Office Portfolio Administrator Manager

2 months ago


Pretoria, Gauteng, South Africa People Dimension Full time
Job Title: Office Portfolio Administrator Manager

We are seeking a highly skilled and experienced Office Portfolio Administrator Manager to join our team at People Dimension.

Job Summary:

The successful candidate will be responsible for supervising and supporting Executive Client Portfolio Administrators in an office environment, ensuring the smooth execution of intermediary services as defined by the FAIS act.

Key Responsibilities:

  • Supervise and support Executive Client Portfolio Administrators in an office environment.
  • Understand, execute, and manage intermediary services as defined by the FAIS act.
  • Receive and execute tasks and instructions via email, electronic voice, and telephone.
  • Prepare reports and correspondence, typing, data capturing, and CRM.
  • Maintain client relationships, liaison via email, telephone, etc.
  • Liaise with service providers, instructions to, and management of their execution.
  • Keep and execute minutes in meetings, conference calls, or in client consultations.
  • Review and maintain ongoing instructions and client portfolios.
  • General influence to maintain a professional office environment.

Requirements:

  • Matric qualification.
  • A relevant bachelor's qualification.
  • Understanding of economics, financial markets, income tax, and accounting.
  • Knowledge of insurance and investment administration and understanding of regulation.
  • Minimum 3 years' experience in a similar management role.
  • Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills.
  • Afrikaans and English with good communication, verbal, and writing skills.
  • Driver's license and own reliable transport.

Personal Competencies:

  • Tactful, patient, group-oriented team player, methodical, detail-conscious, accurate, and tidy.
  • Able to operate independently.
  • Results-oriented, energetic, productive, and able to show initiative.
  • Ability to prioritize activities and adjust effectively.
  • Manage difficult situations calmly, with optimism, and be resilient under pressure.

Package and Remuneration:

Market-related.

How to Apply:

Please mail your CV to People Dimension.

Shortlisted applicants will be contacted within 2 weeks. If you do not hear from us by then, your application for this position was unsuccessful, but you have been added to our database for future vacancies.



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