Portfolio Manager Liaison
3 weeks ago
We are seeking a highly organized and detail-oriented Portfolio Manager Liaison to join our team at Accountancy Placements Pietermaritzburg.
The ideal candidate will have a strong understanding of the financial services industry and be able to provide excellent administrative support to our portfolio managers.
Key Responsibilities:
- Provide administrative support to portfolio managers, including diary management and marketing material coordination.
- Implement and maintain high-quality client services experience.
- Assist with the organization of client events.
- Facilitate technology solutions for portfolio managers.
Requirements:
- Knowledge of the financial services industry.
- Understanding of FAIS and FICA legislation.
- Relevant tertiary education or courses.
- Experience with XPlan, DMA, Marble, and Opus.
- Methodical, accurate, and meticulous attention to detail.
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