Portfolio Administrator – Pietermaritzburg
Accountancy PlacementsHiltonjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionA relevant degree or diploma in Financial services, Payroll / HR, Accounting, Legal, or Insurance At least 2 years of relevant experience in similar roles within the financial services industry
Responsibilities
- Assist with the planning and recommendations on the client's overall portfolios, together with portfolio construction
- Update client portfolios on Elite Wealth and any other program in use now and in the future
- Service and maintain existing clients and their records on Elite Wealth, as is required by FAIS
- The computer database on Elite Wealth and Atwork should be updated whenever client records change
- Any other tasks which you may be required to perform regarding the client's Life / Investment Planning requirements
- Calling for policy information
- To assist where necessary, when needed, with all administrative duties in the office
- Updating of client portfolios
Requirements
Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.
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Portfolio Administrator • Hilton