Portfolio Administrator

2 weeks ago

Pinelands, South Africa Status Staffing Full time

**Western Cape**
**, Pinelands**
- R18 000 - R25 000 Monthly Cost To Company

**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.**

EMPLOYMENT TYPE : Permanent

SECTOR : Finance

START DATE : Immediate

**DUTIES**:

- New business implementation
- Client services
- Marketing plan implementation
- Administration
- Develop and maintain relationships
- New client take-on
- Relief reception
- Sales

**REQUIREMENTS**:

- Business related certificate / degree
- Industry related training
- MS Office (Excel) - non negotiable
- Knowledge of investment and risk concepts
- Knowledge of client relations and new business development
- Strong time management skills

**HOURS**:

- 08h00 - 17h00 (Mon - Fri)

**CLOSING DATE**:

- 15 March 2023
- For more information please contact:
**Rozané Coleske

  • Legal Intern

    5 days ago

    Pinelands, South Africa Communicare Full time

    Communicare is a dynamic and independent social enterprise that responds to the country’s housing crisis. We manage a growing residential portfolio in the affordable and social housing markets. Our social enterprise business model makes us the most sustainable provider of discounted rentals in South Africa. We also have a social development arm providing...

  • Property Management Intern

    1 hour ago

    Pinelands, South Africa Communicare Full time

    Communicare is a dynamic and independent social enterprise that responds to the country’s housing crisis. We manage a growing residential portfolio in the affordable and social housing markets. Our social enterprise business model makes us the most sustainable provider of discounted rentals in South Africa. We also have a social development arm providing...

  • Intern Articled Financial Planner

    Found in: Adzuna ZA B C2 - 2 weeks ago

    Pinelands, South Africa Adzuna ZA B C2 Full time

    A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : Finance/Wealth ManagementBASIC SALARY : R10 000 negSTART DATE : A.S.A.P / ImmediateREQUIREMENTS: MatricBCom Investment Management (Non-Negotiable)RE Exams and industry related trainingFAIS and FICA and other relevant legislation1 Year experience in...

  • Intern Articled Financial Planner

    Found in: Whatjobs ZA C2 - 1 week ago

    Pinelands, South Africa Status Staffing Full time

    A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : PermanentSECTOR : Finance/Wealth ManagementBASIC SALARY : R10 000 negSTART DATE : A.S.A.P / ImmediateREQUIREMENTS: Matric BCom Investment Management (Non-Negotiable) RE...

  • Cleaning Manager

    4 days ago

    Pinelands, South Africa Tsebo Group Full time

    **About Us**: We currently seeking a Cleaning Manager who will be based in Pinelands. The role will oversee the daily workings of the organisation operations, mainly one sites. Responsible to maintain a high-quality standard of organisations deliverables in line with site specific SLA’s. Responsible to manage client relations, perform cleaning and...