistance to the IT Portfolio Office. Key Responsibilities:Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and researchRequest, receive and consolidate Project Status reportsMaintain a Project Register by obtaining...
-
IT Portfolio Administrator
Found in: Talent ZA 2A C2 - 2 weeks ago
Cape Town, South Africa PM Connection Full timeMain Purpose:To support and provide administrative assistance to the IT Portfolio Office. Key Responsibilities:Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and researchRequest, receive and consolidate Project Status reportsMaintain a Project Register by obtaining...
-
Portfolio Administrator
Found in: Talent ZA C2 - 2 weeks ago
Cape Town, South Africa Status Staffing Full timeOur client in Pinelands specializes in investment offers and wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing client relationship.A recent professional profile photo is to accompany your...
-
JUNIOR PORTFOLIO ADMINISTRATOR
Found in: Talent ZA C2 - 6 days ago
Cape Town, South Africa Bridgena Barnard Personnel Group Full timeRecent Graduate position who wants to join the Financial Services sector and grow into a Portfolio professionalGraduate position who wants to join the Financial Services sector and grow into a Portfolio professionalMatricAdvantageous to be studying towards or have a degree in Finance or AccountingComputer literate and thorough knowledge of Microsoft and its...
-
Marketing Manager The Royal Portfolio
3 days ago
Cape Town, South Africa The Royal Portfolio Full timeMAIN DUTIES & RESPONSIBILITIES **Develop Marketing Strategies** - Create and execute innovative marketing strategies to promote the group's brand and individual properties - Identify target markets and develop tailored marketing campaigns to reach new potential travellers - Collaborate with senior management to align marketing initiatives with overall...
-
Property Portfolio Administrator
5 hours ago
Stellenbosch, Western Cape, South Africa ProRecruit Full timeOur client, a property market Leader in South Africa, are currently looking for an Portfolio Administrator who can start as soon as possible, or immediately at their offices in Stellenbosch. Preferably someone who has worked in a similar position, within a Property company, or within the property industry, that understands the extreme pressure of the...
-
JUNIOR PORTFOLIO ADMINISTRATOR
Found in: Adzuna ZA B C2 - 7 days ago
Cape Town, South Africa Adzuna ZA B C2 Full timeGraduate position who wants to join the Financial Services sector and grow into a Portfolio professionalMatricAdvantageous to be studying towards or have a degree in Finance or AccountingComputer literate and thorough knowledge of Microsoft and its applicationsExcel - Vlook-upsAnalytically Inclined Accounting Inclined Strong Administrative skills
-
JUNIOR PORTFOLIO ADMINISTRATOR
Found in: Talent ZA 2A C2 - 7 days ago
Cape Town, South Africa Bridgena Barnard & Associates Full timeGraduate position who wants to join the Financial Services sector and grow into a Portfolio professionalMatricAdvantageous to be studying towards or have a degree in Finance or AccountingComputer literate and thorough knowledge of Microsoft and its applicationsExcel - Vlook-upsAnalytically Inclined Accounting Inclined Strong Administrative skills
-
Senior Portfolio Administrator
2 weeks ago
Cape Town, South Africa Time Personnel Full time**REQUIREMENTS**: - Matric, Tertiary education advantageous - Own vehicle - Proficient in Word and Excel - Confidentiality, honesty, and integrity is of upmost importance - Take responsibility of all aspects of the required duties - Effective communication skills - Financial acumen - figure literate - High attention to detail and accuracy - Ability to work...
-
Property Portfolio Manager
7 days ago
Cape Town, South Africa Interviewing Dynamix Full time**Property Portfolio Manager** **Cape Town** Our client, an industry leader in property management in South Africa, seeks to appoint a Portfolio Manager to manage a commercial property portfolio in and around Cape Town. The successful incumbent will have a minimum of 5 years property management experience, with relevant experience in managing budgets,...
-
Centre and Portfolio Manager
Found in: Talent ZA C2 - 2 weeks ago
Cape Town, South Africa Sagen Advisory Full timeSagen Advisory Recruitment company is recruiting a highly skilled and motivated Centre Manager to join the team of a reputable property development and management company, known for its commitment to excellence. With a diverse portfolio of properties and centers, they strive to create exceptional environments that meet the needs of their tenants and...
-
Property Portfolio Manager
7 days ago
Cape Town, South Africa Faircape Full timeFMS Property Managers currently manages over 80 sectional title schemes and homeowner associations. As we are a Western Cape based Company, our focus is primarily on the Western Cape region, stretching from the CBD to the Overberg. We regard ourselves as the market leader in the community schemes management field due to our competitive edge and cutting edge...
-
Portfolio Intelligence Analyst
1 day ago
Cape Town, South Africa Progressive IT Resourcing Full time**Our Client** Company Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...
-
Portfolio Manager
1 day ago
Cape Town, South Africa Secondment Full timeOur client is looking to hire Portfolio Manager - based in Cape Town to manage cluster of buildings by optimizing the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections, and general building...
-
Portfolio Intelligence Analyst
2 days ago
Cape Town, South Africa 5th Dimension Consulting Full timeApr 2, 2024 | Information Technology (IT), Project Management, **Job Role** - Play a critical role in supporting Project Management activities, driving efficiency, mitigating risks, and ensuring the successful delivery of projects. - Be responsible for managing and optimizing Project support tools, ensuring their effective utilization across projects, and...
-
Portfolio Intelligence Analyst
Found in: Adzuna ZA B C2 - 1 week ago
Cape Town, South Africa Adzuna ZA B C2 Full timeOur ClientCompany Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...