Portfolio Administrator â Pietermaritzburg
Portfolio Administrator â Pietermaritzburg
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Our client is seeking a detail-oriented and highly organised Portfolio Administrator to join their team.
Responsibilities
- Assist with the planning and recommendations on the clients overall portfolios together with portfolio construction
- Update client portfolios on Elite Wealth and any other program in use now and in the future
- Service and maintain existing clients and their records on Elite Wealth as is required by FAIS
- The computer database on Elite Wealth and Atwork should be updated whenever client records change
- Any other tasks which you may be required to perform regarding the clients Life/Investment Planning requirements
- Calling for policy information
- To assist where necessary when needed with all administrative duties in the office
- Updating of client portfolios
Requirements
- A relevant degree or diploma in Financial services Payroll/HR Accounting Legal or Insurance
- At least 2 years of relevant experience in similar roles within the financial services industry
Due to the high volume of applications received only suitable candidates who meet the criteria of this vacancy will be contacted.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
