Portfolio Administrator
Job Placements · Mamelodi
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Start free — we apply for you →Responsibilities
- Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant Wealth Manager.
- Interaction with clients (management of relationships and providing client services).
- As it relates to all business entities - Individuals, Trusts and Companies:
- Accurate implementation and maintenance of new and existing business.
- Processing of applications as they relate to the broader financial planning and wealth management.
- Investment administration matters including but not limited to:
- Unit Trusts
- Share Portfolios
- Offshore Investments
- Cash Management (Investec CCM)
- Projects as per instructions from the Practice Manager.
- Processing client queries and instructions.
- Administering all investment products.
- Prepare investment quotes.
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