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
The Portfolio Administrator is responsible for assisting with the planning and recommendations on clients' existing client records and portfolios. This role plays a critical administrative and support function within
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
wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing
Monitoring terminal draw dates to ensure they don't expire or provide information to stakeholder extend before expiry and Follow-up on Cancelled TDD with FM. Tracking of undrawn commitments and updating SAP with forecasted draws by consulting with clients which will be validated by relevant stakeho
The Portfolio Administrator is responsible for assisting with the planning and recommendations on clients' existing client records and portfolios. This role plays a critical administrative and support function within
wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing
PTA002954-JB-1 As a Portfolio Assistant, you will provide essential administrative support and manage
Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional
Matric
Advantageous to be studying towards or have a degree in Finance or Accounting
Computer literate and thorough knowledge of Microsoft and its applications
Excel - V
external administrators and prime brokers. Portfolio administration and managing cash balances. Trade matching