Portfolio Administrator

Status StaffingCape Town, Western Cape, South Africa

30+ days ago

Job description

Reference : PC -RC-1

Our client in Pinelands specializes in investment offers and wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing client relationship.

Duties & Responsibilities

EMPLOYMENT TYPE : Permanent

SECTOR : Finance

BASIC SALARY : R18 000 – R25 000 CTC depending on experience

START DATE : Immediate

Requirements :

Degree / Diploma in Finance
Minimum of 2 years’ experience
Industry related training
MS Office Word and Excel - non negotiable
Must have attention to detail
Must be able to think and plan creatively

Duties :

New business implementation

Marketing plan implementation

Relief reception duties

Comply with FAIS and FICA acts and other relevant legislation

Client Services :

Ensure the accurate production of all Client portfolio review documentation and reports

Regularly update and maintain Client, insurance and investment information in the Client management system

Implementation of all switches or redemptions, including all fund manager follow-ups and completing forms where necessary

Implementation of all changes to insurance benefits or coverage

Co-ordination of all claims correspondence and life office follow-up of claims progress

Administration :

Ensure all client files and electronic records are maintained in line with procedures outlined in the policies and procedures manual.

Prepare new Client files as needed

Develop and Maintain Relationships :

Develop and maintain relationships with key service providers, particularly Fund Managers and life companies

New Client Take-on :

Attend or contribute towards client meetings as requested by the Adviser

Performance Assessment :

Contribute towards setting individual objectives and KPIs in conjunction with Advisers and Business Manager based on achieving business objectives

Compliance :

Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation

Hours :

08h00 – 17h00 (Mon – Fri)

Should you meet all the requirements, apply on our website at today.

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Administrator • Cape Town, Western Cape, South Africa