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:

Client Services & Office Administrator | Cape Town
Location: Capetown
Salary: Annual Salary
Client Services & Office administrator | Cape Town
2 days ago


Investment Client Services & Office Administrator | Cape Town
Location: Capetown
Salary: Market Related
Investment Client Services & Office administrator | Cape Town
2 days ago


Client Services & Office Administrator
Location: Capetown
Salary: Market related
Client Services & Office administrator
3 days ago


The Junior Tenant & Collections Administrator
Location: Constantia
Salary:
The Junior Tenant & Collections administrator provides administrative support to the Group Property Manager by assisting with tenant communication, rental collections, arrears follow-up, lease administration and basic reporting across the Group property portfolio. The role is intended to strengthen day-to-day tenant contact, improve collection discipline, maintain accurate records and ensure t...
1 day ago


The Junior Tenant & Collections Administrator
Location: Constantia
Salary:
The Junior Tenant & Collections administrator provides administrative support to the Group Property Manager by assisting with tenant communication, rental collections, arrears follow-up, lease administration and basic reporting across the Group property portfolio. The role is intended to strengthen day-to-day tenant contact, improve collection discipline, maintain accurate records and ensure t...
9 days ago


Property & Lease Administrator- ZR_2667_JOB
Location: Somerset West
Salary: Market Related
11 days ago


Property & Lease Administrator
Location: Capetown
Salary: R27000 per month plus benefits
Property & Lease administrator - Somerset West, Cape Town
11 days ago


Junior Tenant & Collections Administrator
Location: Constantia
Salary:
The Junior Tenant & Collections administrator provides administrative support to the Group Property Manager by assisting with tenant communication, rental collections, arrears follow-up, lease administration and basic reporting across the Group property portfolio. The role is intended to strengthen day-to-day tenant contact, improve collection discipline, maintain accurate records and ensure t...
11 days ago


Portfolio Admin - COP / IISA
Location: Cape Town
Salary: Monthly
portfolio administrator: We are seeking a detail-oriented, organised and service-driven International portfolio administrator to manage the accurate and timeous end-to-end administration and servicing of allocated group risk, employee benefits, credit life and related insurance portfolios across multiple African territories.
12 days ago


The Junior Tenant & Collections Administrator
Location: Constantia
Salary:
The Junior Tenant & Collections administrator provides administrative support to the Group Property Manager by assisting with tenant communication, rental collections, arrears follow-up, lease administration and basic reporting across the Group property portfolio. The role is intended to strengthen day-to-day tenant contact, improve collection discipline, maintain accurate records and ensure t...
16 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 2026 Job Placements. All Rights Reserved.