Portfolio Administrator / Wealth Assistant (Silver Lakes)

 

Recruiter:

Set Consulting

Job Ref:

1896510171

Date posted:

Wednesday, March 30, 2022

Location:

Cape Town, South Africa


SUMMARY:
-

JOB DESCRIPTION:

Portfolio Administrator/ Wealth Assistant 

R360K

Silver Lakes (Pretoria) 

Excellent career opportunity with a leading financial services investment holding company. You, together with the adviser will be responsible for implementing any investment and/or share portfolio instructions and providing after sales service offering to customers, thereby contributing to
the ongoing customer relationship.

The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

Responsibilities:

  • Interact, manage and provide effective client service
  • Implement new business including Personal Share Portfolios
  • Prepare client files and all the necessary requirements to comply with FICA/FAIS/CRS/FATCA/POPIA
  • Process client queries and instructions
  • Administration, including but not limited to, Section 14 & 37 transfers, Switches, Rebalances, Withdrawals
  • Projects to keep internal data and systems up to date (i.e. Maintain CRM system)

Minimum requirements:

  • NQF4 qualification
  • 2 – 3 years relevant work experience within the investment industry.

Please apply online. 

 

 

 

 

Similar jobs you might be interested in:

Payroll & HR Administrator | Foreshore Cape Town
Location: Capetown
Salary: Basic Salary + Company Benefits
A Payroll & HR administrator position is now available at one of the largest independent and longstanding Auditing, Accounting, and Advisory firms. This role involves providing Payroll and HR administrative support to the Firm and the HR department.
12 days ago


Junior Office and Finance Administrator | Cape Town
Location: Capetown
Salary: Negotiable
Are you a dedicated self-starter with a solid foundation in both office administration and fundamental accounting principles? If so, we want to hear from you! An established and growing software engineering company, is seeking a highly meticulous, proactive, and organised Office and Finance administrator to join their team.
36 days ago


Financial Administrator
Location: Cape Town
Salary: Monthly
Join Our Journey of Discovery – Financial administrator Wanted!Are you a numbers whiz with a keen eye for detail? We're looking for a meticulous and organised Financial administrator to join our finance team. Our client is a dynamic company driven by a spirit of discovery, inspired by those who historically marked uncharted territories with symbols of exploration. The company is committed to ta...
6 days ago


Junior Office & Finance Administrator Cape Town
Location: Capetown
Salary: Negotiable
An established and rapidly growing software engineering company that focus on delivering innovative digital solutions and exceptional service to clients are on the lookout for a lady that demonstrates integrity and accountability in all tasks to join them as an office and finance administrator.
51 days ago


CA(SA) Financial Reporting Fund Accountant
Location: Cape Town
Salary:
68 days ago


Financial Administrator
Location: Cape Town
Salary: 25000 Monthly
Financial administrator – DurbanvilleFinance / AdministrationFull-time | On-siteOur client is a dynamic and forward-thinking company committed to sustainable urban development in the Durbanville area. With a focus on growing its residential property portfolio and protecting conservation and heritage spaces, the company continues to expand its footprint through innovation and purpose-driven growt...
6 days ago


Financial Administrator
Location: Cape Town
Salary: Monthly
Join Our Journey of Discovery – Financial administrator Wanted!Are you a numbers whiz with a keen eye for detail? We're looking for a meticulous and organised Financial administrator to join our finance team. Our client is a dynamic company driven by a spirit of discovery, inspired by those who historically marked uncharted territories with symbols of exploration. The company is committed to ta...
5 days ago


Financial Administrator
Location: Cape Town
Salary: Monthly
Our client based in Durbanville is seeking a Financial administrator to join their team. Our client is a dynamic company driven by a spirit of discovery, inspired by those who historically marked uncharted territories with symbols of exploration. The company is committed to tackling impactful challenges, with a focus on growing its residential property portfolio, establishing and protecting conse...
12 days ago


Wealth Administrator
Location: Bellville
Salary:
21 days ago


Wealth Administrator
Location: Cape Town
Salary: Market related
Are you a good all rounder in Admin and Office Management in the wealth / Financial Services space.
64 days ago


Create a free job alert for Portfolio Administrator / Wealth Assistant (Silver Lakes) in Cape Town

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions

 

Jobseekers

Register your CV Search jobs CV writing

Recruiter

Advertise jobs Search the CV database

General

Disclaimer Terms and conditions Privacy policy Cookie policy POPIA manual Unsubscribe

© Copyright 2025 Job Placements. All Rights Reserved.