Property Portfolio Administrator
Status Staffing
Western Cape > CPT - Northern Suburbs
8d ago

R 15 000 - R 20 000

Our client, a well-established, reputable Investment Company situated in Vineyards, Cape Town, requires a Property Portfolio Administrator to join their team of professionals and assist the General Manager pf Property Portfolio Planning.

JOB TYPE : Permanent Type

SALARY : R15 000 - R20 000 per month CTC (Depending on experience)

DUTIES :

  • Prepare Wealth Plans (+-90 100 plans per month)
  • Gather all necessary documentation from clients and third party institutions
  • Pull Astute reports to obtain investment policies
  • Pull Light stone reports for properties in a portfolio
  • Prepare all documents for clients such as Service Level Agreements and FAIS disclosures
  • Manage a Wealth Plan register on a daily basis for progress with each client
  • Manage the diary for the General Manager to schedule meetings with strategists and clients
  • Assist in preparing compliance reports and gather documentation for compliance officer
  • ALL APPLICANTS MUST HAVE :

  • A National Senior Certificate / Grade 12
  • NQF Level 5 in Wealth Management
  • A degree in Accounting, Finance or Financial Planning (advantageous)
  • Registration with Estate Agency Board with a valid Fidelity Fund Certificate
  • Credit and criminal clear records
  • A Valid driver’s licence and own reliable transport
  • A minimum of 3 years’ experience in financial services in a similar role as Para Planner
  • Computer literacy skills with proficiency in Astute, Light stone, CFP / ParaPlanner qualification and advanced MS Excel (thorough understanding of Excel formulas)
  • English and Afrikaans fully bi-lingual
  • Thorough understanding of investment products such as retirement annuities, pension funds and unit trusts
  • The ability to be analytical and be comfortable with numbers
  • The ability to be self-sufficient in managing own duties and responsibilities
  • EMAIL TODAY TO natasja statusstaffing.com; use PROPERTY PORTFOLIO ADMINISTRATOR in your subject line. Only candidates in the Western Cape need apply.

    Include your most recent & updated CV, all relevant certificates & diploma’s and a professional head & shoulders profile picture.

    If you have not been contacted within 10 days you CV has not been successful and will be retained for future suitable roles.

    Ad Visible Until : 30 November 2018 Ref : HO000409 / N

    73 6973 159 103

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