Portfolio Assistant (Graduate)

Recruiter:

Pillango Placements

Job Ref:

PTA003447/JB

Date posted:

Tuesday, August 5, 2025

Location:

PTA - East, South Africa

Salary:

13000 Monthly

SUMMARY:
Are you an intelligent and organised Law or B Com graduate with a passion for customer service and building a specialised career in the financial services industry? Work alongside experienced professionals, gaining valuable exposure to portfolio management and client service within the employee benefits, retirement funds, and group risk sectors.

POSITION INFO:
As a Portfolio Assistant, you will:

Assist in managing portfolios for corporate and individual clients, focusing on employee benefits, retirement funds, and group risk arrangements.
Handle administrative tasks, including maintaining client records and ensuring documentation is accurate and up to date.
Prepare reports, meeting agendas, and minutes, and ensure timely follow-up on action items.
Manage day-to-day client communication, including resolving queries, arranging meetings, and preparing presentations.
Coordinate with internal teams and external stakeholders to ensure smooth administration of client funds and risk benefits.
Support the Portfolio Manager by ensuring high levels of client satisfaction and the efficient running of portfolios.

Requirements:

A relevant degree (e.g., B Com, LLB, or similar financial services qualification).
Minimum of 2 years' experience in employee benefits, HR, or payroll.
Strong organizational, administrative, and communication skills.
Ability to manage multiple tasks with a keen attention to detail.

The proposed salary for the role is R13k - R15k per month, but the option remains with the client to offer any market related salary considering the candidate's qualifications, skills, and experience.

NOTE: We ONLY accept online applications. We do not consider direct applications via Whatsapp or email.

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