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Senior Portfolio Administrator

  • Ad Placed : 19 Jan 2020 21:30:56 Affiliate ad
  • Remuneration : PER MONTH
  • Employment Type : Full Time
  • Employment Level : Senior Management
  • Industry :
  • Professions
    Other Professions
  • Region : Western Cape
  • Company : Time Personnel

Our client is based in the Southern Suburbs of Cape Town and requires your expertise to be the right hand to one of their successful Wealth Managers. Strong organisational skills are required, ensuring that you are working one step ahead of them. Do you have a solid track record working for a Wealth Management Organisation as a Senior Portfolio Administrator?

REQUIREMENTS:

Matric, Tertiary education advantageous

Own vehicle

Very proficient in Word and Excel

Confidentiality, honesty and integrity is of upmost importance

Take responsibility of all aspects of the required duties

Effective communication skills

Financial acumen - figure literate

High attention to detail and accuracy

Ability to work under pressure and meet deadlines

Self-starter with initiative to work alone

FAIS and FICA experience will be advantageous

 

 

DUTIES:

Reporting to a dedicated Wealth Manager

Responsible for all administrative functions relating to the management of a client’s portfolio.

Diary management for the Wealth Manager

Prepare & co-ordinate documents required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS)

Minutes of meeting, portfolio reviews, records of advice

Co-ordinate documentation required in terms of the Financial Intelligence Centre Act

Maintain and update records on the CRM system

Manage and record an audit trail of all documentation

Liaise with clients and institutions on various transactions relating to the management of a client’s portfolio.

Place and follow up on all transactions to ensure correctness and completion

Reply to queries and respond to client request.

Collate tax certificates;

Preparation of offshore capital gains tax certificates

Attend meetings and training when required

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