Accounting Portfolio Manager

1 month ago


East London, South Africa Isisekelo Recruitment Full time

Our client a leading financial services and accounting firm, prides ourselves on our unwavering dedication to providing comprehensive, tailored solutions that cater to your unique needs. They understand that every financial situation is distinctive, and we approach each client with the same level of care, attention, and expertise.   Based in Humansdorp in the Eastern Cape, is currently looking for an Accounting Portfolio Manager. 

Background of position:
 

  • Person will be responsible to manage and service his/her clients as per list of clients allocated.
  • Including, compiling annual financials, monthly/bi-monthly vat reviews and submission and other that work that might be requested from client.

Experience/Education: 

  • Ideal candidate must be able to communicate with various clients with confidence and from time-to-time meet with clients and handle all queries.
  • Time management and planning is essential.
  • Prospective manager should have the following background.
  • Strong knowledge of Caseware accounting, Xero and Sage online.
  • Knowledge of excel and other Microsoft programmes.
  • Well-spoken in Afrikaans (as this is most of our client base) and English.
  • Strong driven.
  • Effective planning and time management.
  • Valid driver's license.
  • +3 years' experience after qualifying in respective field.
  • Registered with a board of registered accountants, i.e. SAICA / IRBA or SAIPA.


  • East London, South Africa Isisekelo Recruitment Full time

    Our client a leading financial services and accounting firm, prides ourselves on our unwavering dedication to providing comprehensive, tailored solutions that cater to your unique needs. They understand that every financial situation is distinctive, and we approach each client with the same level of care, attention, and expertise.   Based in Humansdorp in...


  • East London, South Africa Trafalgar Property Management (Pty) Ltd Full time

    The East London branch is offering an exciting opportunity for an individual that is deadline driven and meticulous to join their team as a Portfolio Manager in the Commercial Department. **Responsibilities include (but are not limited to)**: - Keep track of all leases, acknowledge receipts of notices and ensure documents are signed by all parties - Make...


  • East London, South Africa Psalms23consulting Full time

    A leading independent stockbroking and private wealth management company offering local and offshore private client equity portfolio management and trading services is looking for a dynamic, experienced, and appropriately qualified Stockbroker / Portfolio Manager who is also able to function at senior management and on a strategic level to join their...

  • Accounts Manager

    3 weeks ago


    East London, Eastern Cape, South Africa Ambition Full time

    Ambition is currently working with a growing, mid-tier, equity backed accountancy firm in East London who are seeking an Accounts Client Manager.Our client is an expert and growing mid-tier-chartered accountancy firm in East London offering a full suite of services - accounts, audit, payroll, outsourcing etc. They offer personalise advice and tech-savvy...

  • Portfolio Manager

    3 weeks ago


    East Rand, South Africa Unique Personnel Full time

    **Job Number** - 70617 **Job Type** - Permanent **Job Title** - Portfolio Manager **Computer Skills** - MS Office **Industry** - Realty **City** - Ekurhuleni (East Rand) **Province** - Gauteng - Provide client consultation to develop investment objectives - Provide advice and guidance for investment opportunities to customers - Create reports on...

  • Portfolio Officer

    3 weeks ago


    East London, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Our client is urgently seeking a Portfolio Officer to join their East London team.Successful candidate will be the face of the company and will focus on the growth of the third-party landlord portfolio, achieving revenue targets, and maintaining current relationships.Minimum Requirements:-Diploma or Degree in ManagementPaddocks UCT Sectional Title / HOA...

  • Portfolio Officer

    3 weeks ago


    East London, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Our client is urgently seeking a Portfolio Officer to join their East London team. Successful candidate will be the face of the company and will focus on the growth of the third-party landlord portfolio, achieving revenue targets, and maintaining current relationships. Minimum Requirements:- Diploma or Degree in Management Paddocks UCT Sectional Title /...

  • Portfolio Officer

    3 weeks ago


    East London, South Africa Adzuna ZA B C2 Full time

    Our client is urgently seeking a Portfolio Officer to join their East London team.Successful candidate will be the face of the company and will focus on the growth of the third-party landlord portfolio, achieving revenue targets, and maintaining current relationships.Minimum Requirements:-Diploma or Degree in ManagementPaddocks UCT Sectional Title / HOA...

  • Portfolio Officer

    1 week ago


    East London, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Our client is urgently seeking a Portfolio Officer to join their East London team.Successful candidate will be the face of the company and will focus on the growth of the third-party landlord portfolio, achieving revenue targets, and maintaining current relationships.Minimum Requirements:-Diploma or Degree in ManagementPaddocks UCT Sectional Title / HOA...

