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Portfolio Administrator
Pietermaritzburg
To be discussed 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
share this job on whatsappPortfolio Administrator
Sandton
Negotiable
To promptly and efficiently assist the department by providing an efficient and effective administrative role to achieve business objectives and to provide support to the various stakeholders.
Qualifications:
•   MatricÂ
•   A three-year N
Portfolio Administrator
Express Employment Professionals Sa - PmbPietermaritzburg
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 within the investment management team. Assist with portfolio construction and recommendations for clients, management team. Update client investment portfolios on the firm's portfolio management software (Wealthcraft) service existing client investment records and portfolios to ensure they are up-to-date and compliant with
Portfolio Accountant
Johannesburg
finance related issues relating to the property portfolio under management.
- Discuss monthly accruals
Portfolio Administrator
Bellville
R30k - 32k per month
Your relevant degree or diploma plus 3-5 years experience in the financial services or asset management industry with knowledge of CIS Funds will assist you to:
- Setting Up Unit Trust Funds
- Implementing Fund Changes
- Opening of Offshore Bank Accounts
- Se
Portfolio Administrator
Excellent StaffingCape Town Region
Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town
Portfolio Administrator
Status StaffingPinelands
and wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing Ensure the accurate production of all Client portfolio review documentation and reports Regularly update
Portfolio Assistant
Johannesburg
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 />
- Assist portfolio managers in the day-to-day management of client portfolios.
- Monitor
- Monitor portfolio performance and assist in the preparation of client reports.
- Maintain accurate records records of client transactions and portfolio holdings.
- Coordinate with internal teams to ensure
Portfolio Assistant
Network Finance.Cape Town City Centre
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 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 to ensure indicators, and regulatory changes affecting client portfolios. Requirements: Relevant Bcom degree 2 years of
Portfolio Assistant
Network Finance.North Johannesburg
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 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 to ensure indicators, and regulatory changes affecting client portfolios. Requirements: Relevant Bcom degree 2 years of
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