Portfolio Administrator Pietermaritzburg - South Africa
Accountancy Placements
Reference: PMB001036-LF-1 Portfolio Administrator (2) – Pietermaritzburg Our respectable client in Pietermaritzburg is seeking two Portfolio Administrators to join their team. Responsibilities: Assist with the planning and recommendations on clients' overall portfolios together with portfolio construction Update client portfolios on Wealthcraft, the Retirement Cash Flow Forecaster and the Asset Allocation and any other program in use now and in the future Service and maintain existing clients and their records on Wealthcraft the Retirement Cash Flow Forecaster, and the Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be kept updated whenever a change is made to the client record Any other tasks which you may be required to perform with regards to the clients Life/Investment Planning requirements Calling for policy information To assist where necessary when required with all administration duties in the office Updating of client portfolios Requirements: A relevant degree or diploma in Financial Services, Payroll/HR, Accounting, Legal, or Insurance At least 2 years of relevant experience in similar roles within the financial services industry Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.
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