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    Portfolio Administrator - Cape Town, South Africa - Status Staffing

    Status Staffing
    Status Staffing Cape Town, South Africa

    Found in: Talent ZA 2A C2 - 1 week ago

    status staffing background
    Description

    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 experience
    • Industry related training
    • MS Office Word and Excel - non negotiable
    • Must have attention to detail
    • Must be able to think and plan creatively

    DUTIES:
    • New business implementation
    • Marketing plan implementation
    • Relief reception duties
    • Comply with FAIS and FICA acts and other relevant legislation

    Client Services
    • 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

    Administration
    • 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
    • Develop and maintain relationships with key service providers, particularly Fund Managers and life companies

    New client take-on
    • Attend or contribute towards client meetings as requested by the Adviser

    Performance Assessment
    • Contribute towards setting individual objectives and KPIs in conjunction with Advisers and Business Manager and based on achieving business objectives

    Compliance
    • Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation

    HOURS:
    • 08h00 17h00 (Mon Fri)
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