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
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
Northern side of Pretoria Assisting KAM with client requests and queries General admin Client Requests Costing Requests Capturing quotations Hazardous waste bookings Loading of requisitions Loading Client Services Internal Reporting Assisting RFQ with compiling RDF's and Tender documents Matric Good
Northern side of Pretoria Assisting KAM with client requests and queries General admin Client Requests Costing Requests Capturing quotations Hazardous waste bookings Loading of requisitions Loading Client Services Internal Reporting Assisting RFQ with compiling RDF's and Tender documents Matric Good
admin pertaining to insurance portfolios Drawing up insurance portfolio schedules and quotations Checking admin pertaining to insurance portfolios Drawing up insurance portfolio schedules and quotations Checking admin pertaining to insurance portfolios Drawing up insurance portfolio schedules and quotations Checking
admin pertaining to insurance portfolios Drawing up insurance portfolio schedules and quotations Checking admin pertaining to insurance portfolios Drawing up insurance portfolio schedules and quotations Checking admin pertaining to insurance portfolios Drawing up insurance portfolio schedules and quotations Checking
Coordinate customer activities within the applicable portfolio in an efficient and cost effective manner focusing quality management templates for the Product Portfolio Check that all stock leaving the store has the products. Manage database in support of the product portfolio. Office Support & Communication Assist with
PRINCIPAL ACCOUNTABILITIES
Trademarks
Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier
operations of the H4 Collective Investment Scheme portfolios. Review investor application, redemption, switch