Vacancy exists for a Portfolio Administrator/Receptionist at the Pretoria-East office of an investment and wealth management firm.
Minimum Requirements
- Grade 12
- B Com graduate with 1+ year working experience or Matriculant with 2+ years working experience
- Excellent communication skills in English and Afrikaans
- Non-smoker
Overview of Duties
- The successful incumbent will be responsible for reception (front line) as well as providing overall administrative support to Financial Planners.
- Receive and execute tasks.
- Prepare reports, correspondence, typing, data capturing and updating the CRM.
- Maintaining client relationships.
- Liaising with service providers.
- Reviewing and maintaining ongoing instructions on client portfolios.
Salary Bracket
R10 000 to R15 000 per month CTC, depending on experience, qualification(s) and current/previous salary.
Desired Skills
- Graduate
- Business Management
- Economics
- Wealth Management
- Investment Management
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