Financial Services Portfolio Coordinator
1 month ago
People Dimension, a leading company in the Financial sector, is seeking a skilled Executive Client Portfolio Administrator to join our Pretoria East office.
Job Summary:
We are looking for an individual with excellent administrative skills and a strong understanding of financial services to support our Financial Planners in a dynamic office environment.
Duties and Responsibilities:
- Provide general and client portfolio administration with executive duties, including but not limited to:
- Executing and managing intermediary services as defined by the FAIS act;
- Receiving and executing tasks and instructions via various communication channels;
- Preparing reports and correspondence, typing, data capturing, and CRM management;
- Maintaining client relationships through liaison via email, telephone, etc.;
- Liaising with service providers, providing instructions, and managing their execution;
- Keeping and executing minutes in meetings, conference calls, or client consultations;
- Reviewing and maintaining ongoing instructions and client portfolios;
- Contributing to maintaining a professional office environment.
Desired Experience and Qualifications:
- A matric qualification;
- A relevant bachelor's degree or at least matric with mathematics and/or commercial subjects such as accounting, economics, etc.;
- A basic understanding of economics, financial markets, income tax, and accounting;
- Knowledge of insurance and investment administration, and an understanding of regulations;
- Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills;
- Afrikaans and English with good communication, verbal, and writing skills;
- A valid driver's license and own reliable transportation.
Personal Competencies:
- Tactful, patient, group-oriented team player, methodical, detail-conscious, accurate, and tidy;
- Able to operate independently;
- Results-orientated, energetic, productive, and able to show initiative;
- Ability to prioritise activities and adjust effectively;
- Manage difficult situations calmly, with optimism, and be resilient under pressure.
Package and Remuneration:
R 15 000 CTC per month. Salary commensurate with experience.
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