Executive Client Portfolio Administrator

Introduction

A leading company in the Financial sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria East.

Duties & Responsibilities

• Support to Financial Planners in an office environment through general and client portfolio administration with executive duties to include but not limited to:
• Understand execute and manage intermediary services as defined by the FAIS act.
• Receive and execute tasks and instructions via email electronic voice and telephone;
• Prepare reports and correspondence typing data capturing and CRM;
• Maintaining client relationship liaison via email telephone etc;
• Liaison with service providers instructions to and management of their execution;
• Keeping and execution of minutes in meetings conference calls or in client consultation;
• Review and maintain ongoing instructions and client portfolios;
• General influence to maintain a professional office environment.

Desired Experience & Qualification

• Matric Qualification
• A relevant bachelors qualification or at least matric with mathematics and/or commercial subjects such as accounting economics etc;
• Basic understanding of economics financial markets income tax and accounting;
• Knowledge of insurance and investment administration and understanding of regulation;
• Computer literacy (MS Office) understanding of CRM systems swift accurate typing skills;
• Afrikaans and English with good communication verbal and writing skills
• Drivers license and own reliable transport

Personal competencies

• Tactful patient group orientated team player methodical detail conscious accurate and tidy;
• Able to operate independently;
• Results orientated energetic productive and able to show initiative;
• Ability to prioritise activities and adjust effectively;
• Manage difficult situations calmly with optimism and be resilient under pressure.

Package & Remuneration

R 15 000 CTC pm. (Salary commensurate with experience)

Interested

Please mail your CV QUALIFICATION COPIES and a PROFILE PHOTO to

Shortlisted applicants will be contacted within 2 weeks if you do not hear from us by then your application for this position was unsuccessful but you have been added to our database for future vacancies.

• Finance
• Investments
• Office Administration
• Personal Assistance