Portfolio Administrator
4 weeks ago
We are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at TalentCru. As a key member of our financial services team, you will play a critical role in providing administrative support to our stakeholders.
Key Responsibilities- Provide administrative support to the financial services team, including data collection, tracking, and forecasting.
- Assist with the preparation and completion of settlement documentation, including release of securities.
- Ensure accurate and timely updates to SAP, including client information, security registration, and valuations reports.
- Investigate non-payment by clients and follow up on arrears/outstanding payments.
- Generate and complete LODs for overdue payments and place clients on alternate rates as necessary.
- Perform other administrative duties as required, including filing, data entry, and report writing.
- National Diploma in Commerce or equivalent.
- Minimum of 2-5 years' experience in a financial services administrative environment.
- Understanding and knowledge of the investment process.
- Experience in customer service and care.
- Basic Excel skills.
- Stakeholder management.
- Customer insight and focus.
- Analytical thinking.
- Information searching.
- Process orientation.
- Attention to detail.
- Planning and organizing.
- Relationship building.
- Self-starter/proactive.
- Willing to learn.
-
Portfolio Administrator
1 month ago
Sandton, South Africa TalentCru Full timeJob Title: Portfolio AdministratorAt TalentCru, we are seeking a highly skilled and organized Portfolio Administrator to join our team. As a key member of our financial services department, you will play a critical role in providing administrative support to our stakeholders.Key Responsibilities:Administrative Support: Provide efficient and effective...
-
Change Portfolio Administrator
5 months ago
Sandton, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...
-
Portfolio Manager
4 weeks ago
Sandton, South Africa TalentCru Full time{"title": "Portfolio Manager", "description": "Job SummaryTalentCru is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for monitoring and evaluating our investment portfolio, assisting in customer support, and post-investment management to ensure the company and economy derive the financial and...
-
Portfolio Manager
2 months ago
Sandton, South Africa TalentCru Full timeAbout the RoleTalentCru is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for monitoring and evaluating our organization's portfolio, assisting in customer support, and post-investment management to ensure the company and the economy derive the financial and developmental benefits envisaged by...
-
Portfolio Manager
5 months ago
Sandton, South Africa Excellerate Full time**Main purpose / objective of the position**: To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...
-
Portfolio Manager
5 months ago
Sandton, South Africa Redefine Properties Limited Full timePortfolio Manager **Primary Purpose of the Job** To assume responsibility and accountability for the performance of the portfolio and the people therein. To ensure investment growth through maximization of the net income on each property through effective property management and asset control. **Key Performance Areas (KPA’s)** - To assume responsibility...
-
Portfolio Manager
5 months ago
Sandton, South Africa Momentum Securities Full time**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...
-
Portfolio Manager
5 months ago
Sandton, South Africa CBRE Excellerate Full time**Main purpose / objective of the position**: To manage a building / cluster of buildings by optimizing the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...
-
Portfolio Administrator
5 months ago
Sandton, South Africa Guardrisk Full time**Introduction** - To provide administrative support to the GGI UMA Binder and UMA Broker Binder and outsource team, ensuring ongoing assistance to align with GGI Scorecard, regulatory requirements, and service offered to our clients.**Role Purpose** - To provide administrative support to the GGI UMA Binder and UMA Broker Binder and outsource team, ensuring...
-
Portfolio Manager
5 months ago
Sandton, South Africa CBRE Excellerate Full time**Main purpose / objective of the position**: To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...
-
Portfolio Administrator
5 months ago
Sandton, South Africa IDC Full timeTo promptly and efficiently assist the department by providing an efficient and effective administrative role to achieve business objectives and to provide support to the various stakeholders. **Qualification and Experience** Qualifications**: - Matric - A three-year National Diploma in Commerce or equivalent **Knowledge and Skills**: - Minimum of 3-5...
-
Portfolio Administrator
1 month ago
Sandton, South Africa IDC Full timeTo promptly and efficiently assist the department by providing an efficient and effective administrative role to achieve business objectives and to provide support to the various stakeholders **Qualification and Experience** Qualifications**: - National Diploma in Commerce or equivalent. **Knowledge and Experience**: - Minimum of 2-5 years’ experience...
-
Portfolio Administrator
4 weeks ago
Sandton, South Africa Jobted ZA C2 Full timeTo promptly and efficiently assist the department by providing an efficient and effective administrative role to achieve business objectives and to provide support to the various stakeholders Qualifications: - National Diploma in Commerce or equivalent. Knowledge and Experience: - Minimum of 2-5 years’ experience in a Financial Services...
-
Portfolio Administrator
1 month ago
Sandton, South Africa TalentCru Full timeTo promptly and efficiently assist the department by providing an efficient and effective administrative role to achieve business objectives and to provide support to the various stakeholdersQualifications:National Diploma in Commerce or equivalent.Knowledge and Experience:Minimum of 2-5 years’ experience in a Financial Services administrative...
-
Portfolio Administrator
1 month ago
Sandton, South Africa TalentCru Full timeTo promptly and efficiently assist the department by providing an efficient and effective administrative role to achieve business objectives and to provide support to the various stakeholders Qualifications: National Diploma in Commerce or equivalent. Knowledge and Experience: Minimum of 2-5 years’ experience in a Financial Services administrative...
-
Portfolio Optimization Strategist
3 weeks ago
Sandton, South Africa Coca-Cola Beverages Africa Full timeAbout Coca-Cola Beverages AfricaWe are a leading beverage company with a rich history and a strong presence in Africa. Our mission is to refresh, reimagine and reinvigorate lives through our beverages and sustainable business practices.Job DescriptionWe are seeking a highly skilled Portfolio Optimization Strategist to join our team in Johannesburg. As a...
-
Junior Portfolio Manager
5 months ago
Sandton, South Africa Momentum Securities Full time**Introduction** - Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full...
-
Junior Portfolio Manager
2 months ago
Sandton, South Africa Momentum Securities Full time**Introduction** - Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full...
-
Portfolio Manager
5 months ago
Sandton, South Africa Secondments Recruitment Full time**Job Advert Summary**: To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To contribute towards the...
-
Property Portfolio Manager
7 days ago
Sandton, South Africa Sanlam Full time**Who are we?** **Sanlam Investment Group** The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively...