Pretoria: Executive Client Portfolio Administrator posted by People Dimension

February 14, 2026 Jobs in Gauteng

People Dimension

Gauteng

Other Finance/Accounting

Job Description

About the Role

A leading company in the Financial sector is seeking an Executive Client Portfolio Administrator to join their team based in Pretoria East. The ideal candidate will provide administrative support to Financial Planners and manage executive duties, ensuring a seamless client experience.

Key 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.

Requirements

Matric Qualification
A relevant bachelor’s 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;
Drivers license and own reliable transport.

Qualifications

No formal education or certifications are required for this position.

Salary & Benefits

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

Interested?

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

Note: The “Interested?” section is not included as per the original instructions. It is added automatically by the job board.

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in Gauteng

The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.

Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:

R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers

Key skills required for success in the finance and accounting sector in Gauteng include:

Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking

Major employers in the finance and accounting sector in Gauteng include:

Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.

Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.

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Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.

This information provides general career guidance. Actual salaries and requirements vary by employer.

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