Bellville: Portfolio Administrator posted by Hire Resolve
Posted on 2025-04-30 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Administration/PA/Secretary |
| Location | Western Cape / Bellville |
Job Summary
Responsibilities
People
-
Proactively handle client and advisor communication and queries.
-
Interact with clients, colleagues, management, and LISP providers.
-
Provide high-quality client service and support.
Procedures
-
Load new clients into the CRM system.
-
Collect and manage mandate documentation and client ratings.
-
Perform client screening and complete CDD (Client Due Diligence) for all clients.
-
Maintain and manage distribution lists (Correl8).
-
Follow up on outstanding information and incomplete documentation.
-
Maintain accurate client records and monitor CRM client folders.
-
Update and clean up database, flagging inactive investments.
-
Investigate and reconcile discrepancies between internal reports and LISP data.
-
Assist with general administrative tasks and support team members as needed.
Client Services & Reporting
-
Prepare and distribute investment instructions (initial, switches, rebalancing, changes).
-
Prepare management reports, including AUM and AUA.
-
Monitor and implement model portfolio changes and deviations.
-
Restructure client portfolios as necessary.
-
Register new model portfolios and assist with advisor linking.
-
Prepare platform-based quotations and assist with mandate-related administration.
Administrative Processes
-
Follow internal administrative procedure guidelines.
-
Complete tasks within defined turnaround times.
-
Ensure compliance with FAIS and FICA principles.
Technology
-
Proficiently use CRM systems and platform portals.
-
Full working knowledge of Microsoft Office (Word, Excel).
Requirements
Formal Education
-
Matric (Grade 12).
-
Relevant skills in:
-
Communication (English and Afrikaans).
-
Basic math and reconciliation.
-
Experience
-
2 – 5 years experience in a financial services or investment-related administrative environment.
Knowledge
-
Strong administrative background.
-
Excellent customer service skills.
-
Technologically literate (MS Office, email, internet use).
-
Basic knowledge of investment platforms and model portfolios.
Skills and Attributes
-
Proactive and self-motivated.
-
Friendly, emotionally mature, and professional demeanor.
-
Highly organized with attention to detail.
-
Strong verbal and written communication skills.
-
Logical thinking, coordination, and planning ability.
-
Time management and task prioritization.
-
Problem-solving capabilities.
-
Ability to manage multiple responsibilities.
-
Team-oriented and dependable.
Benefits
- Market-related salary
-
Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
- Please use “Portfolio Administrator” as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Bellville
More jobs in Western Cape
Browse Other Administration/PA/Secretary Jobs
Browse Hire Resolve Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Bellville: Field Service Technician – Urgently needed posted by Marlin Technologies
Minimum RequirementsFirm understanding of water filtration plants and Components.Understanding of electricity and electrical components.Plumbing and...
View Job
Field Service Technician – Urgently needed
Bellville: Diesel Mechanic posted by puma transport
We are looking for someone trustworthy and willing to work , candidate responsibilitys would be to maintain a clean work environment and maintain a mix of 8...
View Job
Diesel Mechanic
Bellville: Senior Technical Engineer posted by ML Technologies
We are looking for an Area Manager Technical CCTV Engineer. The following criteria serves as guidelines for prospective candidates1.Minimum 5 Years...
View Job
Senior Technical Engineer
Bellville: Admin Personal Assistant posted by De villiers lee
provide administrative and organizational support to a manager or executive, handling tasks like scheduling, travel arrangements, email management, and...
View Job
Admin Personal Assistant
Bellville: Company Secretarial Officer posted by ALRecruitment
Audit firm needs additional Company Secretarial Officer.-At least 2 years relevant experience-Accounting or tax experience will be an advantagePlease send...
View Job
Company Secretarial Officer
Bellville: Saica Internship – To start Jan. 2026 posted by ALRecruitment
This well established medium-large audit firm is hiring Saica clerks for 2026.Apply now with your Saica accredited degreequalification.
View Job
Saica Internship – To start Jan. 2026
Bellville: Tax Administrator posted by ALRecruitment
Established audit firm has this vacancy in their accounting department.-Relevant qualification-At least 2 years experience-Accounting or Company Secretarial...
View Job
Tax Administrator
Bellville: Sales Representative posted by Manufacturer
We are looking for a driven Sales Representative with experience in the agricultural, industrial, manufacturing sector to join our team!Requirements Minimum...
