Financial Services Portfolio Coordinator

1 month ago


Pretoria, Gauteng, South Africa People Dimension Full time
About Us

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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