Portfolio Manager Support Specialist

1 week ago


Durban, KwaZulu-Natal, South Africa Accountancy Placements Pietermaritzburg Full time

Company Overview: As a leading provider of accountancy services in Pietermaritzburg, we offer a dynamic and challenging work environment for experienced professionals to grow and develop their skills. Our team is passionate about delivering exceptional results and providing top-notch service to our clients.

Salary: R 350,000 - R 450,000 per annum, depending on experience and qualifications.

Job Description: We are seeking an exceptional Portfolio Manager Support Specialist to join our team. The successful candidate will be responsible for providing administrative support to the portfolio managers, including diary management, marketing material preparation, and operational support. They will also be responsible for capturing and preparing client records, uploading related documents on XPlan, and assisting with the organisation of client events.

Required Skills and Qualifications: To be considered for this role, you must have relevant tertiary education or courses, as well as experience working with XPlan, DMA, Marble, and Opus. Knowledge of the financial services industry, FAIS and FICA legislation, and share portfolio account opening processes is essential. You should also possess methodical, accurate, and meticulous attention to detail.

Benefits: In addition to a competitive salary, we offer a range of benefits, including opportunities for professional development, a dynamic and supportive work environment, and a chance to work with a talented team of professionals.

Others: If you are a motivated and organised individual with a passion for delivering exceptional results, we encourage you to apply for this exciting opportunity. Please submit your application, including your CV and a cover letter outlining your relevant experience and qualifications.



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