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...

Job Title and Job Grade Credit Controller Job grade: B4 Job Purpose To manage the debtors accounts and ensure that all bills are paid on time. Role Location MontClare Place, 45 Main Road, Claremont, Cape Town. Working Conditions Not applicable. Reporting Manager The Credit Controller reports to the Portfolio Manager. Direct Subordinates No direct...

**Main Purpose of the Job** In line with adumo’s purpose; to be a catalyst for Growth: Grow our customers, grow our communities, grow our continent and ultimately grow our people! The New Business Manager role encompasses this purpose in its entirety. To actively sell adumo products and services and generate revenue in line with prescribed sales targets...

**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...