Administrative Portfolio Specialist

22 hours ago


Cape Town, Western Cape, South Africa Accountancy Placements Pietermaritzburg Full time

Accountancy Placements Pietermaritzburg is seeking a skilled Administrative Portfolio Specialist to join our team. In this role, you will provide administrative support to our portfolio managers, implement client services experiences, and act as a point of contact for clients.

You will also be responsible for capturing and preparing client records, uploading related documents on XPlan, and collaborating with the events coordinator to plan and execute client events. To be successful in this position, you will need to possess a solid understanding of the financial services industry, including regulations such as FAIS and FICA.

A degree in business administration or a related field will be beneficial, along with experience in XPlan, DMA, Marble, and Opus. We offer a competitive salary of approximately R200,000 per annum, depending on experience, along with a comprehensive benefits package. If you are a detail-oriented and methodical individual with a passion for delivering exceptional client experiences, please apply for this exciting opportunity.



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