Portfolio Administrator

Our client, a successful and established Investment Company, based in Northern Suburbs, is seeking a Portfolio Administrator. **_ Key Responsibilities:_** - General Portfolio Administration (CIS and Models or Wrap Funds) - Focusing on the following operational processes: - Product set-up, maintenance & record keeping. - Managing & controlling all...

If you are working with a team of Wealth Managers or assisting Financial Advisors, then you may just be the right fit for the role. Manage a portfolio of clients, prepare the client packs, and manage FICA, FAIS, and daily compliance aspects. You are professional, and agile and enjoy working with clients and delivering world-class service. Responsible for...

Published - Jan 23, 2023 - Location - Northern Suburbs, Cape Town, South Africa - Category - Business - Job Type - Full-time - Salary Type - Monthly Salary **Description**: I am seeking a Junior Property Portfolio Manager to start as soon as possible. **Requirements**: - Matric + NQF 4 in RE or working towards NQF 4 - Valid driver’s license and own...

-South Africa, Western Cape *** - R40000 - R45000 Per Month **Area**: South Africa, Western Cape **Sector**: Real Estate Posted: 6 December 2023 **Job Details**: A diverse group of companies with interests in a number of activities including Telecommunications, Utility Management, and Property Management, has an exciting opportunity for a Senior...

**Role purpose** The Senior Fund Administrator will be responsible for the execution of trade processes and controls on Local or International Unit Trades. This includes processing of trades within the agreed deadlines, by ensuring data is accurate, timely and delivered in accordance with SLA requirements. Liaison with Internal teams, External Asset...

Plan and monitor resources and capacity to ensure all deliveries are maintained and upheld Manage and monitor the training and coaching to ensure continuous development of staff Organise and hold regular meetings with the team and individuals When necessary, check and approve valuations Monitor client audit process internally according to...

Join a globally recognised financial institution where people's development and growth are critical. Build on to your auditing experience by moving into an accounting environment and managing client portfolios. Led a team and ensured accurate calculations, nav reviews and financial reporting. Financial reporting Evaluate asset pricing Calculate...

Join one of the leading Financial Advisory firms in South Africa as a Wealth Administrator.** This is an Employment Equity opportunity** **Responsibilities**: - Gather Policy information - Compile a summary of inforation - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and...

**Key Accountabilities / Principal Responsibilities** **Contractual Strategy and Management** Develop, agree and manage a robust strategy and annual plans for each contract, to meet the contractual requirements, as well as operational and financial business targets Ensure contracts are optimally structured, managed and populated to increase operational...

**Job Purpose** Responsibly for Assist Development Managers as required in executing their function including following up on information required from consultants, officials, etc. The employee will also manage development documentation, filing systems, and carry out diary and personal management duties. **Role Location** Growthpoint Head Office in...