Portfolio Administrator

Your:Formal EducationMatric and relevant subsection skills:Language skills for client and advisor communication (Principles of sound English and Afrikaans);Basic math skills for reconciliations (investigating discrepancies).ExperienceExperience in a financial services or investment related administrative environment.will enable you to fulfill the following...

Job DescriptionThis is an exciting opportunity for an experienced Administrative Assistant to join our team of Financial Advisers / Planners.The successful candidate will be responsible for providing comprehensive support to our team, including assisting with daily administrative tasks and managing client portfolios. This role requires strong organizational...

Job Description:The Portfolio Administrator will be responsible for ensuring the accurate production of all client portfolio review documentation and reports. This includes regularly updating and maintaining client, insurance, and investment information in the client management system.Duties & Responsibilities:New business implementationMarketing plan...

Msp Staffing Pty Ltd Job OpeningWe are looking for an experienced Investment Analyst to join our team.The successful candidate will be responsible for providing portfolio administration, conducting research, and assisting with deal execution.About the Role:This is an excellent opportunity for individuals who want to work in a dynamic environment and...

Job DescriptionWe are seeking a highly motivated Real Estate Portfolio Administrator to join our team. As a Portfolio Manager, you will be responsible for managing a portfolio of sectional title properties, including liaising with customers and stakeholders, managing financial matters, and resolving any issues that may arise.Your key responsibilities will...

Reference: PC001451-RC-1Our 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 & ResponsibilitiesEMPLOYMENT TYPE:...

Job Title: Property Portfolio Administrator">About Our Company:">Talent Shore SA Ltd is a dynamic and growing property management company that provides excellent services in London, Hertfordshire, and Essex.">We pride ourselves on our commitment to excellence and are now looking for a Property Portfolio Administrator to join our team remotely and contribute...

Vhrs is looking for a skilled Rental Portfolio Administrator to manage a diverse range of properties, including luxury Airbnb units, student accommodations, and long-term rentals.In this role, you will assist with daily property operations, handle guest and tenant communication, and oversee logistical tasks such as cleaning and maintenance scheduling.As a...

Wealth Planning Associate PositionThis role offers an exciting opportunity to join a dynamic Wealth Management company as a Wealth Planning Associate.About the Role:You will provide administrative support to a Wealth Manager, ensuring seamless management of client portfolios.Key Responsibilities:Assist the Wealth Manager in managing client...

At Opus Fund Services, we're committed to delivering exceptional fund administration solutions that meet our clients' evolving needs. Our Portfolio Accounting team is a key part of this effort, working closely with clients to ensure the accuracy and timeliness of their portfolio reporting.We're currently seeking an experienced Portfolio Accounting Specialist...

About the RoleThis is an exciting opportunity to join our team as a Portfolio Manager Associate. The successful candidate will provide administrative support to a group of Portfolio Managers, ensuring the effective management of client books.Duties and responsibilities include:Building and maintaining stakeholder relationships.Ensuring compliance with...

Job OverviewThe Portfolio Management Assistant will provide administrative support to a team of Portfolio Managers, ensuring the smooth operation of client books in an administrative, trading, and client servicing capacity.The successful candidate will be responsible for implementing policies and procedures, ensuring controls are in place to minimise losses,...

The Royal Portfolio is seeking an experienced HR Manager to oversee all people-related policies, practices, and procedures at The Silo Hotel.Key ResponsibilitiesFoster a high-performance culture while ensuring legal compliance and employee well-beingSupport the hotel's leadership in delivering a people strategy that aligns with The Royal Portfolio's Vision,...

Portfolio Manager Job SummaryWe are recruiting for a Portfolio Manager to manage a portfolio of sectional title schemes and homeowners associations in Cape Town.The successful candidate will be responsible for overseeing the management of properties, financial affairs, and stakeholder relationships.Main Tasks and ResponsibilitiesDevelop and implement...

Job DescriptionWe are seeking a highly skilled and motivated Investment Portfolio Coordinator to join our team in providing administrative support to our Portfolio Managers.Your primary responsibilities will include:Managing client books, ensuring accurate and timely updates.Providing exceptional customer service, responding to inquiries, and resolving...

Wealth Management AssistantThe role involves providing administrative support to a Wealth Manager in managing client portfolios.Responsibilities:Portfolio Administration: Provide administrative support to the Wealth Manager, ensuring seamless management of client portfolios.Client Service: Ensure excellent client service by maintaining effective...

Opus Fund Services is committed to integrity and excellence in our work. Our team operates with a set of core values: questioning everything, embracing change, building not buying, winning together, and doing the right thing. As a certified Great Place to Work in multiple countries, we prioritize innovation, accountability, and delivering quality...

Job Title: Investment Analyst PositionMsp Staffing Pty Ltd is seeking an Investment Analyst to provide portfolio administration, research, and deal execution support.Job Description:The ideal candidate will have a master's degree in business or finance and possess CA(SA) / CFA qualifications.A strong background in supporting the execution of investment...

The Portfolio Manager works under the supervision of the Head of Project Delivery Centre and oversees Portfolios of Business Demand (across the Group) as well as governance and delivery management using the PDC (Project Delivery Centre) methodology framework aligned to the Santam Agile Program and Project standard.The Portfolio Manager works closely with a...

The role of a Strategic Portfolio Director at Santam Limited requires overseeing multiple portfolios, aligning with the company's strategic objectives. This includes managing products, monitoring progress, and addressing impediments that may impact delivery.Main Responsibilities:Program manage the Digital Program to drive the delivery of digital initiatives...