Office Portfolio Administrator Manager

Introduction

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

Duties & Responsibilities

• Supervise and support Executive Client Portfolio Administrators in an office environment 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
• Understanding of economics financial markets income tax and accounting;
• Knowledge of insurance and investment administration and understanding of regulation;
• Minimum 3 years experience in a similar management role.
• Computer literacy (MS Office) understanding of CRM systems swift accurate typing skills;
• Afrikaans and English with good communication verbal and writing skills
• Drivers licence 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

Market related.

Interested

Please mail your CV 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 Management