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Administrative Support for Portfolio Managers

3 weeks ago

Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full time
About the Role

We are seeking a highly organized and detail-oriented Portfolio Operations Coordinator to join our team at Sanlam Private Wealth. As a key member of the portfolio management team, you will be responsible for coordinating day-to-day operations, managing client relationships, and contributing to the growth and development of our clients' portfolios.

Main Accountabilities
  • Client Service:
    • Providing exceptional service to clients, responding to queries, and resolving issues promptly.
    • Collaborating with portfolio managers to ensure seamless client communication.
  • Operational Coordination:
    • Coordinating office activities, including switchboard duties, meeting preparation, and document management.
    • Managing refreshments for meetings and office events.
  • Data Management:
    • Maintaining accurate records and data, including client information, mandate details, and transaction history.
    • Preparing reports and submissions as required.