Portfolio Administrator

This is an excellent opportunity for an organized individual who enjoys working in a client-focused financial services environment and has a passion for delivering exceptional administrative support.

• Provide comprehensive administrative support to Wealth Advisors.

• Prepare and process investment, retirement, and insurance documentation.

• Liaise with clients, investment houses, insurers, and product providers.

• Assist with new business implementation and portfolio maintenance.

• Monitor outstanding requirements and ensure timely follow-up.

• Schedule client meetings and maintain advisor diaries.

• Prepare client review documentation and reports.

• Maintain accurate client records and ensure compliance with FICA and FAIS requirements.

• Manage client queries professionally and efficiently.

• General office administration and document management.

• Relevant tertiary qualification will be advantageous.

• Previous experience in a Portfolio Administrator or Financial Planning Administrator role is essential.

• Experience within the wealth management, investments, financial advisory, or financial planning industry.

• Sound knowledge of investment products and financial services administration.

• Working knowledge of FAIS and FICA legislation.

• Proficient in Microsoft Office, particularly Excel and Outlook.

• Experience working with CRM systems and industry software will be advantageous.

• Exceptional attention to detail.

• Strong organizational and time management skills.

• Professional communication and interpersonal skills.

• Ability to work accurately under pressure.

• Client-centric approach with a high level of professionalism.

• Ability to work independently and as part of a collaborative team.