Portfolio Administrator

Recruiter:

Communicate Recruitment

Job Ref:

CTF014141/SL

Date posted:

Tuesday, February 15, 2022

Location:

Capetown, South Africa

Salary:

Market Related Annually

SUMMARY:
Does your Profile read âWealth Managementâ or âFinancial Servicesâ? If so, I would like to hear from you. You have either assisted a team of financial planners or Wealth Managers in a previous role. You thoroughly enjoy administration and go the extra mile in assisting with various product enquiries.

JOB DESCRIPTION:

Assist in managing a portfolio of clients

Obtain quotations and pricing

Assist with instructions on behalf of clients

Provide feedback timeously

Assist with various administrative duties

Manage client files

Skills & Experience:

Meticulous

Organised

Team support

Wealth management (Non-negotiable)

Financial services (Non-negotiable)

Qualification:

Matric

Certificate/Diploma Wealth Management

Or Certificate/Diploma Financial services

Contact SHAKIRAH LAKAY on , quoting the Ref: CTF014141.

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