Portfolio Administrator

2 weeks ago


Southern Suburbs, South Africa Communicate Recruitment Full time

If you have worked in wealth administration supporting a team, then this could be your next career move. Alternatively, if you are in a sales role and would much rather be in a supportive role then the portfolio administrator position will certainly satisfy your appetite. You have knowledge of Fica and Fais, familiar with creating new accounts and monitoring portfolios.

Finance related administration

Assist senior management

Onboarding clients

Collate client information

Rectify anomalies

Manage office filing

Client Services

**Skills & Experience**:
Wealth management

Financial services background

Financial product knowledge

FICA

FAIS

**Qualification**:
Finance related qualification

Contact
**SHAKIRAH LAKAY** on
**CTF016036.**

Connect with us on
**Register your CV** to create a profile and to view all our Financial recruitment vacancies.

For more information please contact:
Shakirah Lakay



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