Portfolio Administrator

Portfolio Administrator
A boutique financial firm located in the Southern Suburbs is looking to hire a Portfolio Administrator to provide administrative support to the Private Client Portfolios team in ensuring accurate and timely processing of all related requests.

Education Required       
BComm degree, honours preferential
Profession registration (if applicable)
Studying towards CFA designation

Computer Literacy          
XPlan, eCube, Saxo Portfolio Manager (incl CRM system), OPUS Stockbroker online systems (FNB, Investec and SGB)

Personal profile and competencies        
Technically minded, interest in fintech, analytical, accurate, attention to detail, client centric, emotional intelligence, teachable and quick learner, ability to prioritise and to meet deadlines.

Apply & upload CV now