Portfolio Administrator

Recruiter:

Ikusasa Recruitment Group

Job Ref:

Rene

Date posted:

Monday, August 24, 2026

Location:

Pretoria, South Africa

Salary:

R30000.0

SUMMARY:
The Wealth Adviser Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship.

POSITION INFO:

Responsibilities:

Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant Wealth Manager.
Interaction with clients (management of relationships and providing client services).
As it relates to all business entities - Individuals, Trusts and Companies:
Accurate implementation and maintenance of new and existing business.
Processing of applications as they relate to the broader financial planning and wealth management.
Investment administration matters including but not limited to:
Unit Trusts
Share Portfolios
Offshore Investments
Cash Management (Investec CCM)
Projects as per instructions from the Practice Manager.
Processing client queries and instructions.
Administering all investment products.
Prepare investment quotes.

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