Portfolio Administrator
3 days ago
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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Shakirah Lakay
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