Executive Client Portfolio Administrator

SUMMARY:
A leading company in the Financial sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria East.

POSITION INFO:

Job Description:

Support to Financial Planners in an office environment through general and client portfolio administration 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.

Minimum Requirements:

• Matric Qualification
• A relevant bachelors qualification or at least matric with mathematics and/or commercial subjects such as accounting, economics etc;
• Basic understanding of economics, financial markets, income tax and accounting;
• Knowledge of insurance and investment administration and understanding of regulation;
• 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.

Please mail your CV to Tamen (at) peopledimension (dot) co (dot) za

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.

NB! This job is now closed. You can apply for other jobs by uploading your CV.