Portfolio Assistant Manager - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 20-05-2015 7:30:01 AM
17-06-2015 7:30:01 AM
Our client requires the service of a Portfolio Assistant Manager.


Key performance areas:

? Proactively manage all client and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)
? Collate Corporate Actions with Portfolio Manager and clients
? Collate Private Placements with Portfolio Manager and clients
? Responsible for collating client payment information and documentation
? Responsible for collating share transfer information and documentation
? Responsible for quality check on all mandates and FICA information
? Ad hoc administrative duties
? Monitor safe custody fees on in-house system
? Follow up on debit lists
? Monitor At Home positions
? Manage the diary for Portfolio Manager(s)
? Prepare Information packs for meetings

The successful candidate must have:
? Matric with B.Com degree of relevant qualification
? Registered person exam would be advantageous
? Basic understanding or the Private Client business and the stock-broking environment
? Experience within a financial service industry
? Experience in a stock-broking environment
? Bonds and Safex exams would be advantageous
? Excellent computer literacy (MS word, Excel & PowerPoint)
? Excellent written & verbal communication skills – Fully bilingual
? Excellent planning and organizational skills
? Must be able to work under pressure

Please note that only short listed candidates will be contacted.