• Portfolio Management Administration

o Deals with Portfolio Manager(s) client instructions timeously.

o Works well with Advisor offices and the core administration teams on behalf of Portfolio Manager(s).

o Performs all mandate completion and client onboarding steps with central operations team.

o Uses knowledge of products/process to ensure end to end finalization of client instructions or queries.

o Develops good verbal and written interaction with Advisor offices and central operations. o Assists Portfolio Manager(s) with client reviews.

• Client Services o Implementation of the client services experience, as defined by the Head of Operations.

o Works with the central operations team for the implementation of administrative processes and controls in the office (including all transactions, queries, reporting etc.).

o Act as the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Portfolio Manager(s).

o Adhere to the culture and principles of Treating Customer Fairly.

• Operational Support (administrative support)

o Capturing and preparing of client records and uploading of related documents on relevant client management tool i.e. xPlan.

o Ongoing maintenance of client data on client management tool to ensure data integrity.

o Capturing, fulfilling, and preparing client file(s) ensuring all compliance paperwork is present and confirm client risk profile.

o Prepare client briefs for the Portfolio Managers client appointments, identifying suitable client needs and liaising with central operations as required. o Schedule tasks on xPlan for reviews in line with agreed client engagement terms. 

o Preparation of all review packs / documents for Portfolio Manager(s) to engage with client(s) as agreed per terms of engagement. This includes the preparation of all profiles, meeting notes, valuations, mandate agreements with supporting marketing & application materials.

o Preparation and distribution of client welcome packs.

o Co-ordinate case specific enquiries with internal/external product and service providers.

o Ensure proper record keeping in line with business rules and where relevant, legislative requirements.

• Marketing Support

o Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc. o Assisting Portfolio Managers at client events when relevant.

o Act as a second point of contact for clients thus strengthening client relationships.

• Office Management

o Support the Portfolio Manager(s) with general office management tasks including reception, facilities, diary management, stationery, marketing material etc.

o Attend to all technology issues experienced by the Portfolio Manager(s) and facilitate the solution with IT support team.

o Support Portfolio Manager in effective client diary management and meeting preparation. Knowledge

• Of the Financial Services Industry

• Understanding of FAIS and FICA legislation

• An understanding of: o Share portfolio account opening processes (including documentation required and the loading of the account)

o Portfolio transfer o Dividend receipts and payouts

o Corporate actions

o Client statement preparation and distribution Competencies

• Computer skills: Microsoft Office (Excel, Work, Outlook and PowerPoint essential)

• Experience with Xplan; DMA; Marble; OPUS is an advantage

• Good verbal and written communications skills

• High energy individual who is customer centric and relationship orientated

• Methodical, accurate and have meticulous attention to detail 

• Self-motivated work ethic

• Organizational skills, ability to prioritize, plan and manage projects

• Ability to collaborate with others

• Critical thinking: ability to strategize, research and interpret

• Strong analytical, math and research skills

• Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients

• Teamwork: be a reliable and productive member of the team

• Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required.

• Time management: ability to manage time and tasks to ensure deadlines are met

• Assertiveness

• Proactive & resourceful

• Resilient under pressure

• Ability to multi-task

• Maintains confidentiality