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
- 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?
Matric, Tertiary education advantageous
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
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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