Executive Client Portfolio Administrator

IntroductionA leading company in the Financial sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria East.Duties & ResponsibilitiesSupport to Financial Planners in an office environment through general and client portfolio administration 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 environment.Desired Experience & QualificationMatric QualificationA relevant bachelors qualification or at least matric with mathematics and/or commercial subjects such as accounting, economics etc;Basic understanding of economics, financial markets, income tax and accounting;Knowledge of insurance and investment administration and understanding of regulation;Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills;Afrikaans and English with good communication, verbal and writing skillsDriver's license and own reliable transportPersonal competenciesTactful, 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 & RemunerationR 15 000 CTC pm. (Salary commensurate with experience)Interested?Please mail your CV, QUALIFICATION COPIES and a PROFILE PHOTO to hr1@peopledimension.co.zaShortlisted 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.