Portfolio Administrator

IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town.To qualify for this position, you need:NQF 4 or working towards completing your NQF At least 2 years of experience in a similar position Experience with rentals Experience with PayProp Great administrative skills...

**Duties and Responsibilities** - Fund set-up, maintenance and record keeping - Set-up and maintenance of trading templates. - Input and send authorised trade instructions on behalf of the investment manager - Managing and controlling all transactions processed between relevant parties namely, the IFA, LISP, investment administrator (Silica), Manco, pricing...

**Duties and Responsibilities** - Assisting the Sectional Title Portfolio Manager - Typing of correspondence and minutes, - Typing of correspondence to trustees and owners - Liaising with Chairman and Trustees in the absence of the Portfolio Manager - Assisting with preparation of monthly packs for the chairman of the Body Corporate - Ensuring all...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Portfolio Administrator Assistant **to join their team in **Cape Town**. **To qualify for this position, you need**: - Matric - At least 2 years of experience in administration - Great administrative skills - Excellent communication skills and telephone...

1) General Portfolio Administration (CIS, Models or Wrap Funds and Securities)Focusing on the following operational processes:Product set-up, maintenance & record keeping. Managing & controlling all transactions processed between relevant parties namely, LISP, investment administrator, investment manager & underlying fund manager. Setup & maintenance of...

Trade and portfolio Administrator Cape Town, WC Market Related - Sector: Investment - Posted: Tuesday, 1 August 2023Job Details **REPORTING RELATION** Manager: SA Fund Operations **PURPOSE OF JOB** To fulfil the role as an Operational Administrator in the SA Fund Operations Team, perform Fund & Portfolio administration including trade execution and...

Duties and Responsibilities Assisting the Sectional Title Portfolio Manager Typing of correspondence and minutes, Typing of correspondence to trustees and owners Liaising with Chairman and Trustees in the absence of the Portfolio Manager Assisting with preparation of monthly packs for the chairman of the Body Corporate Ensuring all information is kept up to...

Trade and portfolio AdministratorCape Town, WC Market Related Sector: Investment Posted: Tuesday, 1 August 2023Job DetailsREPORTING RELATIONManager: SA Fund OperationsPURPOSE OF JOBTo fulfil the role as an Operational Administrator in the SA Fund Operations Team, perform Fund & Portfolio administration including trade execution and reporting.QUALIFICATION...

**Main Purpose**: - To support and provide administrative assistance to the IT Portfolio Office. **Key Responsibilities**: - Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and research - Request, receive and consolidate Project Status reports - Maintain a Project...

To fulfil the role as a Trade and Portfolio Administrator in the SA Fund Operations Team, perform Fund & Portfolio administration including trade execution and reporting.QUALIFICATION AND EXPERIENCE:BCom degree or equivalent2- 3 years industry experience requirement- Financial Services: Fund operations, Asset Management operationsExperience in collective...

To fulfil the role as a Trade and Portfolio Administrator in the SA Fund Operations Team, perform Fund & Portfolio administration including trade execution and reporting.QUALIFICATION AND EXPERIENCE:BCom degree or equivalent2- 3 years industry experience requirement- Financial Services: Fund operations, Asset Management operationsExperience in collective...

Our client, an Investment Consultant Company, is looking for a **Senior Portfolio Administrator** to join their team in the **Plattekloof, **Cape Town, area. **Job Summary**: **Responsibilities**: - Fund set-up, maintenance and record keeping. - Set-up and maintenance of trading templates. - Input and send authorised trade instructions on behalf of the...

To fulfil the role as a Trade and Portfolio Administrator in the SA Fund Operations Team, perform Fund & Portfolio administration including trade execution and reporting.QUALIFICATION AND EXPERIENCE: BCom degree or equivalent2- 3 years industry experience requirement- Financial Services: Fund operations, Asset Management operationsExperience in collective...

To fulfil the role as a Trade and Portfolio Administrator in the SA Fund Operations Team, perform Fund & Portfolio administration including trade execution and reporting.QUALIFICATION AND EXPERIENCE: BCom degree or equivalent2- 3 years industry experience requirement- Financial Services: Fund operations, Asset Management operationsExperience in collective...

Our client in Pinelands specializes in investment offers and wealth management.  They are looking for a Portfolio Administrator to assume responsibility for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing client relationship.A recent professional profile photo is to accompany your...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Portfolio Administrator **to join their team in **Cape Town**. **To qualify for this position, you need**: - NQF 4 or working towards completing your NQF 4 - At least 2 years of experience in a similar position - Experience with rentals - Experience with PayProp -...

Duties & Responsibilities Daily management of trust funds and investment funds Ensuring that all complexes within the portfolio are insured and premiums are paid on time Continuous enhancement of knowledge of SA property laws Ensuring that compliant contractors are servicing the complexes and are paid timeously Awareness of all transfer of units within the...

START DATE :ImmediateREQUIREMENTS:Degree / Diploma in FinanceMinimum of 2 years' experienceIndustry related trainingMS Office Word and Excel - non negotiableMust have attention to detailMust be able to think and plan creativelyDUTIES: New business implementationMarketing plan implementationRelief reception dutiesComply with FAIS and FICA acts and other...

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE :PermanentSECTOR :FinanceBASIC SALARY :R18 000 – R25 000 CTC depending on experienceSTART DATE :ImmediateREQUIREMENTS:Degree / Diploma in Finance Minimum of 2 years' experience Industry related training MS Office Word and Excel - non negotiable Must have attention to detail...

Who We are?- Sanlam Personal Loans (SPL) was established 23 years ago and is now part of a newly established Fintech business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap...