Jobs: portfolio administrator

Our client, a successful and established Investment Company, based in Northern Suburbs, is seeking a Portfolio Administrator. **_ Key Responsibilities:_** - General Portfolio Administration (CIS and Models or Wrap Funds) - Focusing on the following operational processes: - Product set-up, maintenance & record keeping. - Managing & controlling all...

**Duties and Responsibilities** - Fund set-up, maintenance and record keeping - Set-up and maintenance of trading templates. - Input and send authorised trade instructions on behalf of the investment manager - Managing and controlling all transactions processed between relevant parties namely, the IFA, LISP, investment administrator (Silica), Manco, pricing...

**Duties and Responsibilities** - Assisting the Sectional Title Portfolio Manager - Typing of correspondence and minutes, - Typing of correspondence to trustees and owners - Liaising with Chairman and Trustees in the absence of the Portfolio Manager - Assisting with preparation of monthly packs for the chairman of the Body Corporate - Ensuring all...

Trade and portfolio Administrator Cape Town, WC Market Related - Sector: Investment - Posted: Tuesday, 1 August 2023Job Details **REPORTING RELATION** Manager: SA Fund Operations **PURPOSE OF JOB** To fulfil the role as an Operational Administrator in the SA Fund Operations Team, perform Fund & Portfolio administration including trade execution and...

**Main Purpose**: - To support and provide administrative assistance to the IT Portfolio Office. **Key Responsibilities**: - Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and research - Request, receive and consolidate Project Status reports - Maintain a Project...

Our client, an Investment Consultant Company, is looking for a **Senior Portfolio Administrator** to join their team in the **Plattekloof, **Cape Town, area. **Job Summary**: **Responsibilities**: - Fund set-up, maintenance and record keeping. - Set-up and maintenance of trading templates. - Input and send authorised trade instructions on behalf of the...

**PROPERTY PORTFOLIO ASSISTANT / ADMINISTRATOR** A leading property developer, with its Head Office in Century City has an opportunity for a Portfolio Assistant to assist their Property Portfolio Manager Key responsibilities include: - Assisting in handling and resolving all incoming tenant queries. - Compiling and distribution of tenant communication. -...

Main Purpose:To support and provide administrative assistance to the IT Portfolio Office. Key Responsibilities:Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and researchRequest, receive and consolidate Project Status reportsMaintain a Project Register by obtaining...

Main Purpose:To support and provide administrative assistance to the IT Portfolio Office. Key Responsibilities:Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and researchRequest, receive and consolidate Project Status reportsMaintain a Project Register by obtaining...

Main Purpose:To support and provide administrative assistance to the IT Portfolio Office. Key Responsibilities:Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and researchRequest, receive and consolidate Project Status reportsMaintain a Project Register by obtaining...

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...

Location: The Campus Bryanston (Hybrid) / Western Cape (Hybrid) - Salary: R18 000 to R23 000 cost to company - Bonus: Performance based - Job Type: Permanent - Sectors: Accounting, Admin, Finance - Benefits: Pension The Portfolio Administrator reports to the Administrative Manager, and is responsible for administration and query resolution, as well as the...

Duties & Responsibilities - Daily management of trust funds and investment funds - Ensuring that all complexes within the portfolio are insured and premiums are paid on time - Continuous enhancement of knowledge of SA property laws - Ensuring that compliant contractors are servicing the complexes and are paid timeously - Awareness of all transfer of...

**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: -...

Trafalgar Property and Financial Services’s job vacancy, Career and Recruitment Job title : Sectional Title Portfolio Administrator jobs in KwaZulu-Natal Job Location : KwaZulu-Natal, Durban Deadline : March 15, 2024 Quick Recommended LinksJobs by Location Job by industries The candidate must be: Computer literate Willing to work under pressure, Added...

IntroductionA leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East.Duties & ResponsibilitiesSupervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to:Understand, execute and...

**Client Care Administrator / Portfolio Manager** Centurion East and Cape Town Office Hours: Monday to Friday, 8:00 am to 4:30 pm R15,000 - R18,000 depending on experience **Overview**: Our client, a leading tutoring company, is seeking a dedicated individual to join their team as a Customer Care Administrator, also known as a Portfolio Manager. This role...

Western Cape, Strand Permanent Position Portfolio Manager (Property Industry) in the Community Scheme Industry (Strand, Western Cape) Basic plus overtime for afterhours meetings Own transport essential +- 25 schemes under Portfolio Administrators’ portfolio. After hours meetings. Preferably experienced in property industry or as Portfolio Manager in...

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : R18 000 R25 000 CTC depending on experienceSTART DATE : ImmediateREQUIREMENTS:Degree / Diploma in FinanceMinimum of 2 years...

Position title : PORTFOLIO MANAGER Position reports to : PORTFOLIO EXECUTIVE Business Unit : PROPERTY MANAGEMENT **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,...