Senior Portfolio Administrator
5 months ago
**REQUIREMENTS**:
- Matric, Tertiary education advantageous
- Own vehicle
- Proficient in Word and Excel
- Confidentiality, honesty, and integrity is of upmost importance
- Take responsibility of all aspects of the required duties
- Effective communication skills
- Financial acumen - figure literate
- High attention to detail and accuracy
- Ability to work under pressure and meet deadlines
- Self-starter with initiative to work alone and willingness to learn
- FAIS and FICA experience will be highly advantageous
**DUTIES**:
- Reporting to a Wealth Manager and responsible for managing their diary, booking appointments, meetings, presentations, and similar business activities
- Prepare, co-ordinate and save documents required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS) - financial needs analysis, risk questionnaires, records of advice etc.
- Maintain and update records on the CRM system
- Co-ordinate documentation required in terms of the Financial Intelligence Centre Act
- Maintain a record of tasks to enable an audit trail of all documentation
- Liaise with clients and institutions on various transactions relating to the management of a clients portfolio
- Place and follow up on all transactions to ensure correctness and completion
- Reply to queries and respond to client requests
- Collate tax certificates and prepare offshore capital gains tax certificates
- Attend meetings and training when required
**Salary**: R negotiable dependent on experience
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