Description:
Introduction
A leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East.
Duties & Responsibilities
Supervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to: Understand, execute and manage intermediary services as defined by the FAIS act. Receive and execute tasks and instructions via email, electronic voice and telephone; Prepare reports and correspondence, typing, data capturing and CRM; Maintaining client relationship, liaison via email telephone etc; Liaison with service providers, instructions to and management of their execution; Keeping and execution of minutes, in meetings, conference calls or in client consultation; Review and maintain ongoing instructions and client portfolios; General influence to maintain a professional office environmentDesired Experience & Qualification
Matric Qualification A relevant bachelors qualification Understanding of economics, financial markets, income tax and accounting; Knowledge of insurance and investment administration and understanding of regulation; Minimum 3 years' experience in a similar management role. Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills; Afrikaans and English with good communication, verbal and writing skills Driver’s licence and own reliable transport
Personal competencies
Tactful, patient, group orientated team player, methodical, detail conscious, accurate and tidy; Able to operate independently; Results orientated, energetic, productive and able to show initiative; Ability to prioritise activities and adjust effectively; Manage difficult situations calmly, with optimism and be resilient under pressure.Package & Remuneration
Market related.
Interested?
Please mail your CV to hr1@peopledimension.co.za
Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.
16 May 2023;
from:
gumtree.co.za