Portfolio Administrator

Found in: Talent ZA C2 - 2 weeks ago


Cape Town, South Africa Status Staffing Full time
Our client in Pinelands specializes in investment offers and wealth management.  They are looking for a Portfolio Administrator to assume responsibility for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing client relationship.

A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE    :           Permanent
SECTOR                          :           Finance
BASIC SALARY              :           R18 000 – R25 000 CTC depending on experience
START DATE                  :           Immediate

REQUIREMENTS:
  • Degree / Diploma in Finance
  • Minimum of 2 years’ experience
  • Industry related training
  • MS Office Word and Excel - non negotiable
  • Must have attention to detail
  • Must be able to think and plan creatively

DUTIES:
 
  • New business implementation
  • Marketing plan implementation
  • Relief reception duties
  • Comply with FAIS and FICA acts and other relevant legislation
 
Client Services
  • Ensure the accurate production of all Client portfolio review documentation and reports
  • Regularly update and maintain Client, insurance and investment information in the Client management system
  • Implementation of all switches or redemptions, including all fund manager follow-ups and completing forms where necessary
  • Implementation of all changes to insurance benefits or coverage
  • Co-ordination of all claims correspondence and life office follow- up of claims progress
 
Administration
  • Ensure all client files and electronic records are maintained in - line with procedures outlined in the policies and procedures manual.
  • Prepare new Client files as needed
 
Develop and Maintain Relationships
  • Develop and maintain relationships with key service providers, particularly Fund Managers and life companies
 
New client take-on
  • Attend or contribute towards client meetings as requested by the Adviser
 
Performance Assessment
  • Contribute towards setting individual objectives and KPIs in conjunction with Advisers and Business Manager and based on achieving business objectives
 
Compliance
  • Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation
 
HOURS:
  • 08h00 – 17h00 (Mon – Fri)
 
Should you meet all the requirements, apply on our website at www.statusstaffing.com today.

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