Reference: PC001451-RC-1
Our client in Pinelands specializes in investment offers and wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing client relationship.
Duties & Responsibilities
EMPLOYMENT TYPE: Permanent
SECTOR: Finance
BASIC SALARY: R18 000 – R25 000 CTC depending on experience
START DATE: Immediate
Requirements:
- Degree / Diploma in Finance
- Minimum of 2 years’ experience
- Industry related training
- MS Office Word and Excel - non negotiable
- Must have attention to detail
- Must be able to think and plan creatively
Duties:
- New business implementation
- Marketing plan implementation
- Relief reception duties
- Comply with FAIS and FICA acts and other relevant legislation
Client Services:
- Ensure the accurate production of all Client portfolio review documentation and reports
- Regularly update and maintain Client, insurance and investment information in the Client management system
- Implementation of all switches or redemptions, including all fund manager follow-ups and completing forms where necessary
- Implementation of all changes to insurance benefits or coverage
- Co-ordination of all claims correspondence and life office follow-up of claims progress
Administration:
- Ensure all client files and electronic records are maintained in line with procedures outlined in the policies and procedures manual.
- Prepare new Client files as needed
Develop and Maintain Relationships:
- Develop and maintain relationships with key service providers, particularly Fund Managers and life companies
New Client Take-on:
- Attend or contribute towards client meetings as requested by the Adviser
Performance Assessment:
- Contribute towards setting individual objectives and KPIs in conjunction with Advisers and Business Manager based on achieving business objectives
Compliance:
- Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation
Hours:
- 08h00 – 17h00 (Mon – Fri)
Should you meet all the requirements, apply on our website at today.
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