Portfolio Administrator – Pietermaritzburg

SUMMARY:
Portfolio Administrator – Pietermaritzburg
Our client is seeking a detail-oriented and highly organised Portfolio Administrator to join their professional team.

POSITION INFO:

Responsibilities

• Assist with planning and providing recommendations on client portfolios, including portfolio construction across life, investment, and medical aid products
• Update client portfolios on required software systems, service, and maintain existing clients and their records on the computer database, as is required by FAIS
• Ensure client records are accurately updated when changes occur, particularly in relation to brokerage-based investment products and medical aid benefits
• Handle tasks related to clients’ lives, investments, and medical aid planning requirements
• Request and follow up on policy information from providers, including medical aid schemes and insurance companies
• Provide administrative support across all areas of the office as needed
• Prepare and maintain updated client portfolios, ensuring data accuracy and compliance

• Minimum 2 years of experience in a similar administrative role within a brokerage or financial services environment
• Familiarity with medical aid administration and understanding of brokerage platforms and policy servicing procedures
• Strong attention to detail, organisational skills, and working knowledge of financial/insurance software systems (XPlan)