Senior Financial Services Coordinator

4 days ago


Durban, KwaZulu-Natal, South Africa Ultra Pharmaceutical and Medical Placements Full time
Job Overview

We are seeking a highly skilled Senior Financial Services Coordinator to join our team at Ultra Pharmaceutical and Medical Placements. As a key member of our organization, you will play a vital role in supporting our Portfolio Managers in delivering exceptional client services.

About the Role

The successful candidate will be responsible for providing administrative support to the Portfolio Managers, ensuring seamless day-to-day operations, and developing strong relationships with clients. You will work closely with our central operations team to implement administrative processes and controls, and act as the primary point of contact for clients.

Main Responsibilities
  • Provide technical support to the Portfolio Managers, ensuring timely completion of client instructions and queries.
  • Oversee the administrative, operational, and client services support for the Portfolio Managers, ensuring a positive professional experience.
  • Capture and prepare client records, upload related documents on relevant client management tools, and maintain data integrity.
  • Schedule tasks on xPlan for reviews in line with agreed client engagement terms.
  • Prepare review packs/documents for Portfolio Manager-client appointments, identifying suitable client needs and liaising with central operations as required.
Requirements

To succeed in this role, you will need:

  • A minimum of 5 years' experience in the financial services industry.
  • Relevant tertiary education or courses.
  • Strong computer skills, including Microsoft Office (Excel, Word, Outlook, and PowerPoint).
  • Experience with Xplan, DMA, Marble, or OPUS is an advantage.
  • Good verbal and written communication skills, with a customer-centric approach.
  • Methodical, accurate, and detail-oriented, with the ability to prioritize, plan, and manage projects effectively.
What We Offer

In return for your expertise and dedication, we offer a competitive salary of $80,000 per annum, plus benefits and opportunities for growth and development within our organization.



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