Portfolio Administrator Assistant

The Marketing Assistant at The Royal Portfolio supports the Marketing & Communications Manager in handling Marketing and PR traffic in the company. Assisting with company announcements, press releases, media enquiries and requests, the Marketing Assistant ensures that The Royal Portfolio’s brand, culture and values are portrayed accurately, all of this to...

Sandak-Lewin Property Trust (PTY) Ltd. is seeking an experienced Portfolio Assistant to provide essential administrative support to our team and assist in managing a diverse portfolio of valued clients. This role involves multitasking across various areas, including finance, insurance, maintenance, and general administration, ensuring efficient portfolio...

**Portfolio Administrator/ Wealth Assistant** **R360K** **Silver Lakes (Pretoria)** Excellent career opportunity with a leading financial services investment holding company. You, together with the adviser will be responsible for implementing any investment and/or share portfolio instructions and providing after sales service offering to customers,...

**Main Purpose**: - To support and provide administrative assistance to the IT Portfolio Office. **Key Responsibilities**: - Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and research - Request, receive and consolidate Project Status reports - Maintain a Project...

Job 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...

Join 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...

Fund set-up, maintenance and record keeping - Set-up and maintenance of trading templates. - Input and send authorised trade instructions on behalf of the investment manager - Managing and controlling all transactions processed between relevant parties namely, the IFA, LISP, investment administrator, Manco, pricing administrator, custodian, investment...

Our financial recruitment desk currently has a vacancy for a Portfolio Administrator. Our multiple award-winning client is one of South Africa’s top Financial Planning Institutes. To be considered for this position you will have the following: - BCom degree (Honours preferred). - 3 years’ experience in investment administration. - 3 years’ experience...

Job SummaryiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Property Portfolio Administrator to manage a portfolio of 350-450 properties. The ideal candidate will have a strong administrative background and experience with rentals environments.Key Responsibilities:• Manage a large property portfolio•...

Job 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...

Key Responsibilities:Daily updating of various spreadsheetsDaily monitoring of corporate actions, cash and performanceConducting quarterly rebalancing of trackersTrading of local and offshore carveout portfolios according to the modelSend trade notes to advisory clients within 3 days of executing bulk trades.Send corporate action notifications to clients at...

Key Responsibilities: - Daily updating of various spreadsheets - Daily monitoring of corporate actions, cash and performance - Conducting quarterly rebalancing of trackers - Trading of local and offshore carveout portfolios according to the model - Send trade notes to advisory clients within 3 days of executing bulk trades. - Send corporate action...

We are an established property management company in Cape Town and are looking for a Portfolio Administrator to join our Head Office on a full time basis. **Key Responsibilities and Duties**: Assisting Portfolio Managers in the management of residential and commercial complexes including Sectional Title, Homeowners Association and Shareblocks Supporting...

**1) General Portfolio Administration (CIS, Models or Wrap Funds and Securities)** Focusing on the following operational processes: - Product set-up, maintenance & record keeping. - Managing & controlling all transactions processed between relevant parties namely, LISP, investment administrator, investment manager & underlying fund manager. - Set-up &...

FMS 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...

Our client, an Investment Consultant Company, is looking for a **Senior Portfolio Administrator** to join their team in the **Plattekloof, **Cape Town, area. **Job Summary**: This role will require the Senior Portfolio Administrator to perform all asset administration related functions required for the administration of collective investment scheme...

**Description** Our client, an **Investment Consultant Company**, is looking for a **Junior** **Portfolio Administrator** in the **Plattekloof area.** **Job Summary**: This role will require the Portfolio Administrator to perform all asset administration related functions required for the administration of collective investment scheme...

Job SummaryThis role involves daily updating of various spreadsheets, monitoring corporate actions, and conducting quarterly rebalancing of trackers. The ideal candidate will have a Bachelor's degree in finance or a related field and 0-3 years of experience in investment administration.Key ResponsibilitiesDaily Spreadsheet Updates: Ensure the accuracy and...

IGrow Wealth Investments, 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 -...

We are looking for a Fiduciary Portfolio Administrator to join our team at TalentCru. As a key member of our operations team, you will be responsible for providing administrative support and ensuring smooth operational processes for client accounts.The ideal candidate will have a strong technical knowledge of client administration transactions and financial...