Portfolio Administrator

Reference: PC001451-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 www.statusstaffing.com today.

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