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    Office Portfolio Administrator Manager - Pretoria, South Africa - People Dimension

    People Dimension
    People Dimension Pretoria, South Africa

    5 days ago

    People Dimension background
    Full time
    Description

    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:
    • Understand, execute and manage intermediary services as defined by the FAIS act.
    • Receive and execute tasks and instructions via email, electronic voice and telephone;
    • Prepare reports and correspondence, typing, data capturing and CRM;
    • Maintaining client relationship, liaison via email telephone etc;
    • Liaison with service providers, instructions to and management of their execution;
    • Keeping and execution of minutes, in meetings, conference calls or in client consultation;
    • Review and maintain ongoing instructions and client portfolios;
    • General influence to maintain a professional office environment

    Desired Experience & Qualification

    • Matric Qualification
    • A relevant bachelors qualification
    • Understanding of economics, financial markets, income tax and accounting;
    • Knowledge of insurance and investment administration and understanding of regulation;
    • Minimum 3 years' experience in a similar management role.
    • Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills;
    • Afrikaans and English with good communication, verbal and writing skills
    • Driver's licence and own reliable transport

    Personal competencies

    • Tactful, patient, group orientated team player, methodical, detail conscious, accurate and tidy;
    • Able to operate independently;
    • Results orientated, energetic, productive and able to show initiative;
    • Ability to prioritise activities and adjust effectively;
    • Manage difficult situations calmly, with optimism and be resilient under pressure.

    Package & Remuneration

    Market related.

    Interested?

    Please mail your CV to

    Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.

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