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 & Responsibilitie

• 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...