Office Portfolio Manager
1 month ago
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.
- 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
- 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
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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