Portfolio Administrator
Portfolio Administrator
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1 Vacancy
Job Description
Description
Responsibilities
People
Proactively handle client and advisor communication and queries.
Interact with clients colleagues management and LISP providers.
Provide highquality client service and support.
Procedures
Load new clients into the CRM system.
Collect and manage mandate documentation and client ratings.
Perform client screening and complete CDD (Client Due Diligence) for all clients.
Maintain and manage distribution lists (Correl8.
Follow up on outstanding information and incomplete documentation.
Maintain accurate client records and monitor CRM client folders.
Update and clean up database flagging inactive investments.
Investigate and reconcile discrepancies between internal reports and LISP data.
Assist with general administrative tasks and support team members as needed.
Client Services and Reporting
Prepare and distribute investment instructions (initial switches rebalancing changes).
Prepare management reports including AUM and AUA.
Monitor and implement model portfolio changes and deviations.
Restructure client portfolios as necessary.
Register new model portfolios and assist with advisor linking.
Prepare platformbased quotations and assist with mandaterelated administration.
Administrative Processes
Follow internal administrative procedure guidelines.
Complete tasks within defined turnaround times.
Ensure compliance with FAIS and FICA principles.
Technology
Proficiently use CRM systems and platform portals.
Full working knowledge of Microsoft Office (Word Excel).
Requirements
Formal Education
Matric (Grade 12.
Relevant skills in:
Communication (English and Afrikaans).
Basic math and reconciliation.
Experience
2 5 years experience in a financial services or investmentrelated administrative environment.
Knowledge
Strong administrative background.
Excellent customer service skills.
Technologically literate (MS Office email internet use).
Basic knowledge of investment platforms and model portfolios.
Skills and Attributes
Proactive and selfmotivated.
Friendly emotionally mature and professional demeanor.
Highly organized with attention to detail.
Strong verbal and written communication skills.
Logical thinking coordination and planning ability.
Time management and task prioritization.
Problemsolving capabilities.
Ability to manage multiple responsibilities.
Teamoriented and dependable.
Benefits
- Marketrelated salary
Contact Hire Resolve for your next careerchanging move today
- Apply for this role today contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: or email us your CV:
- Please use Portfolio Administrator as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable we will put your CV on file and contact you regarding any future vacancies that arise
Package & Remuneration
About Us
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