View Job
Sales Representative
Bellville: Operations / Area Manager posted by ML Technologies
A progressive Company operating in the field of CCTV Surveillance Monitoring and Protection is looking for an Area Manager that will be based in Cape...
View Job
Operations / Area Manager
Bellville: MEDICAL RECEPTIONIST IN THE BELLVILLE AREA NEEDED
Medical receptionist with the following experience needed in Bellville area Reception Management Must be familiar with Medi Edi program Credit control ...
View Job
MEDICAL RECEPTIONIST IN THE BELLVILLE AREA NEEDED
Bellville: Raw Material Planner
Raw Material Planner Bellville Our client seeks the expertise of a Raw Materials Planner with 4-6 years experience. In this role, you will be responsible...
View Job
Raw Material Planner
Bellville: Temporary Receptionist – Bellville (Cape Town) | 3 – 6 Months
My client in Oil Gas is looking for a Temporary Receptionist to manage front desk operations, switchboard duties, and travel bookings. The ideal candidate...
View Job
Temporary Receptionist – Bellville (Cape Town) | 3 – 6 Months
Bellville: Crane Operator
Efficiency Staffing Solutions Pty Ltd Registration No. 202287685707 Job Advert Duties Responsibilities Equipment Maintenance Troubleshooting Ensure smooth...
View Job
Crane Operator
Bellville: GROUP FINANCIAL MANAGER
SUMMARY The Group Financial Manager will be responsible for managing all financial aspects of the company, ensuring compliance with regulatory standards,...
View Job
GROUP FINANCIAL MANAGER
Cape Town City Centre: Training Officer (Boiler Trainees) – Bellville
Requirements Educational Qualifications Grade 12. Boiler Attendance Certificate. N2 or N3 in Mechanical Engineering advantageous. Valid drivers license....
View Job
Training Officer (Boiler Trainees) – Bellville
Bellville: Electrical Engineer (Pr.Eng preferred)
Well-established manufacturer of electrical equipment seeks to employ a professionally registered Electrical Engineer to analyse and optimise manufacturing...
View Job
Electrical Engineer (Pr.Eng preferred)
South Africa: Intermediate C# Systems Developer with Xamarin /Maui (Bellville Cape Town (Hybrid) – R1.08mil per annum
One of South Africas leading beverage companies is on the hunt for a highly skilled Intermediate C Systems Developer with experience in Xamarin or MAUI to...
View Job
Intermediate C# Systems Developer with Xamarin /Maui (Bellville Cape Town (Hybrid) – R1.08mil per annum
Bellville: IT Team Leader
Job Title Service Desk Team Lead IT Location Bellville Employment Type Full Time Job Summary We are seeking a highly skilled and motivated IT Technical...
View Job
IT Team Leader
Bellville: Branding Sales Consultant
REQUIREMENTS Matric, or similar qualification advantageous Previous sales experience is preferred but not essential Experience compiling quotes is essential...
View Job
Branding Sales Consultant
Bellville: Compliance Officer Insurance
Compliance Officer Insurance Bellville, Cape Town Our insurer client seeks a Compliance officer within the insurance long term experience. Salary Market...
View Job
Compliance Officer Insurance
Bellville: Business/Systems Analyst
Systems Analyst Agent R17500.00 basic Bellville Functional Duties and Responsibilities Provide responsive and courteous technical and system support to...
View Job
Business/Systems Analyst
Bellville: Code 10 Driver
A recent professional profile photo is to accompany your application EMPLOYMENT TYPE Permanent SECTOR Factory, Manufacturing BASIC SALARY R13 500.00 -...
View Job
Code 10 Driver
Bellville: Junior Python Developer (JB5233) posted by Kontak Recruitment
Junior Python Developer JB5233Bellville, Cape Town, Western Cape Hybrid 3 days office, 2 remoteCompensation Dependent on experienceCategory Information...
View Job
Junior Python Developer (JB5233)
Bellville: Incoming Lead Conversion Specialist
REQUIREMENTS Matric, or similar qualification advantageous Previous sales experience is preferred but not essential Experience compiling quotes is essential...
View Job
Incoming Lead Conversion Specialist
Bellville: MEDICAL SECRETARY posted by Medical Practice
An established Private Medical Practice based in Bellville, Cape Town is looking to hire an experienced Secretary to join their team. Responsibilities...
View Job
MEDICAL SECRETARY