Current jobs related to Portfolio Administrator Job Opening - Cape Town, Western Cape - Findojobs South Africa

  • Portfolio Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa APEX Group Full time

    About APEX GroupWe're a people-powered business dedicated to driving positive change in financial services. Established in 2003, we've disrupted the asset serving industry through innovation and talent.Our unique single-source solution harnesses leading technology and cross-jurisdictional expertise delivered by a long-standing management team and over 13,000...

  • Portfolio Administration Professional

    5 hours ago

    Cape Town, Western Cape, South Africa beBee Careers Full time

    About the PositionThis Portfolio Administration Professional role involves providing support for portfolio administration, research, and deal execution. The ideal candidate will have a master's degree in business or finance, CA(SA)/ CFA certification, and experience in supporting investment transactions.ResponsibilitiesAssist in investment valuations and...

  • Portfolio Administration Specialist

    6 hours ago

    Cape Town, Western Cape, South Africa APEX Group Full time

    We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us.About Us:We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial...

  • Manager, Portfolio

    5 hours ago

    Cape Town, Western Cape, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Business & Commercial BankingTo provide an overall administrative and credit management responsibility for the portfolio. To ensure that all compliance requirements within the portfolio are met. To support the Relationship Manager in meeting revenue growth and customer experience targets within the respective portfolio.QualificationsMinimum...

  • Portfolio Administrator

    5 hours ago

    Cape Town, Western Cape, South Africa beBee Careers Full time

    Job Description:We are seeking a highly skilled Portfolio Manager to oversee the management of our portfolio. The ideal candidate will have a solid understanding of basic accounting concepts and be proficient in reconciling and preparing account statements for payment.The Portfolio Manager will be responsible for receiving and auditing council accounts,...

  • Rental Portfolio Administrator

    5 days ago

    Cape Town, Western Cape, South Africa Enderstein Malumbete Inc Full time

    Enderstein Malumbete Inc, a rapidly growing estate agency based in the Southern Suburbs, is seeking a Senior Rental Administrator to join their expanding rental department.Job OverviewThis key role involves providing administrative support for the day-to-day operations of the office, focusing on the Sectional Title Rental Portfolio. As a senior member of the...

  • Portfolio Administrator Specialist

    6 days ago

    Cape Town, Western Cape, South Africa Status Staffing Full time

    Company OverviewOur client in the financial industry specializes in investment offers and wealth management. They are seeking a Portfolio Administrator to assume responsibility for performing tasks related to administrative services, contributing to ongoing client relationships.SalaryThe compensation package for this role includes a basic salary of R18 000...

  • Administrative Portfolio Coordinator

    1 week ago

    Cape Town, Western Cape, South Africa Wesbank Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Portfolio Management Assistant.The successful candidate will be responsible for providing administrative support to a group of Portfolio Managers, ensuring that policies and procedures are properly implemented, and participating in all business projects.This role...

  • Portfolio Administrator

    3 weeks ago

    Cape Town, Western Cape, South Africa Status Staffing Full time

    Reference: PC001451-RC-1Our client in Pinelands specializes in investment offers and wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing client relationship.Duties & ResponsibilitiesEMPLOYMENT TYPE:...

  • Portfolio Administration Specialist

    1 week ago

    Cape Town, Western Cape, South Africa MSP Staffing Pty Ltd Full time

    MSP Staffing Pty Ltd is looking for a seasoned Portfolio Administration Specialist to provide critical support to our investment team.The successful candidate will have a proven track record in building and maintaining financial models, as well as experience in performing DCF and other valuation methodologies.Main responsibilities include:Assisting in the...

  • Portfolio Manager

    7 days ago

    Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job OverviewAs a Property Management Professional, you will be responsible for managing a portfolio of properties in a specific area. This role requires excellent communication and organizational skills to develop and grow relationships with property owners.Duties and ResponsibilitiesManage a portfolio of properties to ensure key performance standards are...

