Executive Client Portfolio Administrator

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 mai...