| Date | 2024-11-24 |
|---|---|
| Job Title | Executive Client Portfolio Administrator |
| Employer | People Dimension More Information |
| Salary | 10000 |
| Category | Finance Accounting |
| Location |
Gauteng / Pretoria |
Job Summary
Introduction
A leading company in the Financial sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria East.
Duties & 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.
Desired Experience & Qualification
- Matric Qualification
- A relevant bachelors 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
Personal competencies
- Tactful, patient, group orientated team player, methodical, detail conscious, accurate and tidy;
- Able to operate independently;
- Results orientated, energetic, productive and able to show initiative;
- Ability to prioritise activities and adjust effectively;
- Manage difficult situations calmly, with optimism and be resilient under pressure.
Package & Remuneration
R 15 000 CTC pm. (Salary commensurate with experience)
Interested?
Please mail your CV, QUALIFICATION COPIES and a PROFILE PHOTO to People Dimension
Executive Client Portfolio Administrator position available in Gauteng, Pretoria. This job position was posted by People Dimension. The job has been posted as a premium ad on 2024-11-24 at 13:12:06 in the Finance Accounting category
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