Office Portfolio Administrator Manager

2 weeks ago

Pretoria, South Africa People Dimension Full time

**Introduction**

A leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East.

**Duties & Responsibilities**
- Supervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to:

- Understand, execute and manage intermediary services as defined by the FAIS act.
- Prepare reports and correspondence, typing, data capturing and CRM;
- Liaison with service providers, instructions to and management of their execution;
- Keeping and execution of minutes, in meetings, conference calls or in client consultation;
- Review and maintain ongoing instructions and client portfolios;
- General influence to maintain a professional office environment

**Desired Experience & Qualification**
- Matric Qualification
- A relevant bachelors qualification
- Understanding of economics, financial markets, income tax and accounting;
- Knowledge of insurance and investment administration and understanding of regulation;
- Minimum 3 years' experience in a similar management role.
- Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills;
- Afrikaans and English with good communication, verbal and writing skills
- Driver’s licence and own reliable transport

**Personal competencies**
- Tactful, patient, group orientated team player, methodical, detail conscious, accurate and tidy;
- Able to operate independently;
- Results orientated, energetic, productive and able to show initiative;
- Ability to prioritise activities and adjust effectively;
- Manage difficult situations calmly, with optimism and be resilient under pressure.

**Package & Remuneration**

Market related.

**Interested?

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