Private Wealth Portfolio Support Specialist

Sanlam Limited; Stellenbosch; On-site; ZAR 420,000 - 620,000; Full time

Job summary

Sanlam Private Wealth is seeking a detail-oriented administrator to proactively manage client, intermediary and third party queries. You will collate corporate actions, private placements and onboarding documents, ensuring accuracy and timely processing within a busy private wealth environment.

Responsibilities include trade allocation, cash and fee reporting, and maintaining precise records in line with FICA requirements. Strong organizational and communication skills are essential.

Qualifications

• Bachelor of Commerce Degree is required.
• Registered person exam would be advantageous but not mandatory.
• Basic understanding of the Private Client business and the stock-broking environment.
• Experience within a financial services industry is essential.
• Experience in a stock-broking environment is essential.
• Bonds and Safex exams would be an advantage.

Responsibilities

• Proactively manage all client, intermediary and third party manager queries and process their requests.
• Collate Corporate Actions with Portfolio Manager and clients.
• Collate Private Placements with Portfolio Manager and clients.
• Responsible for collating client payment information and documentation.
• Responsible for collating share transfer information and documentation.
• Responsible for collating cash journal information and documentation.
• Responsible for collating on boarding documents and quality check on all mandates and FICA information.
• Screen all new clients against sanction lists prior to onboarding.
• Submit clear and accurate instructions on all Admin processes to Central Admin Hub.
• Responsible for trade allocation.
• Collate and submit Score and Monthly Management fee reports.
• Monitor safe custody fees on BDA system.
• Follow up on debit lists.
• Monitor At Home positions.
• Manage the diary for Portfolio Manager(s).
• Prepare Information packs for meetings.

Skills

MS Office

Numerical orientation

Communication

Organizational skills

Attention to detail

Analytical capability

Interpersonal skills

Proactive problem solving

Learning agility

Ownership for results

Listening skills

Education

Bachelor of Commerce Degree

Tools

BDA

Job description

Sanlam Private Wealth is seeking a detail-oriented administrator to proactively manage client, intermediary and third party queries. You will collate corporate actions, private placements and onboarding documents, ensuring accuracy and timely processing within a busy private wealth environment.

Responsibilities include trade allocation, cash and fee reporting, and maintaining precise records in line with FICA requirements. Strong organizational and communication skills are essential.