portfolio administration

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 equivalentKnowledge and Skills: Minimum of 3-5 years' experience in a Financial Services administrative environment Understanding and knowl...

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 equivalentKnowledge and Skills: Minimum of 3-5 years' experience in a Financial Services administrative environment Understanding and know...

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...

... 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...

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...

RedCat Recruitmenturgentlyseeking an experiencedPORTFOLIO ADMINISTRATORfor a large national concern, position based inPietermaritzburg, KwaZulu-Natal.REQUIREMENTSGrade 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 working exper...

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 environment Understanding and know...

N/Subs Well established company operating in Group Risk channel requires the services of an experienced Administrator with previous exp in Portfolio / Fund Administration Matric Relevant business qualification or equivalent experience within the Risk space 3 years of relevant working experience Excel intermediate exp essential Excellent communication skills to liaise with clients telephonically o...

These jobs were popular with other job seekers Reference: PC001451-RC-1Our client in Pinelands specializes in investment offers and wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing client relationship. Duties & Responsibilities A rece...

... 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...

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...

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...

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 Analytically Inclined Accounting Inclined Strong Administrative skills

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...

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...

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 ...

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 ...

Reference: NFP014078-SHb-1 A leading wealth management firm dedicated to providing personalized financial solutions to their clients. With a focus on integrity, innovation, and client service, they strive to achieve excellence in managing wealth and creating value for their clients. They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assis...

Reference: NFP014079-SHb-1 A leading wealth management firm dedicated to providing personalized financial solutions to their clients. With a focus on integrity, innovation, and client service, they strive to achieve excellence in managing wealth and creating value for their clients. They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assis...

Reference: NFP014088-AA-1 This leading wealth management firm is dedicated to providing personalized financial solutions to their clients. With a focus on integrity, innovation, and client service, they strive to achieve excellence in managing wealth and creating value for their clients. They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio ...

Reference: NFP014086-AA-1 This leading wealth management firm is dedicated to providing personalized financial solutions to their clients. With a focus on integrity, innovation, and client service, they strive to achieve excellence in managing wealth and creating value for their clients. They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio ...

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...

We're looking for An Office & Administration Manager who will take full responsibility of all administrative matters relating to the efficient running of the Head Office, as well as general administrative tasks and day-to-day operations in the office. Who are you? Must want to do every task they are given with pride and excellence.Excellent written, verbal, interpersonal and organizational skills...