PORTFOLIO ADMINISTRATOR

Recruiter:

Red Cat Recruitment

Job Ref:

PORTFOLIO ADMINISTRA..

Date posted:

Tuesday, April 23, 2024

Location:

pietermaritzburg, KwaZulu-Natal, South Africa

Salary:

To be discussed

SUMMARY:
PORTFOLIO ADMINISTRATOR

POSITION INFO:

RedCat Recruitment urgently seeking an experienced PORTFOLIO ADMINISTRATOR for a large national concern, position based in Pietermaritzburg, KwaZulu-Natal.

REQUIREMENTS

Grade 12.

Relevant qualification/s.

Valid driver’s license / own reliable vehicle.

Strong computer skills (MS Office, Email / Internet). Wealthcraft, Retirement Cash Flow Forecaster, Asset Allocation programme advantageous!

3+ yrs working experience in a similar position.

To assist with the planning and recommendations on clients’ overall portfolios together with portfolio construction.

To update client portfolios on the system.

Service and maintain existing clients and their records on the system as is required by FAIS.

Computer data base on the system to be kept updated whenever a change is made to the client record.

Any other tasks which you may be required to perform with regards to the client’s life / investment planning requirements.

Calling for policy information.

To assist where necessary when required with all administration duties in the office.

Salary package offered: - To be discussed

PLEASE ONLY APPLY IF YOU HAVE THE RELEVANT EXPERIENCE / ONLY SUITABLE CANDIDATES WILL BE CONTACTED.

IMPORTANT

PLEASE APPLY FOR THIS POSITION VIA OUR WEBSITE (

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