of Financial Statements (ensure that the AFS Management Accounts are accurate complete with at least
experienced Administrator with previous exp in Portfolio / Fund Administration
Matric
Relevant
and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work
closely with portfolio managers to support the management and administration of client portfolios. This role
opportunity to gain valuable experience in the wealth management industry and contribute to the success of our
/>Assist portfolio managers in the day-to-day management of client portfolios.
Monitor portfolio performance
/>Maintain accurate records of client transactions and portfolio holdings.
Coordinate with internal teams
Reference: NFP014086-AA-1 This leading wealth management firm is dedicated to providing personalized financial service, they strive to achieve excellence in managing wealth and creating value for their clients. They and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role opportunity to gain valuable experience in the wealth management industry and contribute to the success of our
Reference: NFP014088-AA-1 This leading wealth management firm is dedicated to providing personalized financial service, they strive to achieve excellence in managing wealth and creating value for their clients. They and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role opportunity to gain valuable experience in the wealth management industry and contribute to the success of our
urgently seeking an experienced PORTFOLIO ADMINISTRATOR for a large national concern clients overall portfolios together with portfolio construction.
To update client portfolios on the system
The Portfolio Administrator is responsible for assisting with the planning and recommendations on clients' investment portfolios, as well as maintaining and servicing existing client records and portfolios. This role function within the investment management team. Assist with portfolio construction and recommendations investment management team. Update client investment portfolios on the firm's portfolio management software service existing client investment records and portfolios to ensure they are up-to-date and compliant with
and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role opportunity to gain valuable experience in the wealth management industry and contribute to the success of our />
Reference: NFP014078-SHb-1 A leading wealth management firm dedicated to providing personalized financial service, they strive to achieve excellence in managing wealth and creating value for their clients. They and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role opportunity to gain valuable experience in the wealth management industry and contribute to the success of our
Reference: NFP014079-SHb-1 A leading wealth management firm dedicated to providing personalized financial service, they strive to achieve excellence in managing wealth and creating value for their clients. They and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role opportunity to gain valuable experience in the wealth management industry and contribute to the success of our