Portfolio Administrator - Northern Suburbs, South Africa - Communicate Recruitment

Communicate Recruitment
Communicate Recruitment
Verified Company
Northern Suburbs, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description
My client in Wealth Administration has a vacancy for an Administrator. If you work in Wealth Administration, supporting a team then this could be your next career move. Alternatively if you are in Sales and prefer a role in support then this may just be for you. You have knowledge of
FICA and
FAIS, familiar with creating new accounts and monitoring portfolios.

Finance related Administration

Assist Senior Management

Onboarding clients

Prepare client portfolios

Risk Management


FICA &
FAIS management

Collate client information

Rectify anomalies

Manage office filing

Client Services


Skills & Experience:

Wealth Management

Financial Services background

Financial product knowledge


FICA

FAIS

Qualification:

Finance related qualification

RE5

Contact

SHAKIRAH LAKAY on


Ref:


CTF015926.

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For more information please contact:
Shakirah Lakay
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