Portfolio Assistant - Port Elizabeth

Kelly; Gqeberha; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services firm in Gqeberha is seeking a Portfolio Administrator to assist in managing local and offshore investment portfolios. Key responsibilities include client account administration, preparing investment proposals, and assisting with marketing campaigns. Candidates should have a relevant diploma and at least 3 years of experience in portfolio administration, along with strong Excel and communication skills. This role requires reliable transport and the ability to work under pressure.

Qualifications

• Minimum of 3 years of experience in a portfolio administration role.
• Experience with FICA and Compliance matters.
• Passion or keen interest in stock markets is an advantage.

Responsibilities

• Administer client accounts, liaise with clients, and assist with queries.
• Prepare investment proposals and maintain accurate spreadsheets.
• Assist with marketing campaigns and communication on social media.

Skills

Advanced - Excel

Good understanding of Forex and Money Markets

Communication skills

Ability to work under pressure

Education

Relevant Diploma or NQF 6 Qualification

Matric

Tools

BDA

Dynamics

Outlook

Word

PowerPoint

Job description

We are looking for a Portfolio Administrator who will play an important role in assisting a team that advises, services, and manages local and offshore investment portfolios for high-net-worth clients.



Responsibilities

• Administer client accounts - Assist in obtaining client onboarding documentation (local & offshore) and obtain the necessary FICA documentation to be handed to the client onboarding team. Liaise with clients and assist with client queries, maintain client relationships where necessary
• Daily and monthly planning & reporting on key areas (client review/appointments etc.) - develop an understanding of the portfolio management business. Prepare investment proposals and client review packs for clients where necessary. Maintain accurate spreadsheets for monthly client income payments
• Assist with marketing campaigns and relevant market communication, on the social media platform, e.g. Fund fact sheets, up-to-date market information. Assist with the preparation of client proposals, portfolio reviews. Send performance reviews and statements to clients when necessary

Requirements

• Matric
• Relevant Diploma or NQF 6 Qualification
• A minimum of 3 years of experience in the role
• Reliable transport and punctual

• Advanced - Excel, Outlook, Word, PowerPoint, BDA
• Must be able to work under pressure

• Experience with FICA and Compliance matters
• Good understanding of Forex and Money Markets
• Experience in BDA and Dynamics is an advantage
• Passion / keen interest in stock markets an advantage