Executive Client Portfolio Administrator

• 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.

• 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
• Driver’s license and own reliable transport

• 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.

People Dimension