Assistant to Portfolio Manager

EE candidate African or Colourd with Afrikaans communication

Deals with technical and complex client queries or complaints and resolves issues to completion (sometimes as part of an escalation process).

Responsible for the end-to-end finalisation of a query or complaint.

Often works across organisational boundaries to facilitate problem resolution.

Deals with all client instructions, queries or complaints and resolves issues to completion.

Uses knowledge of products to secure an end-to-end finalisation of client instructions, queries or complaints.

Facilitates problem solution across organisational and market boundaries.

Responsible for managing reputation risk associated with regard to non-compliance to regulatory requirements, non-adherence to set procedures, service levels and complaints.

Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.

Responsible for all administrative functions around client onboarding.

Responsible for all administrative functions around client disbursements.

Responsible for the execution of portfolio transfers.

Responsible for the settlement of OTC trades.

Responsible for the collation and processing of corporate action elections.