Portfolio Management Admin Support - Remote

SA Sales Fraternity; Johannesburg; Remote; ZAR 200,000 - 300,000; Full time

Job summary

A financial advisory firm is seeking a Portfolio Management Admin Support professional to work remotely. The role involves preparing business applications, client services, and maintaining compliance with FINMA regulations. Candidates must have a strong understanding of financial instruments and at least 5 years of experience in financial services. This position offers flexible remote work hours and competitive holiday allowances.

Benefits

25 days of holidays

100% remote work

Qualifications

• 5+ years' experience in a financial services role.
• Self-starter capable of working independently remotely.
• Understanding of KYC / AML processes.

Responsibilities

• Preparation of lump sum business applications.
• Client services for lump sum clients.
• Ongoing AML monitoring and updates for FINMA compliance.

Skills

Strong understanding of financial instruments

Strong Excel skills

Experience with regulatory requirements

Strong written and verbal communication skills

Analytical and problem-solving abilities

Education

Diploma in Financial Planning preferred

Tools

Microsoft Office (Word, Teams)

Experience with DocuSign

Experience using CRM platforms

Job description

SUMMARY :

Portfolio Management Admin Support - Remote

POSITION INFO : About our Client :

Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). They are also a member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).

Their approach has been developed over numerous years of advising people from different nationalities, age groups, and industries in Switzerland. They tailor their advice to personal circumstances by actively listening.

This means you walk away with what you need and not simply what your adviser wants to give you.

Our client’s mantra is simple: Always start with the basics as these are essential. They won’t promise to make you rich, but they promise to make you efficient. Their team of international experts offers advice in English, French, Spanish, and Portuguese.

Role expectations :

• Preparation of lump sum business applications and presales support to advisers
• Lump Sum Business Submission – processing new business applications and submission to providers on their panel (Finpension, SwissQuote + Company Platform from 2026)
• Presales and Pipeline Management for lump sum business – following and chasing new business applications to completion following company rules – updating internal working documents (Excel + CRM systems)
• Data Management of the Ongoing Board (AML / Risk Categorisation / Portfolio and Mandate / Fee Data / Client Data Management)
• Client services for lump sum clients – maintaining strong relationships with advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
• Withdrawal and account closure procedures
• Portfolio Management Admin (trading new monies received into model portfolios, rebalancing existing portfolios to model weightings, and portfolio reporting to advisers)
• Ongoing AML monitoring and updates for FINMA compliance
• Client Review Pack preparation for upload to Client Portal (Money Info)
• Portfolio Management CRM data management

Skills required :

Professional and Educational Background

Diploma in Financial Planning preferred but not essential. 5+ years’ experience in a financial services role – preferably in an existing Wealth Management business or banking background.

Self-starter capable of working independently remotely

Technical and Financial Knowledge

Strong understanding of financial instruments (e.g., equities, bonds, real estate, ETFs, mutual funds, structured notes, etc.)

Knowledge of regulatory frameworks

Understanding of valuation policies and procedures

Understanding of investment terminology

Understanding of application processes and business submission (new business) processes

Systems and Tools Proficiency

Strong Excel skills and Microsoft Office (Word, Teams)

Experience with DocuSign preferred (online signature software)

Proficiency with Outlook calendar and email management

Experience using CRM platforms

Regulatory and Compliance Awareness

Experience with regulatory requirements, (AUM) reporting standards, and compliance documentation

Understanding of KYC / AML processes as they relate to asset administration

Familiarity with compliance protocols, especially around confidentiality, KYC, and data protection

Communication and Interpersonal Skills

Strong written and verbal communication skills with the ability to collaborate with fund managers, custodians, and investors

Client-service orientation

Analytical and Problem-Solving Abilities

Capacity to interpret data, resolve discrepancies, and propose process improvements

Strong attention to detail

Mandatory requirements :

A laptop or desktop computer

Reliable internet connection (proof required, e.g., recent provider bill)

Backup power solution to ensure online availability during load shedding

Contract Specifications :

Start ASAP, ideally between October 1st and November 1st

100% remote work from 08:30 to 17:30 CET (1-hour lunch)

25 days of holidays (including 16 days after planned office closures plus Swiss bank holidays)