Client Portfolio Administrator

Short Job Description: 

A Financial Advisory firm, based in Pinelands, Cape Town, is looking for a Client Portfolio Administrator who will primarily be responsible for performing the tasks that comprise the administrative service offering to clients. 

Job posting date: 
Wednesday, October 2, 2019
Job Type: 
Graduate placement
Required skills: 
Required Qualification: 
Matric and 3 year Diploma or Degree
Required computer skills: 
Microsoft Excel
Microsoft Outlook
Microsoft Word
Remuneration in ZAR: 
R 13,000.00 per month
Remuneration term: 
Full Job Description: 

The core competencies for this role are excellent communication abilities, strong time management and follow up ethic, attention to detail and a strong client service ethic.

Duties and Responsibilities:

· Implementation of all new business, investment and risk business.
· Follow up fund manager, life office and any outstanding documentation from the client.
· Input of all relevant client details and documentation on the Client management system.
· Keeping clients informed as to the progress of their matters per company policy.
· Implementation of all switches and redemptions.
· Implementation of all changes to insurance benefits.
· Co – ordination of all claims correspondence.
· Ensure all changes to client details are communicated to and implemented by the appropriate fund managers and life offices.
· Ensure all client queries are solved in an efficient manner.
· Maintain all client records in line with company policy.
· Prepare new client files.
· Produce any documentation or correspondence as required by the adviser.
· Attend or contribute towards client meetings as requested by the adviser
· Contribute towards the management of the ongoing client relationships in-line with the sales and service offering.
· Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation.
· A moderate level of technical knowledge is needed;

Other Requirements:

· Business Degree/ Diploma
· Industry experience and knowledge of regulatory requirements will be a definite advantage.

South Africa
Which province(s) does this job apply to: 
Western Cape
Cape Town

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