2,416

Jobs in East London, South Africa

Portfolio Management Admin Support - Remote

SA Sales Fraternity

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Remote
ZAR 200,000 - 300,000
30+ days ago
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Senior Consultant - Business Transformation: OneStream Implementation

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Remote
ZAR 70,000 - 90,000
30+ days ago

Senior Account Executive (Remote – Eastern Time Zone Hours)

Growth Troops

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ZAR 1,231,000 - 2,112,000
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Remote
ZAR 300,000 - 500,000
30+ days ago

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MMS

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ZAR 200,000 - 300,000
30+ days ago
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Recruiting Specialist (ABA Therapy) - EST Hours (Remote)

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Data Analyst / Data Modeler

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ZAR 700,000 - 900,000
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ZAR 200,000 - 300,000
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Portfolio Management Admin Support - Remote
SA Sales Fraternity
Johannesburg
Remote
ZAR 200 000 - 300 000
Full time
30+ days ago

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)

    • * The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.