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Cape Town City Centre: Portfolio Manager Assistant

Cape Town City Centre: Portfolio Manager Assistant

Posted on 2025-07-23 00:00:00

Job Summary

Are you a detail-oriented professional with a passion for operational excellence and client service? Ready to elevate your career in the world of wealth and investment management? A prestigious financial services firm is seeking a Portfolio Manager Assistant to join their dynamic Private Clients team in Cape Town. As the Portfolio Manager Assistant, youll take full ownership of the day-to-day administration, coordination, and compliance for a growing investment book. Working closely with Wealth Managers, your organizational prowess and ability to navigate regulatory frameworks will be key to ensuring seamless client service and efficient back-office operations. Key Responsibilities: Manage calendars, schedule meetings, and coordinate travel arrangements Maintain accurate and compliant client records Liaise with service providers to facilitate account opening processes Monitor new business workflows and follow up on exceptions Prepare documents for client meetings and reviews Uphold regulatory standards in all administrative tasks Provide exceptional service to Wealth Managers and clients Assist with investment switches, top-ups, and related functions Qualifications & Experience: Matric or equivalent qualification 23 years of experience in investment administration or similar financial role Relevant BCom Degree In-depth knowledge of FICA/FAIS and regulatory compliance Strong proficiency in Microsoft Excel, Word, PowerPoint, and Outlook Meticulous attention to detail and strong analytical skills Ability to work independently and under pressure

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Posted in Jobs in Cape Peninsula, Jobs in Cape Town City Centre, Jobs in Cape Town Region

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Cape Town City Centre: Portfolio Manager Assistant

Cape Town City Centre: Portfolio Manager Assistant

Posted on 2025-07-23 00:00:00

Job Summary

You will act as a key point of contact for clients, providers, and internal teamsensuring that all new business, client queries, and administrative functions are processed efficiently, accurately, and in line with compliance standards. Key Responsibilities Provide comprehensive administrative support to the Portfolio Manager and Private Client Team. Manage scheduling, calendars, and meeting coordination for the Portfolio Manager. Prepare documentation for client meetings, policy schedules, and investment reviews. Maintain up-to-date and accurate client records, ensuring strict adherence to confidentiality and regulatory requirements. Apply FICA and FSCA compliance knowledge when processing client information. Liaise with service providers to ensure smooth onboarding and account setup. Respond promptly to client, Wealth Manager, and internal team queries via email and phone. Monitor and escalate any discrepancies or delays to management. Process client transactions, including switches and top-ups. Coordinate travel arrangements and prepare expense reports where necessary. Support the team with departmental ad hoc duties as needed. Ensure client records are consistently accurate and compliant. Uphold high levels of service and professionalism in all client-facing interactions. Minimum Requirements Matric (Senior Certificate) essential A tertiary qualification in Finance, Investment Management, Business Administration or related field preferred 23 years investment administration or paraplanning experience within the financial services industry Sound knowledge of FICA , FAIS , and other regulatory compliance frameworks Skills & Competencies In-depth understanding of operational controls and compliance best practices Exceptional attention to detail Strong numerical and analytical skills Excellent written and verbal communication Proficient in MS Word, PowerPoint, Outlook, and advanced Excel Strong problem-solving ability and initiative High sense of accountability and professionalism Able to work independently, under pressure, and to tight deadlines Proven ability to build and maintain positive client relationships If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

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Posted in Jobs in Cape Peninsula, Jobs in Cape Town City Centre, Jobs in Cape Town Region

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