Financial Services Portfolio Manager Support Specialist

1 week ago


Cape Town, Western Cape, South Africa Ultra Personnel Full time

At Ultra Personnel, we are seeking a highly skilled and experienced Financial Services Portfolio Manager Support Specialist to join our team. As a key member of our operations team, you will play a critical role in providing technical support to our Portfolio Managers, ensuring the efficient delivery of client requirements.

About the Role

This is an exciting opportunity for a talented individual who is passionate about delivering exceptional customer service and has a strong understanding of the financial services industry. The ideal candidate will have a minimum of 5 years' experience in a similar role and be well-versed in FAIS and FICA legislation.

Key Responsibilities
  • Provide technical support to Portfolio Managers, ensuring timely completion of client instructions
  • Work closely with Advisor offices and central operations teams to ensure seamless execution of client transactions
  • Develop and maintain strong relationships with clients, ensuring a positive professional experience
  • Perform administrative tasks, including capturing and preparing client records, uploading related documents, and maintaining data integrity
  • Prepare client briefs, review packs, and other documentation as required
  • Coordinate case-specific enquiries with internal/external product and service providers
Requirements

To be successful in this role, you will need:

  • A minimum of 5 years' experience in a financial services industry role
  • Relevant tertiary education or courses
  • Investment/stock broking experience is highly desirable
  • Strong computer skills, including Microsoft Office (Excel, Word, Outlook, and PowerPoint) and experience with Xplan, DMA, Marble, and OPUS
  • Excellent verbal and written communication skills
  • A high energy level, customer-centric approach, and ability to work effectively in a team environment
  • Meticulous attention to detail, organizational skills, and ability to prioritize tasks

We offer a competitive salary of approximately $60,000 per annum, commensurate with experience, and a range of benefits that reflect our commitment to employee satisfaction and well-being.



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