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Portfolio Administrator Pinelands
Status StaffingCape Town, Western Cape, South Africa30+ days ago
Job descriptionNew business implementation Marketing plan implementation Relief reception duties Comply with FAIS and FICA acts and other relevant legislation 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 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 with key service providers, particularly Fund Managers and life companies Attend or contribute towards client meetings as requested by the Adviser Contribute towards setting individual objectives and KPIs in conjunction with Advisers and Business Manager and based on achieving business objectives Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation 08h00 – 17h00 (Mon – Fri)
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
Client Services
Administration
Develop and Maintain Relationships
New Client Take-on
Performance Assessment
Compliance
Hours
Should you meet all the requirements, apply on our website at today.
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Administrator • Cape Town, Western Cape, South Africa
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