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Executive Client Portfolio Administrator - Faerie Glen in Gauteng - People Dimension

People Dimension

PEOPLE DIMENSION believes that every successful company is shaped by great people, which is why our business is all about finding them.

Because the right people matter!!!

PEOPLE DIMENSION is a Recruitment agency committed to seeking greatness in the South African job market and introducing them to our clients.

Skills attraction is our passion, and building trusted partnerships with both our clients and applicants, through dedicated service our priority.

PEOPLE DIMENSION prides itself 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:

Information Technology
Engineering
Finance
Office Support
Sales and Marketing



PEOPLE DIMENSION is a Level 4 BBBEE Contributor and has been placing the right people since 2006

We invite you to choose PEOPLE DIMENSION as your recruitment partner.

Because the right people matter!!! Recruiter from sector Professional services, located in Gauteng, From 1 to 10 workers

    About this job ad 15 August

    Province

  • Pretoria, City of Tshwane, Gauteng
  • Description


  • Industry
    Finance
    Remuneration
    R10 000 CTC
    Reference
    622
    Employment Equity
    ***********
    Permanent/Temporary
    Permanent
    Summary
    My Client focuses on comprehensive wealth management, analysis, planning implementation and monitoring of informed financial decisions for their clients. They are looking for a Executive Client Portfolio Administrator to join their team ASAP!
    Job Description
    Support to Financial Planners in an office environment through general and client portfolio administration with executive duties to include, but not limited to:
    2.2. Understand, execute and manage intermediary services as defined by the FAIS act.
    2.3. Receive and execute tasks and instructions via email, electronic voice and telephone;
    2.4. Prepare reports and correspondence, typing, data capturing and CRM;
    2.5. Maintaining client relationship, liaison via email telephone etc;
    2.6. Liaison with service providers, instructions to and management of their execution;
    2.7. Keeping and execution of minutes, in meetings, conference calls or in client consultation;
    2.8. Review and maintain ongoing instructions and client portfolios;
    2.9. General influence to maintain a professional office environment
    A relevant bachelors qualification or at least matric with mathematics and/or commercial subjects such as accounting, economics etc;
    3.2. Basic understanding of economics, financial markets, income tax and accounting;
    3.3. Knowledge of insurance and investment administration and understanding of regulation;
    3.4. Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills;
    3.5. Afrikaans and English with good communication, verbal and writing skills;
    Personal competencies
    4.1. Tactful, patient, group orientated team player, methodical, detail conscious, accurate and tidy;
    4.2. Able to operate independently;
    4.3. Results orientated, energetic, productive and able to show initiative;
    4.4. Ability to prioritise activities and adjust effectively;
    4.5. Manage difficult situations calmly, with optimism and be resilient under pressure.

  • Requirements

  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No

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Ad summary

  • Executive Client Portfolio Administrator - Faerie Glen in City of Tshwane, Gauteng

  • Recruiter

    People Dimension
  • Type of contract

    Permanent contract

  • Apply now

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