Strategic Portfolio Coordinator

6 days ago


Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

**Job Overview**

Aquarius Specialist Recruitment is seeking a highly organized and detail-oriented Strategic Portfolio Coordinator to join their team. In this role, you will be responsible for providing administrative support to the Investment Team, ensuring seamless model portfolio implementation and maintenance.

Main Responsibilities:

  1. Model Portfolio Administration: Ensure accurate and timely administration of local and offshore model portfolios, including data entry, reporting, and compliance checks.
  2. Client Service Support: Provide exceptional client service by responding to queries, resolving issues, and maintaining strong relationships with clients.
  3. Relationship Building: Foster strong working relationships with internal teams, external service providers, and clients to ensure effective communication and collaboration.

Requirements:

  • Bachelor's degree in Business Administration or related field.
  • Minimum 2 years of experience in financial services, preferably in a similar role.
  • Excellent organizational and time management skills.
  • Strong analytical and problem-solving abilities.
  • Proficient in Microsoft Excel and other relevant software.

Why Choose Us:

We offer a dynamic work environment, opportunities for growth and development, and a competitive compensation package.


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