Portfolio Administrator

1 month ago


Northern Suburbs, South Africa Communicate Recruitment Full time

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 risk benefits

Administration

Client review lists

Annual reviews

Inform Planners/Managers on progress

Transactions to be validated

Prepare portfolio packs

**Skills & Experience**:
FAIS

FICA

Wealth and Financial planning knowledge (Non-negotiable)

**Qualification**:
FAIS qualification (Advantageous)

Diploma or Degree

Contact
**SHAKIRAH LAKAY** on
**CTF015633.**

Connect with us on
**Register your CV** to create a profile and to view all our Financial recruitment vacancies.

For more information please contact:
Shakirah Lakay



  • Northern Suburbs, South Africa Bridgena Barnard Personnel Group Full time

    Western Cape, CPT - Northern Suburbs - R 10000 - R 15000 Monthly Basic Salary (Market related, Negotiable) N/Subs Well established company operating in Group Risk channel requires the services of an experienced Administrator with previous exp in Portfolio / Fund Administration - N/Subs Well established company operating in Group Risk channel requires the...


  • Northern Suburbs, South Africa Communicate Recruitment Full time

    My client in Wealth Administration has a vacancy for an Administrator. If you work in Wealth Administration, supporting a team then this could be your next career move. Alternatively if you are in Sales and prefer a role in support then this may just be for you. You have knowledge of FICA and FAIS, familiar with creating new accounts and monitoring...


  • Northern Suburbs, South Africa Dante Personnel Full time

    Western Cape, Northern Suburbs - (Market related) Property Investment group in Belville is looking for a Portfolio Administrator to join their team **Minimum requirements**: - NQF 4 or working towards completing your NQF 4 - Minimum 2 years experience in a similar role - Experience with rentals - Experience with Payprop - 2 years administration...


  • Northern Suburbs, South Africa Bridgena Barnard Personnel Group Full time

    Western Cape, CPT - Northern Suburbs - R 8000 - R 13000 Monthly Basic Salary (Market related, Negotiable) Recent Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional - Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional Matric Advantageous to be...


  • Northern Suburbs, South Africa Communicate Recruitment Full time

    Ensure the accurate production of all Client Portfolio review documentation and reports Input of all relevant client details on the client management system Ensure the accurate production of all Client Risk Management review documentation and reports Input of all relevant Client details on the client management system **Skills & Experience**: Minimum 3...


  • Northern Suburbs, South Africa West Coast Personnel Full time

    Published - Jan 13, 2023 - Location - Northern Suburbs, Cape Town, South Africa - Category - Business - Job Type - Full-time - Salary Type - Monthly Salary **Description**: Leading Property Investment Group is looking for an experienced Portfolio Administrator with experience in the property / real estate industry. **Requirements**: - NQF 4 in Real Estate...


  • Southern Suburbs, South Africa Communicate Recruitment Full time

    If you have worked in wealth administration supporting a team, then this could be your next career move. Alternatively, if you are in a sales role and would much rather be in a supportive role then the portfolio administrator position will certainly satisfy your appetite. You have knowledge of FICA and FAIS, familiar with creating new accounts and monitoring...


  • Southern Suburbs, South Africa Communicate Recruitment Full time

    If you have worked in wealth administration supporting a team, then this could be your next career move. Alternatively, if you are in a sales role and would much rather be in a supportive role then the portfolio administrator position will certainly satisfy your appetite. You have knowledge of Fica and Fais, familiar with creating new accounts and monitoring...


  • Northern Suburbs, South Africa Bridgena Barnard Personnel Group Full time

    Western Cape, CPT - Northern Suburbs - R 10000 - R 15000 Monthly Basic Salary (Market related, Negotiable) R10 - R15000 Plus M/Aid P/Fund and Group Life Recent Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional **R10 - R15000 Plus M/Aid P/Fund and Group Life Recent Graduate position who wants to join...


  • Northern Suburbs, South Africa Communicate Recruitment Full time

    Giant real estate firm based in Cape town seeks a Portfolio Assistant Accountant. Company core business is all things property, from property development, investment and fund management to managing and leasing commercial properties not only in South Africa but also has presence and footprint in Africa as well. **Qualifications**: - Complete B. Com...


  • Northern Suburbs, South Africa West Coast Personnel Full time

    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...


  • Northern Suburbs, South Africa West Coast Personnel Full time

    Published - Jan 5, 2023 - Location - Northern Suburbs, Cape Town, South Africa - Category - Business - Job Type - Full-time - Salary Type - Monthly Salary **Description**: I am seeking a Senior Property Portfolio Manager. **Requirements**: - Matric + NQF 4 in RE - Valid FFC and Registered with PPRA - Valid driver’s license and own vehicle - Fluent in...


  • Northern Suburbs, South Africa Bridgena Barnard Personnel Group Full time

    Western Cape, CPT - Northern Suburbs - R 8000 - R 10000 Monthly Basic Salary (Negotiable) N/Subs Cape Town Great opportunity to kick-start your career in the Financial Services Sector. Recent Grad needed for an entry-level position in a Financial services industry N/Subs Cape Town Great opportunity to kick-start your career in the Financial Services...


  • Northern Suburbs, South Africa Curo Fund Services (Pty) Ltd. Full time

    **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...

  • Business Manager

    7 days ago


    Northern Suburbs, South Africa PEP Full time

    **Purpose**: To effectively manage and increase the product portfolio for the business’s cellular and technology products. Manage key stakeholder relationships to ensure sustained product and portfolio growth in alignment to the department strategy. As a portfolio and product owner, all Cellular projects will be successfully implemented within scope,...


  • Northern Suburbs, South Africa Communicate Recruitment Full time

    Utilise your post articles experience in managing a team and a portfolio of clients. You will oversee the prepping function of the Financial Reporting and assist with the Audits. Furthermore, ensure the net asset value is completed correctly and assess the daily Financial Administration within your team’s portfolio. Investment purchases Team...

  • Studio Account Manager

    2 months ago


    Northern Suburbs, South Africa 99 Cents Full time

    **WE'RE LOOKING FOR OUR NEXT STUDIO ACCOUNT MANAGER!** Are you a versatile Account Manager who has an in-depth understanding of digital channels? The successful applicant will be able to work across various target markets, platforms and channels. They’ll ideally have retail experience as an advantage (but not essential) and will be able to keep a cool...

  • Business Manager

    3 weeks ago


    Northern Suburbs, South Africa PEP Full time

    To effectively manage and increase both the profitability and the product portfolio for the business. To effectively manage financial services products and key stakeholder relationships to ensure sustained product and portfolio growth. To ensure PEPmoney projects are successfully implemented within scope, time and cost parameters. To fulfill the role of a...

  • Business Manager Paxi

    2 months ago


    Northern Suburbs, South Africa PEP Full time

    Has it been a career dream to work in a cross functional team that is determined to give the PAXI customer the most wanted products and services at the best prices? Are you looking to be challenged with finding and negotiating the best deals and solutions for the PAXI customer? Are you energised by identifying better ways of working and implementing changes...

  • Supervisor

    1 day ago


    Northern Suburbs, South Africa Communicate Recruitment Full time

    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...