Remote Portfolio Admin & Support Specialist

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

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.