Introduction

A leading company in the Financial sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria East.

Duties & Responsibilities

Support to Financial Planners in an office environment through general and client portfolio administration with executive duties to include, but not limited to:
Understand, execute and manage intermediary services as defined by the FAIS act.
Receive and execute tasks and instructions via email, electronic voice and telephone;
Prepare reports and correspondence, typing, data capturing and CRM;
Maintaining client relationship, liaison via email telephone etc;
Liaison with service providers, instructions to and management of their execution;
Keeping and execution of minutes, in meetings, conference calls or in client consultation;
Review and maintain ongoing instructions and client portfolios;
General influence to maintain a professional office environment.

Desired Experience & Qualification

Matric Qualification
A relevant bachelors qualification or at least matric with mathematics and/or commercial subjects such as accounting, economics etc;
Basic understanding of economics, financial markets, income tax and accounting;
Knowledge of insurance and investment administration and understanding of regulation;
Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills;
Afrikaans and English with good communication, verbal and writing skills
Driver’s license and own reliable transport

Personal competencies

Tactful, patient, group orientated team player, methodical, detail conscious, accurate and tidy;
Able to operate independently;
Results orientated, energetic, productive and able to show initiative;
Ability to prioritise activities and adjust effectively;
Manage difficult situations calmly, with optimism and be resilient under pressure.

Package & Remuneration

R 15 000 CTC pm. (Salary commensurate with experience)

Interested?

Please mail your CV, QUALIFICATION COPIES and a PROFILE PHOTO to

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