Portfolio Administrator

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...

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...

Looking to take the next step in your career? A financial services business is seeking a Portfolio Administration Specialist to join their team. The ideal individual will be someone who is a self-starter, with excellent organisational skills and a keen eye for detail. **Responsibilities**: - Assist with opening of new client investment accounts both locally...

**Job Purpose** The Portfolio Manager will be required to maximize the performance and value of the portfolio through strategic and operational planning. To meet these objectives the Portfolio Manager will be required to provide leadership, mentorship, and guidance to the team, and ensure team members perform and are developed to the best of their...

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...

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, 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...

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...

Fantastic opportunity to join a client centric investment management team’s back office as Offshore Administrator. This is a stable and experienced team who are looking for an additional resource in their investment administration team in the Southern Suburbs, Cape Town. This role is responsible for reconciliations in the offshore administration area and...

South Africa’s #1 Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town. To qualify for this position, you need: - NQF 4 or working towards completing your NQF 4 - At least 2 years of experience in a similar position - Experience with rentals - Experience with PayProp - Great administrative skills -...

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,...

Western Cape , CPT - Southern Suburbs Our client, a FSP, is looking for Fraud Administrators to service their clients on their secured and unsecured lending portfolios. Detect and minimise fraudulent activities. Create fraud awareness both internally and with customers and merchants. Engage with internal and external stakeholders in the investigation...

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,...

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 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...

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...

FMS Property Managers currently manage 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...

A great opportunity for an experienced Finance & Administration Assistant whom is looking to further their career. Our client is small to medium size independent assets management group, advising high to ultra high net worth international families. Our client is a global investment company seeking to employ hard working, strong analytical and detailed...

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...