Portfolio Administrator – Pietermaritzburg
Pietermaritzburg, KwaZulu-Natal, South Africa
Job Description
Portfolio Administrator - Pietermaritzburg
Our client is seeking a detail-oriented and highly organised Portfolio Administrator to join their team.
Responsibilities
- Assist with the planning and recommendations on the client's overall portfolios, together with portfolio construction
- Update client portfolios on Elite Wealth and any other program in use now and in the future
- Service and maintain existing clients and their records on Elite Wealth, as is required by FAIS
- The computer database on Elite Wealth and Atwork should be updated whenever client records change
- Any other tasks which you may be required to perform regarding the client's Life/Investment Planning requirements
- Calling for policy information
- To assist where necessary, when needed, with all administrative duties in the office
- Updating of client portfolios
- A relevant degree or diploma in Financial services, Payroll/HR, Accounting, Legal, or Insurance
- At least 2 years of relevant experience in similar roles within the financial services industry
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Job Detail
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Job IdJD1483080
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationPietermaritzburg, KwaZulu-Natal, South Africa
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EducationNot mentioned