Portfolio Administrator Role
6 days ago
The Portfolio Administrator will be responsible for ensuring the accurate production of all client portfolio review documentation and reports. This includes regularly updating and maintaining client, insurance, and investment information in the client management system.
Duties & Responsibilities:- New business implementation
- Marketing plan implementation
- Relief reception duties
- Compliance with FAIS and FICA acts and other relevant legislation
The successful candidate will have a degree or diploma in finance, minimum 2 years' experience, industry-related training, and proficiency in MS Office Word and Excel. Attention to detail and creative thinking are essential skills for this role.
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portfolio administrator
2 weeks ago
Cape Town, Western Cape, South Africa HR Genie Full timeYour:Formal EducationMatric and relevant subsection skills:Language skills for client and advisor communication (Principles of sound English and Afrikaans);Basic math skills for reconciliations (investigating discrepancies).ExperienceExperience in a financial services or investment related administrative environment.will enable you to fulfill the following...
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Investment Portfolio Administrator
5 hours ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAquarius Specialist Recruitment is a global fund adviser providing independent investment insights and services to institutional investors, wealth managers, and independent financial advisers.The role of the Operations Analyst is a diverse position suited to an organized and process-driven candidate who has an interest in the investments industry. The key...
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Portfolio Management Assistant Role
5 days ago
Cape Town, Western Cape, South Africa RMB Full timeJob OverviewThe Portfolio Management Assistant will provide administrative support to a team of Portfolio Managers, ensuring the smooth operation of client books in an administrative, trading, and client servicing capacity.The successful candidate will be responsible for implementing policies and procedures, ensuring controls are in place to minimise losses,...
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Property Portfolio Administrator
2 days ago
Cape Town, Western Cape, South Africa Time Personnel Full timeRole SummaryWe are seeking an experienced Property Portfolio Administrator to join our team at Time Personnel. The successful candidate will be responsible for managing a portfolio of sectional title properties, including liaison with customers, property owners, body corporates, and other stakeholders. They will also oversee annual general meetings, manage...
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Insurance Portfolio Administrator
2 days ago
Cape Town, Western Cape, South Africa Sanlam Full timeJob DescriptionThis role involves successfully managing the administration of an outsourced recoveries portfolio, providing instructions to attorneys and debt collectors, and attending to the service needs of clients and brokers.The ideal candidate will have strong client service orientation, information acquisition and investigation skills, time management...
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Portfolio Administrator
6 days ago
Cape Town, Western Cape, South Africa Status Staffing Full timeReference: PC001451-RC-1Our client in Pinelands specializes in investment offers and wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing client relationship.Duties & ResponsibilitiesEMPLOYMENT TYPE:...
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Portfolio Administrator Job Opening
5 days ago
Cape Town, Western Cape, South Africa Findojobs South Africa Full timeWealth Planning Associate PositionThis role offers an exciting opportunity to join a dynamic Wealth Management company as a Wealth Planning Associate.About the Role:You will provide administrative support to a Wealth Manager, ensuring seamless management of client portfolios.Key Responsibilities:Assist the Wealth Manager in managing client...
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Rental Portfolio Administrator
5 days ago
Cape Town, Western Cape, South Africa Vhrs Full timeVhrs is looking for a skilled Rental Portfolio Administrator to manage a diverse range of properties, including luxury Airbnb units, student accommodations, and long-term rentals.In this role, you will assist with daily property operations, handle guest and tenant communication, and oversee logistical tasks such as cleaning and maintenance scheduling.As a...
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Property Portfolio Administrator
5 days ago
Cape Town, Western Cape, South Africa Talent Shore SA Ltd Full timeJob Title: Property Portfolio Administrator">About Our Company:">Talent Shore SA Ltd is a dynamic and growing property management company that provides excellent services in London, Hertfordshire, and Essex.">We pride ourselves on our commitment to excellence and are now looking for a Property Portfolio Administrator to join our team remotely and contribute...
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Senior Administrator Role
5 days ago
Cape Town, Western Cape, South Africa Apex Group Full timeThe Apex Group is committed to delivering exceptional service to our clients, and we are seeking a skilled Senior Administrator to join our team.This role offers an exciting opportunity to develop your knowledge in Corporate Governance and Company Law, working closely with senior management to provide administration and Company Secretarial services to client...
