Portfolio Administrator

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE  :          Permanent SECTOR             :          Finance BASIC SALARY       :          R18 000 – R25 000 CTC depending on experience START DATE                 :          Immediate REQUIREMENTS: Degree / Diploma in Finance Minimum of 2 years’ experience Industry related training MS Office Word and Excel - non negotiable Must have attention to detail Must be able to think and plan creatively DUTIES:  New business implementation Marketing plan implementation Relief reception duties Comply with FAIS and FICA acts and other relevant legislation  Client Services Ensure the accurate production of all Client portfolio review documentation and reports Regularly update and maintain Client, insurance and investment information in the Client management system Implementation of all switches or redemptions, including all fund manager follow-ups and completing forms where necessary Implementation of all changes to insurance benefits or coverage Co-ordination of all claims correspondence and life office follow- up of claims progress  Administration Ensure all client files and electronic records are maintained in - line with procedures outlined in the policies and procedures manual. Prepare new Client files as needed  Develop and Maintain Relationships Develop and maintain relationships with key service providers, particularly Fund Managers and life companies  New client take-on Attend or contribute towards client meetings as requested by the Adviser  Performance Assessment Contribute towards setting individual objectives and KPIs in conjunction with Advisers and Business Manager and based on achieving business objectives  Compliance Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation  HOURS: 08h00 – 17h00 (Mon – Fri) Â

Location: Pinelands, ZA

Posted Date: 5/12/2024