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...

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...

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...

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...

Our client, an Asset Management Company based in the Southern Suburbs of Cape Town, is seeking a Portfolio Administration Specialist to join their team.Key Responsibilities:Manage the opening and onboarding of new client investment accounts in South Africa and Switzerland/offshore.Dealing with new clients during the onboarding process, this may be in person...

To perform end to end administrative functions across the Collections and Recoveries portfolios, as well as to fulfil a support role for all our external Debt Collections. - **Daily Activities**: - Query resolution and escalation management according to SLA - Provide administration support to EDC - Compliance to the Collections strategy - Conduct...

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...

**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...

**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,...

**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...

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...

To assist and support the Head of Recoveries and Specialised Collections. The EDC Relationship Manager will also be responsible for ensuring that the outsourced providers and partners deliver in accordance with pre-agreed service levels and Tenacity’s policies and standards. **Responsibilities**: **1. EDC Relationship Management** - Manage the day to day...

Western Cape, Southern Suburbs Market related salary includes pension & medical aid A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. They offer a full range of financial services including: Investment & Portfolio...

Compile all relevant client details to ensure compliance with Fica & Fais. Manage the filing, release funds, authenticate where necessary and assist the Manager with various client matters. The ideal individual for this role thrives on structure, and client services and takes pride in delivering excellent support. Responsible for client onboarding Maintain...

Northern Suburbs. Salary - Market related. **Qualifications: Honours degree in Finance / Accounting / Mathematics or related.** **Preferred: CA(SA)/ACCA/CIMA** **Purpose**: Meeting and exceeding SLA requirements for exceptional service delivery will be at the forefront of your responsibilities, as we strive to provide the best possible experience to our...

Having worked either at a Financial services institution with advisory-related matters or assisting in wealth administration is highly required. Our client who is situated in the Southern Suburbs would like to appoint an experienced administrator who enjoys the administration function and is passionate about client services. You will have worked with FICA,...

Job Title and Job Grade Property Administrator Job grade: B5 Job Purpose Provides administrative support to the Property Manager to manage a property portfolio. Responsible for administrating leases, debtor’s administration and recovery and building maintenance administration. Ensures that proper records are kept of all contracts and invoices. Prepares,...

If you enjoy doing administration in a financial service setting, then please reach out. Our client is a financial and wealth management boutique. Located in the Southern Suburbs, they have an exceptional client base, and longstanding relationships and pride themselves on excellent client services and staff development. If you have a minimum of 3 to 5 years...

Grab this opportunity where you will be given the chance to study and work **AT THE SAME TIME**! We are offering a 12 month Learnership programme where successful applicants will attend classroom-based training combined with practical on-the-job work experience in our Customer Services team to obtain a nationally recognised qualification in Contact Centre...

To manage the daily activities and driving the performance of the Debt Review team to ensure business objectives are met. Manage all functions of the Specialised Collections Department including Debt Review, Accounts under Administration, Consolidation, missing payments and Hardship Benefits. To perform end to end administrative functions across the Debt...