Job Description

Job Summary

Introduction

A leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East.

Duties & Responsibilities

• Supervise and support Executive Client Portfolio Administrators in an office environment 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

Desired Experience & Qualification

• Matric Qualification
• A relevant bachelors qualification
• Understanding of economics, financial markets, income tax and accounting;
• Knowledge of insurance and investment administration and understanding of regulation;
• Minimum 3 years' experience in a similar management role.
• Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills;
• Afrikaans and English with good communication, verbal and writing skills
• Driver's licence and own reliable transport

Personal competencies

• 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.

Package & Remuneration

Market related.

Interested?

Please mail your CV to

Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.

People Dimension

15 Soveriegn drive, Irene. Route 21

2-10

Recruiter

About

PEOPLE DIMENSION believes that every successful Brand is shaped by Great People who deliver on the promise they make. PEOPLE DIMENSION is a Recruitment agency committed to seek greatness in the South African job market. Skills attraction is our passion and building trusted partnerships with both our clients and applicants our priority. PEOPLE DIMENSION prides us on providing a personalized and delivery-focused recruitment function across all industries. Our Services include both permanent and contract placements, in the following specialist areas; xefx82xb7 Information Technology xefx82xb7 Engineering xefx82xb7 Finance xefx82xb7 Office Support xefx82xb7 Insurance xefx82xb7 Marketing & Sales A clear understanding of our clients' business and corporate culture is the starting point of every successful placement we make. Our extensive industry knowledge and more than 11 year presence within the recruitment industry, enables us to find and introduce South Africa's top talent to our clients. We also believe in continuous follow up on the progress of the candidate we have placed as well as the level of both our client's and candidate's satisfaction with our service. PEOPLE DIMENSION adheres to the APSO Constitution and Code of Ethics and is therefore very serious in complying with the requirements of South Africa's Labour legislation. We are also a Level 4 BEE Contributor. Integrity and Service excellence is our promise to you. We invite you to choose PEOPLE DIMENSION as your recruitment partner.

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