EXECUTIVE CLIENT PORTFOLIO ADMINISTATOR

Permanent, full time position
Areas: Faerie Glen, Gauteng
Salary: R 9 000 – R 11 000 per month

ESSENTIAL REQUIREMENTS:
Fluent in Afrikaans
2 – 3 Years working experience of long-term insurance and investment administration
Matric with mathematics / accounting / economics / business economics essential
Computer literacy MS Office – advanced level
Understanding FICA & FAIS acts and CRM systems
Basic understanding of economics, financial markets, income tax and general acceptable accounting principles and practices

DUTIES:
Executive portfolio administration and support to Financial Planners in an office environment of a Financial Planning Practice. Duties will include, but is not limited to liaising with clients, keeping and action minutes, taking instructions, implement according to regulating requirements, typing & Dictaphone, data capturing, administration, filing, reception and general office assistant duties.