Client Portfolio Administrator

**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: -...

**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...

As a Portfolio Administrator, you will support Portfolio Managers, process applications, and interact with clients from diverse backgrounds. This role requires teamwork, a strong work ethic, and the ability to stay focused without distractions. Proficiency in technology, computer literacy, and a quick learning ability are essential, as evidenced by your...

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,...

**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...

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...

Unlock unparalleled growth opportunities and take your career to new heights with our client as a Portfolio Manager where you will be constructing and managing investment portfolios based on the investment mandate and client requirements and within the Outcomes Based Investment philosophy and strategy.Construct and manage investment portfolios based on the...

**Primary Responsibilities**: Actively supporting the MD in the day-to-day portfolio management activities. Actively participate and drive the various investment committees and forums. Providing critical input and direction with regard to economic research, market research, manager research, portfolio construction, portfolio performance attribution,...

**MAIN OUTPUTS** - Monitor and ensure portfolio on time service delivery as per SLA's or as agreed with Customer - Pro-actively interact and engage with the client to understand areas of improvement and ensure that turn-around times are shortened to the satisfaction of the client - Develop effective, customer focused and proactive relationships at all levels...

Qualifications Required:A relevant degree or diploma in Financial Services, Payroll/HR, Accounting, Legal, or Insurance.At least 2 years of relevant experience in similar roles within the financial services industry.Key Responsibilities:Record Keeping and Administration:Maintain comprehensive administrative records for each client.Handle all forms of written...

**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...

**Responsibilities**: - Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Manager - Provide ongoing feedback to clients. - Assist clients with completing...

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 An...

_**INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, 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...

Gauteng, Pretoria East **Senior Portfolio Manager - Sectional and Full Title Property Management - (Pretoria)** **_Market Related salary - Open to discuss_** **Minimum requirements**: - MRI management system experience would be advantageous - Matric Certificate or higher qualification - Computer literate (MS Word & Excel) - Previous Property Management...

**Building and Construction ~ Facilities Management** **Pretoria** ***: **Portfolio Manager - Contracts Management - PRETORIA** **Salary - Market Related** **PURPOSE** To Provide specialist advice and oversee the development and management of PMSU complex, high-risk contracts and procurement strategies. Lead the development and implementation of...

**Requisition & Talent Acquisition Consultant Details** - REQ 127026 - Twanette Coetser - Closing Date - 26 June 2023- Cluster & Location- Total Business Banking and Retail - Relationship Management - Centurion, Pretoria - Gauteng- Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected -...

**Requisition & Talent Acquisition Consultant Details** - REQ 129393 - Twanette Coetser - Closing Date - 08 November 2023**Cluster & Location** - Total Business Banking and Retail - Relationship Management - Menlyn, Pretoria- Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected -...