Portfolio Administrator

Trafalgar is the leading property rental agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar has a wide selection of homes to rent, to suit all budgets, tastes and areas. Trafalgar offers full-service sectional title and home owners association ("HOA") property management services across...

Support to Financial Planners in an office environment through general and client portfolio administration with executive duties. 2. Basic understanding of economics, financial markets, income tax and accounting; 3. Computer literacy (MS Office), CRM systems, accurate typing skills; 4. Fluent in Afrikaans and English; good communication, verbal and writing...

**Introduction** A leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East. **Duties & Responsibilities** - Supervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to: -...

Support to Financial Planners in an office environment through general and client portfolio administration with executive duties.Basic understanding of economics, financial markets, income tax and accounting;Computer literacy (MS Office), CRM systems, accurate typing skills;Fluent in Afrikaans and English; good communication, verbal and writing...

IntroductionA leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East.Duties & Responsibilities Supervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to:Understand, execute and...

**Gauteng**, PTA - East** **R 20000 - R 25000 Monthly Cost To Company (Negotiable)** As a Portfolio Assistant, you will provide essential administrative support and manage day-to-day operations related to clients' portfolios. You will act as the backbone of client service management, ensuring all administrative tasks are performed meticulously and...

IntroductionA leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East.Duties & ResponsibilitiesSupervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to:Understand, execute and...

IntroductionA leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East.Duties & ResponsibilitiesSupervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to:Understand, execute and...

IntroductionA leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East.Duties & ResponsibilitiesSupervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to:Understand, execute and...

Join an award-winning financial practice in Pretoria East, renowned for its excellence in wealth management and investments. The practice have received numerous accolades over their years and one of the directors has been celebrated as one of the best financial planners in South Africa and is a prominent speaker and author on retirement and investments.As a...

**Who are we?** - Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.- With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement...

**Gauteng**, PTA - East** **R 40000 - R 50000 Monthly Cost To Company (Negotiable)** This role offers an incredible opportunity to develop professionally while managing a significant portfolio of diverse clients, including top corporate and individual accounts. If you thrive in a dynamic environment where problem-solving and client service excellence are...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

Are you looking for a challenging and exciting job that will test your administrative and client relationship management skills? Look no further We have a fantastic opportunity for you to become a Portfolio Specialist. In this role, you will be responsible for overseeing the smooth running of a property portfolio and ensuring the satisfaction of the clients...

Business Segment: Business & Commercial Banking To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the...

Business Segment: Business & Commercial Banking To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the...

**JOB SUMMARY** The Real Estate Portfolio Manager is responsible for managing a diverse portfolio of real estate assets to ensure optimal operation, robust financial performance, and strategic expansion. This involves leading a team of property managers, liaising with multiple stakeholders, and strategising for the enhancement of the portfolio’s value and...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Providing business...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Providing business...

Job Description To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales...