Portfolio Manager Assistant
7 days ago
ADMINISTRATIVE ASSISTANT an independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances.
**PURPOSE**: This role entails assisting the Financial Advisor with the processing of all financial administration for new and existing clients, record keeping and data-capturing.
**Location**: Cape Town CBD
Assist Advisors
**Hours of work**: 08:00am 4.30pm or 08.30am 5pm, Monday to Friday
RESPONSIBILITIES
- Communicating with clients telephonically and electronicallyCompliance - FICA, FAIS & Due Diligence (data gathering and filing)
- Data Capture on CRM system (Elite Wealth) updating existing and new client info & record keeping (workflows/tasks)
- Forms administration (Prepopulating apps, sending to clients, managing the return and capturing of the forms/submitting to the Financial Institute) - for investments, risk, medical aid and Employee Benefits
- Processing instructions - redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.
- Preparing client quotes and comparisons with the various Financial Service Providers
- Working with the paraplanner to prepare client proposals
- Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients
- General admin support
A minimum of 3- 5 years proven work experience within an insurance, investment or asset management environment financial advisory company
-
Portfolio Management Assistant
5 months ago
Cape Town, South Africa FirstRand Full timeJob Description To provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to...
-
Portfolio Manager Assistant
11 hours ago
Cape Town, South Africa Faircape Group Full timeFMS Property Managers currently manages 80 sectional title schemes and homeowner associations. As we are a Western Cape based Company, our focus is primarily on the Western Cape region, stretching from the CBD to the Overberg. We regard ourselves as the market leader in the community schemes management field due to our competitive edge and cutting edge...
-
Junior Designer The Royal Portfolio
11 hours ago
Cape Town, South Africa The Royal Portfolio Full timeThe Junior Designer at The Royal Portfolio will work at Head Office level, across our full portfolio of properties to create engaging designs according to requirements. Working under the Supervision of a Senior Designer to produce high-quality work, this role requires you to be highly creative and have a sharp eye for details. Supporting the Marketing,...
-
Luxury Hotel General Assistant
2 weeks ago
Cape Town, Western Cape, South Africa The Royal Portfolio Full timeJob Title: Luxury Hotel General AssistantWe are looking for a highly motivated and organized individual to join our team as a Luxury Hotel General Assistant at The Royal Portfolio.About UsThe Royal Portfolio is a luxury hospitality company that offers unparalleled experiences to our guests. We take pride in providing exceptional service and amenities, and we...
-
Assistant Housekeeping Manager The Silo Hotel
7 months ago
Cape Town, South Africa The Royal Portfolio Full timeThe Silo Hotel's Assistant Housekeeping Manager will be responsible for planning, organising and developing the overall operations of the Housekeeping department to deliver on The Royal Portfolio’s Purpose, which is _“To give our guests a complete experience and a perfect stay”_. **MAIN DUTIES & RESPONSIBILITIES** - Co-manage all Housekeeping...
-
Portfolio Operations Assistant
3 weeks ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeJoin Our Team as a Portfolio Operations AssistantiGrow Wealth Investments, South Africa's leading property investment group, seeks a skilled Portfolio Operations Assistant to join their team.The successful candidate will have at least 1 year of experience in property administration and be proficient in RedRabbit. Key responsibilities include:Managing...
-
Assistant Restaurant General Manager
6 months ago
Cape Town, South Africa Life & Brand Portfolio Full timeLife & Brand Portfolio is seeking an experienced Assistant General Manager to join our Tigers Milk, La Parada or Harbour House team. The Assistant General Manager will be responsible for the assisting and supporting the General Manager. Assist with supervision, performance management and effective delegation to various junior managers and staff to ensure an...
-
Assistant Restaurant General Manager
7 months ago
Cape Town, South Africa Life & Brand Portfolio Full timeLife & Brand Portfolio is seeking an experienced Assistant General Manager to join our Tigers Milk, La Parada or Harbour House team. The Assistant General Manager will be responsible for the assisting and supporting the General Manager. Assist with supervision, performance management and effective delegation to various junior managers and staff to ensure an...
-
Public Relations Manager The Royal Portfolio
7 months ago
Cape Town, South Africa The Royal Portfolio Full timeMAIN DUTIES & RESPONSIBILITIES *** - Develop and implement comprehensive PR campaigns to promote the hotel group's brand image, key messages, and unique offerings. - Cultivate and maintain relationships with media outlets, journalists, influencers and key stakeholders to secure positive press coverage and media placements. - Create compelling press...
-
Residential Portfolio Assistant
7 months ago
Cape Town, South Africa Macdonald & Company Full time**Location**: **Cape Town** **Salary**: **277,200** **Job Type**: **Permanent** **Reference**: **69659** **Job Summary**: Are building and maintaining sound relationships an integral part of who you are? Our client has 30 years of property management experience. Their portfolio consists mainly of residential properties. They have offices in Johannesburg...
-
Fixed Asset Accountant | The Royal Portfolio
1 month ago
Cape Town, South Africa The Royal Portfolio Full timeThe Fixed Asset Accountant will be responsible for process development and balance sheet reconciliations as relates the fixed asset records and systems. This employee will manage the day-to-day operational tasks of this area of responsibility, while aligning with the broader processes overseen by the Group Accountant. This is to ensure that as a business,...
-
Fixed Asset Accountant | The Royal Portfolio
1 month ago
Cape Town, South Africa The Royal Portfolio Full timeThe Fixed Asset Accountant will be responsible for process development and balance sheet reconciliations as relates the fixed asset records and systems. This employee will manage the day-to-day operational tasks of this area of responsibility, while aligning with the broader processes overseen by the Group Accountant. This is to ensure that as a business,...
-
Assistant Restaurant General Manager
4 months ago
Cape Town, South Africa Life and Brand Portfolio Full timeLife and Brand Portfolio seeks an experienced Assistant General Manager to assist in running our restaurant. The Assistant General Manager will be responsible for the assisting and supporting the General Manager. Assist with supervision, performance management and effective delegation to various junior managers and staff to ensure an efficient and...
-
Portfolio Manager
7 months ago
Cape Town, South Africa Conova Recruitment Full timeThis role will take responsibility for assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company. The Portfolio Manager will also take control of managing the asset management team and will have two direct reports and three...
-
Portfolio Assistant
7 days ago
Cape Town, South Africa HotelJobs.co.za Full timeDuties: Assisting the Portfolio Manager with the following - Make sure guests are happy at all times. - Checking guests in. - Coordinating changeovers, maids, laundry, stock take, apartment/house maintenance. - Giving guests a concierge experience through local knowledge of the area. - Communication with team leader and portfolio manager. - Coordinating your...
-
Sectional Title Portfolio Assistant
7 months ago
Cape Town, South Africa Stratton Property Management Full time**Portfolio Assistant - Sectional Title and HOA** Our company is looking for an ambitious and energetic person to join our team. The applicant must have previous experience in Sectional Title Property Management and be familiar with the Sectional Titles Act. **As a Portfolio Assistant your duties will include assisting the Portfolio Manager with the...
-
Portfolio Manager
7 days ago
Cape Town, South Africa BOOST&Co Full time**We are BOOST&Co. **We are a thriving collection of highly skilled finance professionals based across the UK, and Cape Town in South Africa. We are blazing a trail, providing bespoke lending solutions to high growth, innovative and disruptive SMEs through growth loans, term loans and working capital facilities. This role is based in Cape Town. **We need...
-
Residential Portfolio Assistant
2 weeks ago
Cape Town, Western Cape, South Africa RareCruit Full timeJob DescriptionWe are seeking a highly organized and skilled Residential Portfolio Assistant to join our team at RareCruit. As a key member of our property management team, you will be responsible for providing administrative support to the Property Manager and ensuring the smooth operation of our residential clients' portfolios.The successful candidate...
-
Portfolio Managent Principal
11 hours ago
Cape Town, South Africa RMM Full timeKey Responsibilities: Portfolio Management: - Drive the performance management of investee companies within the fund. - Responsible for stakeholder reporting, including portfolio valuations. - Participate in credit committees as needed. - Provide business development mentoring and other value-added services to portfolio companies, such as operational...
-
Senior Portfolio Manager
1 week ago
Cape Town, South Africa STACK Recruitment Services Full timeThis position is for a Senior Portfolio Manager with a respected Investment Group, based Cape Town. The Portfolio Manager will report to the CIO and will have the support from the rest of the investment team. **THE DUTIES AND RESPONSIBILITIES OF THIS POSITION ARE, BUT ARE NOT LIMITED TO**: - Assist Investment Heads with strategic and tactical asset...