Updating client portfolios
Assist with planning and recommendation to clients on their portfilio
Portfolio construction
Liaise with clients
Update client portfolios on Wealthcraft
urgently seeking an experienced PORTFOLIO ADMINISTRATOR for a large national concern position.
To assist with the planning and recommendations on clients overall portfolios together with with portfolio construction.
To update client portfolios on the system.
Service and maintain
Calling for policy information.
To assist where necessary when required with all administration
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 years of experience as a Portfolio Administrator in a Wealth & Risk Management Firm. Preference will
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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 clients' overall portfolios together with portfolio construction Update client portfolios on Wealthcraft requirements Calling for policy information To assist where necessary when required with all administration administration duties in the office Updating of client portfolios Requirements: A relevant degree or diploma in
lady to make coffee, keep office clean and tidy, assist with admin when needed and keen to be taught on
throughout the facility.
lady to make coffee, keep office clean and tidy, assist with admin when needed and keen to be taught on
duties – Minute of meetings – Archiving – Diary management – Travel arrangement – Making bookings – Screening reservations – Management of calendar Skills: – English a must – Excellent management and organisation high pressure environment The post Executive Assistant appeared first on freerecruit.co.za .
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 years of experience as a Portfolio Administrator in a Wealth & Risk Management Firm. Preference will