Portfolio Administrator

 

Recruiter:

Communicate Recruitment

Job Ref:

CTF015633/SL

Date posted:

Friday, December 23, 2022

Location:

Capetown, South Africa

Salary:

250 000 Annually


SUMMARY:
If you are working with a team of Wealth Managers or assisting Financial Advisors, then you may just be the right fit for the role. Manage a portfolio of clients, prepare the client packs, and manage FICA, FAIS, and daily compliance aspects. You are professional, and agile and enjoy working with clients and delivering world-class service.

JOB DESCRIPTION:


Responsible for risk benefits
Administration
Client review lists
Annual reviews
Inform Planners/Managers on progress
Transactions to be validated
Revise all application documents
Prepare portfolio packs
Process new applications
 
Skills & Experience:
FAIS
FICA
Wealth and Financial planning knowledge (Non-negotiable)
 
Qualification:
FAIS qualification (Advantageous)
Diploma or Degree
 
 
Contact SHAKIRAH LAKAY on , quoting the Ref: CTF015633.
 
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