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Pretoria: Executive Client Portfolio Administrator posted by People Dimension

Pretoria: Executive Client Portfolio Administrator posted by People Dimension

Posted on 2025-04-29 00:00:00

Employer People Dimension
Category Other 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 *****@*****.co.za

Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.

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