portfolio administration

DescriptionWORKING RELATIONSHIPSThis role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service providers.OVERALL PURPOSEThe primary purpose of the r...

ETQA Administrator, George - Western Cape Become a part of our clients vibrant team as an ETQA Administrator and contribute to the enhancement of education and training standards! Responsibilities: Meeting Coordination: Secure meetings for management. SETAs/QCTO/CHE Liaison: Communicate with ETQAs regarding scope extension and ensure compliance. Participate in site visits for verification. Admini...

Become a part of our clients vibrant team as an ETQA Administrator and contribute to the enhancement of education and training standards! Responsibilities: Meeting Coordination: Secure meetings for management. SETAs/QCTO/CHE Liaison: Communicate with ETQAs regarding scope extension and ensure compliance. Participate in site visits for verification. Administrative Tasks: Enroll learners on ETQA LM...

Support the Fabric buyers and suppliers.Assisting with Merchandising, and Raw materialsCollaboration with cross functional teams.AdminQualifications and Experience:A relevant diploma or degree in Clothing management, or a related field.Skills:Proficiency in Microsoft Excel and Outlook.Highly organized and able to self-manage.A willingness to learn, adapt, and thrive in a fast-paced environment.Ad...

To promptly and efficiently assist the department by providing an efficient and effective administrative role to achieve business objectives and to provide support to the various stakeholders. Qualifications: †  Matric †  A three-year National Diploma in Commerce or equivalent Knowledge and Skills: †  Minimum of 3-5 years†experience in a Financial Services administrative environmen...

DescriptionWORKING RELATIONSHIPSThis role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service providers.OVERALL PURPOSEThe primary purpose of the r...

Business Segment: Business & Commercial Banking To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service ful...

Pietermaritzburg Wealth & Risk consultants require a mature and experienced Portfolio who will be responsible for their client's investment portfolio, researching and selecting the products and industries for their portfolio. Duties will include gathering and compiling policy information, updating and reporting on clients portfolios. Applicants should live in the surrounding areas, have their mat...

Who We Are: Schwazze (OTCQX:SHWZ | NEO:SHWZ) is building a premier, vertically integrated regional cannabis company with assets in Colorado and New Mexico. The parent company of a portfolio of leading cannabis businesses and brands spanning seed to sale, Schwazze is committed to unlocking the full potential of the cannabis plant to improve the human condition. Schwazze is anchored by a high-perfo...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary a...

Send an email about this job to a friend or to yourself. Your Name Recipient's Name Recipient's Email Address Message Senior Sectional Title Property Portfolio Manager FMS Property Managers currently manages over 80 sectional title schemes and homeowner associations. As we are a Western Cape based Company, our focus is primarily on the Western Cape region, stretching from the CBD to the Overberg....

... Monitoring terminal draw dates to ensure they don't expire or provide information to stakeholder extend before expiry and Follow-up on Cancelled TDD with FM. Tracking of undrawn commitments and updating SAP with forecasted draws by consulting with clients which will be validated by relevant stakeholders (e.g. Segments and Strategic Business Units) Initiate and support disbursements and draw p...

Graduate position who wants to join the Financial Services sector and grow into a Portfolio professionalMatricAdvantageous to be studying towards or have a degree in Finance or AccountingComputer literate and thorough knowledge of Microsoft and its applicationsExcel - Vlook-upsAnalytically InclinedAccounting InclinedStrong Administrative skills

RedCat Recruitment urgently seeking an experienced PORTFOLIO ADMINISTRATOR for a large national concern, position based in Pietermaritzburg, KwaZulu-Natal. REQUIREMENTS Grade 12. Relevant qualification/s. Valid drivers license / own reliable vehicle. Strong computer skills (MS Office, Email / Internet). Wealthcraft, Retirement Cash Flow Forecaster, Asset Allocation programme advantageous! 3 yrs w...

Recent Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional Matric Advantageous to be studying towards or have a degree in Finance or Accounting Computer literate and thorough knowledge of Microsoft and its applications Excel - Vlook-ups Anal...

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals.Key R...

Qualifications Required:A relevant degree or diploma in Financial Services, Payroll/HR, Accounting, Legal, or Insurance.At least 2 years of relevant experience in similar roles within the financial services industry.Key Responsibilities:Record Keeping and Administration:Maintain comprehensive administrative records for each client.Handle all forms of written communication, manage the compilation ...

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals. Key ...

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals. Key ...

An administrator is responsible and accountable for the full administration of a portfolio of clients allocated. He/ she should adhere to the administration procedures, SLA and industry requirements at all times. The administrator in this role should ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with the KPI and values of the company).Are...

IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town.To qualify for this position, you need: NQF 4 or working towards completing your NQF 4At least 2 years of experience in a similar positionExperience with rentalsExperience with PayPropGreat administrative skillsExcellent communication skills and telepho...

Job Purpose: The Portfolio Administrator is responsible for assisting with the planning and recommendations on clients' overall investment portfolios, as well as maintaining and servicing existing client records and portfolios. This role plays a critical administrative and support function within the investment management team. Key Responsibilities: Assist with portfolio construction and recommen...

... Monitoring terminal draw dates to ensure they don't expire or provide information to stakeholder extend before expiry and Follow-up on Cancelled TDD with FM. Tracking of undrawn commitments and updating SAP with forecasted draws by consulting with clients which will be validated by relevant stakeholders (e.g. Segments and Strategic Business Units) Initiate and support disbursements and draw p...

Be part of our client's office family as a Junior Client Portfolio Analyst. The successful candidate will form part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general client relationship managers, external investment managers and linked investment service prov...