Portfolio Administrator
2 weeks ago
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.**
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**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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