experienced Administrator with previous exp in Portfolio / Fund Administration
Matric
Relevant
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
passion and energy. We require a full time Property Portfolio Manager who will be based at our Headoffice in for managing and overseeing all Hertex property portfolios. To ensure it aligns with the Hertex investment objectives. Key responsibilities of a Property Portfolio Manager may include: Property Acquisition Leasing Property Maintenance and Operations Market Analysis Portfolio Optimization Project management of new building
and provide administrative assistance to the IT Portfolio Office.
Key Respo
projects
Reference: KZN000392-KK-1 PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience client portfolios Assist with planning and recommendation to clients on their portfilio Portfolio construction construction Liaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and
Our client is seeking a senior property portfolio manager. Property administration qualification and
looking for a Knynsa based Portfolio Manager Assistant. In the role of the Portfolio Manager Assistant , your manage the diary of the Portfolio Managers and ensure all cleint portfolios are up to date. The ideal example, portfolio queries, tax reports, fees etc.) Collate Private Placements with Portfolio Manager diary for Portfolio Manager(s) Prepare Information packs for meetings Ensuring client portfolios are up
and experienced Portfolio who will be responsible for their client's investment portfolio, researching and selecting the products and industries for their portfolio. Duties will include gathering and compiling policy information, updating and reporting on clients portfolios. Applicants should live in the surrounding areas matric and at least 5 years of experience as a Portfolio Administrator in a Wealth & Risk Management
currently seeking a detail-oriented and organized Portfolio Assistant for Sectional Title/Homeowner Association assistance to Portfolio Manager Meeting Preparation Attendance at meetings to assist Portfolio Manager Submit
looking for a Knynsa based Portfolio Manager Assistant. In the role of the Portfolio Manager Assistant , your manage the diary of the Portfolio Managers and ensure all cleint portfolios are up to date. The ideal example, portfolio queries, tax reports, fees etc.) Collate Private Placements with Portfolio Manager diary for Portfolio Manager(s) Prepare Information packs for meetings Ensuring client portfolios are up