Senior Portfolio Manager Assistant

2 weeks ago


Durban, KwaZulu-Natal, South Africa Ultra Personnel Full time
Key Responsibilities
  • Provide technical support to Portfolio Managers on administrative, operations, and client services.
  • Develop and maintain strong client relationships to ensure a positive experience.
  • Assist with portfolio management administration, including mandate completion and client onboarding.
  • Implement client services experience as defined by the Head of Operations.
  • Act as a point of contact for clients, ensuring efficient delivery of client requirements.
Key Skills and Qualifications
  • Strong computer skills, including Microsoft Office and Xplan.
  • Excellent verbal and written communication skills.
  • High energy, customer-centric, and relationship-oriented individual.
  • Methodical, accurate, and detail-oriented with a self-motivated work ethic.
  • Organizational skills, ability to prioritize, plan, and manage projects.
Knowledge and Competencies
  • Financial Services Industry knowledge and understanding of FAIS and FICA legislation.
  • Share portfolio account opening processes, portfolio transfer, dividend receipts, and payouts.
  • Corporate actions, client statement preparation, and distribution.
  • Strong analytical, math, and research skills, with problem-solving ability and teamwork skills.

As a key member of the Ultra Personnel team, you will be responsible for providing exceptional client services, supporting Portfolio Managers, and driving business growth.



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