  • Portfolio Officer

    3 weeks ago


    East London, Eastern Cape, South Africa Own Haven Property Management Full time

    SummaryThe main purpose of this position is for the Portfolio Officer to be the face of Own Haven Property Management and to focus on the growth of the third-party landlord portfolio, achieving revenue targets, and maintaining current relationships.1. Operational requirementsNEW BUSINESS Prepare marketing plans and ensure implementation Prepare, submit and...

  • Portfolio Officer

    1 week ago


    East London, South Africa Staff Unlimited Recruitment Full time

    Our client is urgently seeking a Portfolio Officer to join their East London team.Successful candidate will be the face of the company and will focus on the growth of the third-party landlord portfolio, achieving revenue targets, and maintaining current relationships.Minimum Requirements:-Diploma or Degree in ManagementPaddocks UCT Sectional Title / HOA...


  • East London, South Africa Profile Personnel Full time

    **Domestic Portfolio Underwriter** required for a reputable company based in **East London, Eastern Cape** **Requirements**: - NQF 4/5 in short term insurance - Minimum 3 years experience in Domestic lines - Excellent presentation skills - Good negotiation skills - Must have the ability to make recommendations and decisions - Must be able to work under...

  • Portfolio Officer

    2 weeks ago


    East London, South Africa Own haven housing association Full time

    **PURPOSE OF THE JOB**: The main purpose of this position is for the Portfolio Officer to be the face of Own Haven Property Management and to focus on the growth of third-party BC / HOA portfolio, achieving revenue targets, and maintaining current relationships with third part BC / HOA properties. **EDUCATIONAL REQUIREMENTS**: - Diploma or Degree in...

  • Portfolio Officer

    2 weeks ago


    East London, South Africa Staff Solutions Full time

    Opportunity Available!! Our leading client in the Property Sector is looking to employ a Portfolio Officer to join their dynamic team in East London. **Ensure the efficient and effective administration** **and management of owner and Trustees relationships**: - Ensure all records are kept up to date including owners’ details, Management Agreements,...


  • East London, Eastern Cape, South Africa Profile Personnel Full time

    Domestic Portfolio Underwriter required for a reputable company based in East London, Eastern CapeRequirements: NQF 4/5 in short term insurance Minimum 3 years experience in Domestic lines Excellent presentation skills Good negotiation skills Must have the ability to make recommendations and decisions Must be able to work under pressureResponsibilities:...

  • Portfolio Manager

    1 month ago


    East Rand, South Africa CG Recruitment (Pty) Ltd Full time

    Our client, an insurance broker based in Germiston is looking for a Portfolio Manager.Key **Responsibilities**: - Manage and optimize the company's trucking portfolio to achieve financial goals and objectives. - Conduct comprehensive analysis of market trends, competitor performance, and industry regulations to inform portfolio strategies. - Develop and...

  • Portfolio Officer

    3 weeks ago


    East London, Eastern Cape, South Africa Own haven housing association Full time

    PURPOSE OF THE JOB:The main purpose of this position is for the Portfolio Officer to be the face of Own Haven Property Management and to focus on the growth of third-party BC / HOA portfolio, achieving revenue targets, and maintaining current relationships with third part BC / HOA properties.EDUCATIONAL REQUIREMENTS: Diploma or Degree in Management Paddocks...

  • Portfolio Officer

    3 weeks ago


    East London, Eastern Cape, South Africa Staff Solutions Full time

    Opportunity Available Our leading client in the Property Sector is looking to employ a Portfolio Officer to join their dynamic team in East London.Ensure the efficient and effective administrationand management of owner and Trustees relationships:Ensure all records are kept up to date including owners' details, Management Agreements, minute books, fire...


  • East Rand, South Africa Measured Ability Group Holdings Full time

    Our client in the Insurance sector is looking for a **Junior Portfolio** **Manager** to source and maintain new and existing business as per company model **Key requirements** - Relevant qualifications - FAIS compliant: RE5 and NQF5 - Minimum 3 years appropriate transport experience - Presentation and computer skills - Driver's license MUST - Multilingual -...


  • East Rand, South Africa Measured Ability Group Holdings Full time

    Our client in the Insurance sector is looking for a Junior Portfolio Manager to source and maintain new and existing business as per company modelKey requirements Relevant qualifications FAIS compliant: RE5 and NQF Minimum 3 years appropriate transport experience Presentation and computer skills Driver's license MUST Multilingual Strong working knowledge of...