Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town . To qualify with rentals Experience with PayProp Great administrative skills Excellent communication skills and telephone
administer the customer relationship management (CRM) system to ensure smooth operation and user satisfaction within the CRM system - Provide training and support to users on how to effectively use the CRM system - - Develop and implement CRM system enhancements and customizations based on user feedback and business within the CRM system - Plan and execute data migration projects to transfer data to and from the CRM system Stay informed about industry best practices and new CRM technologies to make recommendations for system improvements
administer the customer relationship management (CRM) system to ensure smooth operation and user satisfaction within the CRM system - Provide training and support to users on how to effectively use the CRM system - - Develop and implement CRM system enhancements and customizations based on user feedback and business within the CRM system - Plan and execute data migration projects to transfer data to and from the CRM system Stay informed about industry best practices and new CRM technologies to make recommendations for system improvements
OPERATIONS IS ESSENTIAL Perform Fund and Portfolio administration including trade execution and reporting and ASISA Banks, Custodians and Trustees Fund Administrators Brokers (bonds, equities, derivatives, money Morningstar etc) Reconciling SA domiciled funds and portfolios on Bloomberg AIM making use of the BaseSigma adjustments, Cash Balance Recons (BDS/CCMS) and Portfolio Recons to MAV. Hand Pricing of Instruments Report availability to the CAM/PMs Trade and General Portfolio Administration. Executing trades and cash transfer instructions
sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria environment through general and client portfolio administration with executive duties to include, but reports and correspondence, typing, data capturing and CRM;
Our client is looking for a Trade and Portfolio Administrator to join their team. This is a great opportunity Experience in collective investment scheme and portfolio administration. Experience in working with auditors. Morningstar, Fundamental, HIPORT and other fund/portfolio administration systems (advantageous).
Our client is looking for a Trade and Portfolio Administrator to join their team. This is a great opportunity Experience in collective investment scheme and portfolio administration. Experience in working with auditors. Morningstar, Fundamental, HIPORT and other fund/portfolio administration systems (advantageous).
Customize:
Design and implement customized CRM solutions to meet business requirements.
Integrate
/>Integrate Systems:
Seamlessly integrate CRM with other enterprise applications.
Optimize Data
/>Work closely with cross-functional teams to enhance CRM functionalities.
Qualifications:
3+ years of CRM development experience.
Proficiency with CRM platforms (e.g., Salesforce
dynamic and innovative team.
- Drive impactful CRM solutions that enhance business operations.
and Customize:** Design and implement customized CRM solutions to meet business requirements.
- **Integrate
**Integrate Systems:** Seamlessly integrate CRM with other enterprise applications.
- **Optimize
Work closely with cross-functional teams to enhance CRM functionalities.
**Qualifications:**
- 3+ years of CRM development experience.
- Proficiency with CRM platforms (e.g., Salesforce
dynamic and innovative team.
- Drive impactful CRM solutions that enhance business operations.
Description:JOB PURPOSE
The Lead CRM is responsible for overseeing the implementation
strategic use of the Customer Relationship Management (CRM) system to enhance customer engagement, sales effectiveness
processes. This role plays a critical part in driving CRM strategy and maximizing the value of customer data
/>
CRM Strategy and Roadmap