Portfolio Administrator - Wealth & Investments

About the position

Join an award-winning financial practice in Pretoria East, renowned for its excellence in wealth management and investments. The practice have received numerous accolades over their years and one of the directors has been celebrated as one of the best financial planners in South Africa and is a prominent speaker and author on retirement and investments.
As a Portfolio Administrator, you will support Portfolio Managers, process applications, and interact with clients from diverse backgrounds.

This role requires teamwork, a strong work ethic, and the ability to stay focused without distractions. Proficiency in technology, computer literacy, and a quick learning ability are essential, as evidenced by your academic history.

If you are dedicated, tech-savvy, and eager to be part of a top-tier financial practice, we invite you to apply and contribute to our client's continued success in the financial sector.

Requirements:

• Minimum Matric (tertiary qualification in Commerce/ Finance beneficial)
• Previous administrative experience in an investment or similar environment
• Fluency in English and Afrikaans

NOTE: We ONLY accept online applications. We do not consider direct applications via Whatsapp or email. 

The final remuneration package offered by the employer will be determined based on market standards, considering the candidate's qualifications, skills, and level of experience. The employer retains the prerogative to provide a remuneration package that aligns with industry norms and the specific attributes of the selected candidate.

Desired Skills:

• portfolio administrator
• investment
• wealth
• insurance