Portfolio Administrator

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...

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...

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 efficiently. Your role is crucial in maintaining the integrity of our service delivery,...

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 paramount, we invite you to apply.Key Responsibilities:Client and Stakeholder...

Key Responsibilities:Client and Stakeholder Management: Act as the primary liaison between clients and internal teams. Oversee the preparation and maintenance of comprehensive client documentation and communications.Strategic Administration: Handle all administrative aspects of client portfolios, including record keeping, drafting reports, and ensuring...

ERP data administration. Capturing of data in ERP systems. Records keeping and updating. Resolve or escalate any ERP related issues. Support team members where necessary. Valuations support administration. Investigate issues raised by clients in line with instructions from your Supervisor. Record issues raised by client and share with the Supervisor. Ensure...

_**INVESTMENT ADMINISTRATOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...

_**INVESTMENT ADMINISTRATOR, R25-30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...

_**INVESTMENT ADMINISTRATOR, R25-**_**27**_**k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...

_**INVESTMENT ADMINISTRATOR, R25-**_**27**_**k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...

Requisition Details Portfolio Manager: Outsourced Business JG 7 Commercial and Personal Location : Centurion This career opportunity is available at Santam Centurion, Johannesburg for a Portfolio Manager: Outsourced Business, in the Outsourced Business Unit  What will you do? • Monthly reporting (Focus on deviations and negotiation and...

Drivio is a holistic Novice and Professional Driving Academy servicing small and large organisations throughout South Africa. Drivio has a portfolio of corporate clients that require driver training services, as and when required. The company is expanding through the African continent and the Middle East. To support our corporate office, we are seeking the...

**Key Performance Area**: Debtor - Generation of invoices to customers - Respond to queries - Assist with reconciliations - Preparation of month-end data Creditors - Capturing invoices/purchase orders - Respond to queries - Assist with reconciliations - Capture payments on the online banking portfolio - Preparation of month-end data General assistance -...

2years - Support to the Director in an office environment through general and client portfolio administration with executive duties - Managing diary, organising meetings, appointments and controlling meeting access to Director - Organising events and conferences (if deemed necessary) - Booking and arranging travel, transport and accommodation - Understand,...

2023-04-03 - 2023-04-10 - Permanent - JHB002670 - Property- Gauteng, Pretoria - R 18000 - R 22000 Monthly Cost To Company- The purpose of the role is to collect current rentals and historic outstanding rentals, to manage arrears effectively as well as attending to Reception and Property Administrative tasks. MDA experience is essential as well as Afrikaans...

Insurance Sector Education and Training Authority's job vacancy, Career and RecruitmentJob title : Learning Student Fund Specialist – Illovo, South Africa jobs in GautengJob Location : Gauteng, Deadline : May 05, 2024Quick Recommended LinksJobs by LocationJob by industries PURPOSE OF THE JOBThe key purpose of this role is to facilitate the successful...

**Main purpose / objective of the position**: To manage a building / 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 administration. To...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary **Job...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary **Job...

We are seeking a highly motivated Campaign Manager to join our Client. The ideal candidate will possess intermediate Excel certification, impeccable attention to detail, excellent communication skills, and the ability to work autonomously. Creativity in drafting new SMS or email wording is essential for success in this role.As a Campaign Manager, you will be...