• Portfolio Administrator Gqeberha
  • findojobs-za in Gqeberha, , South Africa
  • jobs
  • 4 weeks ago

jobs description

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPEÂ Â : Â Â Â Â Â Â Â Â Â Â PermanentSECTORÂ Â Â Â Â Â Â Â Â Â Â Â Â : Â Â Â Â Â Â Â Â Â Â FinanceBASIC SALARY : R18 000 R25 000 CTC depending on experienceSTART DATEÂ Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â : Â Â Â Â Â Â Â Â Â Â ImmediateREQUIREMENTS : Degree / Diploma in FinanceMinimum of 2 years' experienceIndustry related trainingMS Office Word and Excel - non negotiableMust have attention to detailMust be able to think and plan creativelyDUTIES : ÂNew business implementationMarketing plan implementationRelief reception dutiesComply with FAIS and FICA acts and other relevant legislationÂClient ServicesEnsure the accurate production of all Client portfolio review documentation and reportsRegularly update and maintain Client, insurance and investment information in the Client management systemImplementation of all switches or redemptions, including all fund manager follow-ups and completing forms where... necessaryImplementation of all changes to insurance benefits or coverageCo-ordination of all claims correspondence and life office follow- up of claims progressÂAdministrationEnsure all client files and electronic records are maintained in - line with procedures outlined in the policies and procedures manual.

Prepare new Client files as neededÂDevelop and Maintain RelationshipsDevelop and maintain relationships with key service providers, particularly Fund Managers and life companiesÂNew client take-onAttend or contribute towards client meetings as requested by the AdviserÂPerformance AssessmentContribute towards setting individual objectives and KPIs in conjunction with Advisers and Business Manager and based on achieving business objectivesÂComplianceComply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislationÂHOURS : 08h00 17h00 (Mon Fri)Â
Gqeberha South Africa


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