Executive Portfolio Manager Lead

2 months ago


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

A leading financial organization is seeking an exceptional Office Portfolio Administrator Manager to oversee executive client portfolio administration.

Key Responsibilities

  • Supervise and support team members in an office setting with executive duties including intermediary services management.
  • Understand, execute, and manage tasks and instructions via various channels.
  • Prepare reports and correspondence, typing, data capturing, and CRM management.
  • Maintain client relationships through effective liaison.
  • Liaise with service providers, instruct, and manage their execution.
  • Keep and execute minutes in meetings, conference calls, or client consultations.
  • Review and maintain ongoing instructions and client portfolios.
  • Contribute to maintaining a professional office environment.

Desired Qualifications

  • Matric qualification
  • A relevant bachelor's degree
  • Understanding of economics, financial markets, income tax, and accounting
  • Knowledge of insurance and investment administration and regulation
  • Minimum 3 years' experience in a similar management role
  • Computer literacy (MS Office), understanding of CRM systems, swift 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 terms will be discussed during the selection process.

Interested?

Please submit your CV to hr1@peopledimension.co.za for consideration.



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