- Durban Western Suburbs
- Salary: R20 000.00 - R34 000.00 Per Month
- Job Type: Permanent
- Sectors: Insurance
- Reference: 2229570
Vacancy Details
Employer: Catchrecruit
• 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
Required Skills
- Financial Svcs: 3 to 4 years
- Portfolio Trading: 4 to 5 years
Candidate Requirements
• Some years in the financial services industry will be advantageous
• Relevant tertiary education or courses
3 people have applied for this job. 114 people have viewed this job.
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