Office Portfolio Manager

1 month ago


Pretoria, Gauteng, South Africa People Dimension Full time
Job Title: Office Portfolio Administrator Manager

A leading company in the Financial sector is seeking an experienced Office Portfolio Administrator Manager to join their team in Olympus, Pretoria East.

Key Responsibilities:
  • Supervise and support Executive Client Portfolio Administrators in an office environment, ensuring the execution of intermediary services as defined by the FAIS act.
  • Receive and execute tasks and instructions via electronic means, preparing reports and correspondence, and maintaining client relationships.
  • Liaise with service providers, manage their execution, and maintain ongoing instructions and client portfolios.
  • Contribute to maintaining a professional office environment and influence the team to achieve this goal.
Requirements:
  • Matric Qualification
  • A relevant bachelor's qualification
  • Understanding of economics, financial markets, income tax, and accounting
  • Knowledge of insurance and investment administration and understanding of regulation
  • Minimum 3 years' experience in a similar management role
  • Computer literacy (MS Office), understanding of CRM systems, and swift accurate typing skills
  • Afrikaans and English with good communication, verbal, and writing skills
  • Driver's license and own reliable transport
Personal Competencies:
  • Tactful, patient, group-oriented team player, methodical, detail-conscious, accurate, and tidy
  • Able to operate independently
  • Results-oriented, energetic, productive, and able to show initiative
  • Ability to prioritize activities and adjust effectively
  • Manage difficult situations calmly, with optimism, and be resilient under pressure
Package and Remuneration:

Market-related.

Interested candidates should mail their CV to hr1@peopledimension.co.za.

Shortlisted applicants will be contacted within 2 weeks. If you do not hear from us by then, your application for this position was unsuccessful, but you have been added to our database for future vacancies.



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