Portfolio Administrator

SUMMARY:
Our client in the Financial Sector requires the services of a Portfolio Administrator

POSITION INFO:

This role will entail:

• Use of the Xplan system to:
• Update client details.
• Put together policy & investment schedules.
• Track activities.
• Use of all “supplier” systems to:
• Draw investment statements.
• Draw policy statements.
• Draw tax certificates.
• Draw and analysis transaction histories.
• Analyse and provide meaningful feedback based on data drawn from the investment and insurances houses.
• Undefined tasks as and when required. 

Further requirements:

• Experience working in the financial services sector.
• Experience working on Microsoft Office.
• Comfortable using technology.
• Ability to work under pressure and adapt to change.
• Willingness to take ownership of tasks and see them through to completion.
• Standard working hours are 08:00 – 16:30, but overtime will be required on an ad-hoc basis.
• Salary is market related and bonuses are based on performance.

 

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

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