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Portfolio Administrator Pinelands
2 weeks ago
Cape Town, Western Cape, South Africa Status Staffing Full timeReference: PC001451-RC-1Our client in Pinelands specializes in investment offers and wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing client relationship.Duties & ResponsibilitiesEMPLOYMENT TYPE:...
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Commercial Portfolio Administrator
15 hours ago
Cape Town, Western Cape, South Africa Macdonald & Company Full timeOur client is looking for a skilled Commercial Portfolio Administrator to manage their retail property in the Northern Suburbs of Cape Town.Key duties include:Preparing financial reportsEnsuring compliance with regulationsExecuting maintenance tasksSupervising contractorsAssisting tenantsCoordinating fit-outsAuthorizing paymentsEnsuring timely...
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Real Estate Portfolio Administrator
2 days ago
Cape Town, Western Cape, South Africa SKG Properties Full timeAbout the Opportunity**Job Summary**We are seeking an experienced and organized property administration professional to join our team at SKG Properties. The successful candidate will provide support and assistance in all aspects of the day-to-day administration of the rental portfolio.**Key Responsibilities**Ensure accurate leasing administration, billing,...
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Portfolio Accounting Specialist
5 days ago
Cape Town, Western Cape, South Africa Opus Fund Services Full timeAt Opus Fund Services, we're committed to delivering exceptional fund administration solutions that meet our clients' evolving needs. Our Portfolio Accounting team is a key part of this effort, working closely with clients to ensure the accuracy and timeliness of their portfolio reporting.We're currently seeking an experienced Portfolio Accounting Specialist...
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Portfolio Manager Associate
5 days ago
Cape Town, Western Cape, South Africa RMB Full timeAbout the RoleThis is an exciting opportunity to join our team as a Portfolio Manager Associate. The successful candidate will provide administrative support to a group of Portfolio Managers, ensuring the effective management of client books.Duties and responsibilities include:Building and maintaining stakeholder relationships.Ensuring compliance with...
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Investment Portfolio Coordinator
1 day ago
Cape Town, Western Cape, South Africa C40 Cities Full timeAbout the Company:">C40 Cities is a leading provider of independent investment insights and services to institutional investors, wealth managers, and independent financial advisers. We pride ourselves on our commitment to excellence and our dedication to delivering exceptional results for our clients.Job Summary:">We are seeking a highly motivated and...
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Portfolio Accounting Specialist
5 days ago
Cape Town, Western Cape, South Africa Opus Fund Services Full timeOpus Fund Services is committed to integrity and excellence in our work. Our team operates with a set of core values: questioning everything, embracing change, building not buying, winning together, and doing the right thing. As a certified Great Place to Work in multiple countries, we prioritize innovation, accountability, and delivering quality...
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Investment Portfolio Coordinator
5 days ago
Cape Town, Western Cape, South Africa Wesbank Full timeJob DescriptionWe are seeking a highly skilled and motivated Investment Portfolio Coordinator to join our team in providing administrative support to our Portfolio Managers.Your primary responsibilities will include:Managing client books, ensuring accurate and timely updates.Providing exceptional customer service, responding to inquiries, and resolving...
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Financial Portfolio Support Specialist
5 days ago
Cape Town, Western Cape, South Africa Findojobs South Africa Full timeWealth Management AssistantThe role involves providing administrative support to a Wealth Manager in managing client portfolios.Responsibilities:Portfolio Administration: Provide administrative support to the Wealth Manager, ensuring seamless management of client portfolios.Client Service: Ensure excellent client service by maintaining effective...
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HR Leader for Luxury Hospitality
4 days ago
Cape Town, Western Cape, South Africa The Royal Portfolio Full timeThe Royal Portfolio is seeking an experienced HR Manager to oversee all people-related policies, practices, and procedures at The Silo Hotel.Key ResponsibilitiesFoster a high-performance culture while ensuring legal compliance and employee well-beingSupport the hotel's leadership in delivering a people strategy that aligns with The Royal Portfolio's Vision,...