Portfolio Specialist Assistant
Belmar Personnel · Ballito, KwaZulu-Natal
Posted 18 August 2026
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The Administrative Assistant will provide comprehensive administrative and after-sales support to clients. The role focuses on delivering excellent client service, maintaining strong client relationships and assisting with personal assistant and general office administration duties.
Duties & Responsibilities
- Handle administration relating to risk portfolios
- Assist with medical aid and life insurance administration
- Process portfolio switches
- Manage and maintain client portfolios
- Assist with compliance administration
- Prepare monthly review schedules
- Liaise with life insurance companies to obtain quotations
- Provide professional and efficient client service
- Assist with the implementation of new business
- Prepare and maintain client files
- Process client queries and instructions
- Maintain accurate information on the CRM system
- Manage diaries and schedule meetings
- Respond to emails professionally and promptly
- Coordinate travel arrangements
- Perform general personal assistant and office administration duties
Desired Experience & Qualification
- A minimum of 2 to 3 years’ experience within the financial services or wealth management industry
- Portfolio administration exp
Package & Remuneration
R144 000 - R192 000 per annum