Portfolio Administrator

11 hours ago


Northern Suburbs, South Africa Communicate Recruitment Full time

My client in Wealth Administration has a vacancy for an Administrator. If you work in Wealth Administration, supporting a team then this could be your next career move. Alternatively if you are in Sales and prefer a role in support then this may just be for you. You have knowledge of FICA and FAIS, familiar with creating new accounts and monitoring portfolios.

Finance related Administration

Assist Senior Management

Onboarding clients

Prepare client portfolios

Risk Management

FICA & FAIS management

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

RE5

Contact
**SHAKIRAH LAKAY **on
**Ref**:
**CTF015926**.

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For more information please contact:
Shakirah Lakay



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