Our client in Pinelands specializes in investment offers and wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing client relationship. Duties & Responsibilities

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 ...