  • Portfolio Administration Expert

    1 week ago

    Cape Town, Western Cape, South Africa Maxfund, Inc. Full time

    Portfolio Administration Expert at Maxfund, Inc.This Portfolio Administration Expert role supports the Corporate Actions function by verifying corporate elections received and reconciling the accuracy of corporate actions processing.The responsibilities include checking and verifying corporate actions notifications loaded on the system, instructing elective...

  • Senior Administrative Officer Job Opening

    2 days ago

    Cape Town, Western Cape, South Africa Western Cape Full time

    **Requirements:**To be successful in this position, you must have a Grade 12 (Senior Certificate or equivalent) and at least 6 years of administration experience.A valid Code B or higher driving license is also required, although exceptions may be made for candidates with disabilities that restrict driving abilities but who have reasonable access to...

  • Senior Portfolio Executive Job Description

    3 days ago

    Cape Town, Western Cape, South Africa Parvana Strategic Sourcing Full time

    **Key Responsibilities:**Act as the company's ambassador in the market - be professional, responsible, kind, and responsive to all stakeholders.Maintain and enhance existing stakeholder relationships with a focus on tenant retention.Oversee the day-to-day management of a portfolio of commercial properties.Ensure CRM software is updated with respect to all...

  • Western Cape RPA Automation Engineer Job Opening

    2 weeks ago

    Cape Town, Western Cape, South Africa Job Crystal Full time

    RPA Developer - Western CapeWe are currently looking for a skilled RPA Developer to join our team in the Western Cape. In this role, you will be responsible for designing and implementing automation solutions using Blue Prism.The ideal candidate will have a deep understanding of the Blue Prism Platform and its functionalities, as well as experience with SQL,...

  • Portfolio Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job Description:We are seeking a skilled and experienced Portfolio Manager to join our team at West Coast Personnel.The successful candidate will be responsible for managing a portfolio of properties in a specific area, developing and growing relationships with property owners, and ensuring property hosts maintain key performance standards.This is a...

  • Portfolio Administrator Pinelands

    4 weeks ago

    Cape Town, Western Cape, South Africa Status Staffing Full time

    Reference: PC001451-RC-1Our client in Pinelands specializes in investment offers and wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing client relationship.Duties & ResponsibilitiesEMPLOYMENT TYPE:...

  • Investment Portfolio Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa Apex Group Ltd Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Fund Accountant to join our team at the Apex Group Ltd. The successful candidate will be responsible for managing and performing fund valuations within the Institutional Funds space.The role requires administering funds efficiently, accurately, and within daily deadlines. The candidate will...

  • HR Administrator

    1 week ago

    Cape Town, Western Cape, South Africa Medipost Full time

    Job Title: Human Resources AdministratorWe are looking for a highly skilled and professional Human Resources Administrator to join our dynamic team. The successful candidate will be based in WC CDU and will be responsible for managing general administration between the HR Department, employees, and/or line managers.ResponsibilitiesIssuance of work...

  • IT Portfolio Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Datonomy Full time

    Responsibilities and ExpectationsThe Product Manager will serve as the primary point of contact for delivering analytical products and services.This role requires a seasoned professional with strong leadership and influencing skills to empower the team to deliver strategic business outcomes.Key Performance IndicatorsManage a portfolio of varying...

Portfolio Administrator Job Opening

3 weeks ago

Cape Town, Western Cape, South Africa Findojobs South Africa Full time

Wealth Planning Associate Position

This role offers an exciting opportunity to join a dynamic Wealth Management company as a Wealth Planning Associate.

About the Role:

You will provide administrative support to a Wealth Manager, ensuring seamless management of client portfolios.

Key Responsibilities:

  1. Assist the Wealth Manager in managing client portfolios.
  2. Maintain accurate records and documentation.
  3. Ensure effective communication with clients and stakeholders.
  4. Support the Wealth Manager in preparing reports and presentations.

Requirements:

  • 3-4 years' experience in financial planning.
  • A commerce or financial degree from a reputable tertiary institution.
  • CFP or studying towards a postgraduate diploma in financial planning would be advantageous.