- 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
- New business implementation
- Marketing plan implementation
- Relief reception duties
- Comply with FAIS and FICA acts and other relevant legislation
- 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
- 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 with key service providers, particularly Fund Managers and life companies
- Attend or contribute towards client meetings as requested by the Adviser
- Contribute towards setting individual objectives and KPIs in conjunction with Advisers and Business Manager and based on achieving business objectives
- Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation
- 08h00 – 17h00 (Mon – Fri)
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Portfolio Administrator
3 days ago
Conova Recruitment Cape Town, South Africa**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 re ...
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Portfolio Administrator
1 week ago
Trafalgar Property Management (Pty) Ltd Cape Town, South Africa**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 pre ...
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IT Portfolio Administrator
2 days ago
Project Management Connection Cape Town, South Africa**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 rese ...
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Portfolio Administrator
4 days ago
Job Crystal Cape Town, South Africa**Job Types**: Full-time, Permanent · Ability to commute/relocate: · - Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required) ...
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Portfolio Administrator
1 week ago
Trafalgar Property Management (Pty) Ltd Cape Town, South AfricaDuties & 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 ar ...
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Trade and Portfolio Administrator
1 week ago
Job Crystal Cape Town, South AfricaTrade 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 Op ...
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Portfolio Administration Specialist
1 week ago
O'Brien Recruitment Cape Town, South AfricaAre you a detail-oriented and versatile professional with a background in finance or banking? Do you thrive in a dynamic and fast-paced work environment? Our client based in Newlands (Cape Town) are seeking a **Portfolio Administration Specialist** to join their team. As a small ...
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Senior Portfolio Administrator
4 days ago
Finovate Cape Town, South AfricaOur 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 ...
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Client Portfolio Administrator
2 days ago
Rory Mackie & Associates Cape Town, South AfricaPurpose of Position: · Support the highly efficient and focused small team of financial advisors in the practice to service clients and support the business with regards to internal reporting and driving other internal policies & procedures. · - Elite Wealth CRM and Tools · - Ast ...
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Senior Portfolio Administrator
1 day ago
Time Personnel Cape Town, South Africa**REQUIREMENTS**: · - Matric, Tertiary education advantageous · - Own vehicle · - Proficient in Word and Excel · - Confidentiality, honesty, and integrity is of upmost importance · - Take responsibility of all aspects of the required duties · - Effective communication skills · - ...
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Sanlam Cape Town, South AfricaWho We are?- Sanlam Personal Loans (SPL) was established 23 years ago and is now part of a newly established Fintech business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusiv ...
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Property Portfolio Administrator
2 days ago
Integration Century City, South Africa**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 al ...
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Portfolio Administrator
1 week ago
Communicate Recruitment Northern Suburbs, South AfricaMy 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 knowledg ...
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Portfolio Administrator
3 days ago
Conova Northern Suburbs, South AfricaOur 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: · ...
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Portfolio Administrator
1 week ago
Communicate Recruitment Northern Suburbs, South AfricaIf you are working with a team of Wealth Managers or assisting Financial Advisors, then you may just be the right fit for the role. Manage a portfolio of clients, prepare the client packs, and manage FICA, FAIS, and daily compliance aspects. You are professional, and agile and en ...
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Rental Administrator and Property Portfolio
4 days ago
WeTrade Property Claremont, South AfricaTo assist with the day-to-day running of office. · - PayProp / WeConnectu software knowledge · - Capturing of data on our systems · - Liaising with transferring attorneys · - Assist with agent queries. · - Sectional title / HOA management · - Credit checks/vetting · - Drawing up ...
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IT Portfolio Administrator
5 days ago
PM Connection Cape Town, South Africa ContractMain 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 · Reque ...
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portfolio administrator
5 days ago
Bridgena Barnard Personnel Group Cape Town, South AfricaN/Subs Well established company operating in Group Risk channel requires the services of an experienced Administrator with previous exp in Portfolio / Fund Administration · N/Subs Well established company operating in Group Risk channel requires the services of an experienced Adm ...
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portfolio administrator
1 week ago
Bridgena Barnard & Associates Cape Town, South AfricaN/Subs Well established company operating in Group Risk channel requires the services of an experienced Administrator with previous exp in Portfolio / Fund Administration · Matric · Relevant business qualification or equivalent experience within the Risk space · 3 years of releva ...
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Portfolio Administrator
2 days ago
Status Staffing Cape Town, South Africa· 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' experi ...
Portfolio Administrator - Cape Town, South Africa - Status Staffing
Description
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:
DUTIES:
Client Services
Administration
Develop and Maintain Relationships
New client take-on
Performance Assessment
Compliance
HOURS:
Should you meet all the requirements, apply on our website at today.