Portfolio Administrator

6 days ago

Cape Town, South Africa Status Staffing Full time

Reference: PC -RC-1 Our 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. Duties & Responsibilities EMPLOYMENT TYPE: PermanentSECTOR: FinanceBASIC SALARY: R18 000 – R25 000 CTC depending on experienceSTART 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 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) Should you meet all the requirements, apply on our website at today. #J-18808-Ljbffr

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