Portfolio Administrator
A wealth management company based in the southern suburbs is looking for a Portfolio Administrator to be responsible for performing the tasks that comprise the administrative and after sales service offering to Clients, thereby contributing to the ongoing Client relationship. The main focus of the role is to provide quality service and maximise Client retention and referral.
REQUIREMENTS:
Excellent relationship management, secretarial and administrative skills.
In addition a working knowledge of product features and benefits is required.
Sufficient client management skill to attend face-to-face client meetings and actively assist as required in
managing the financial planning process and customer relationship
Relevant degree
DUTIES:
Implementation of all new business, including all fund manager and life office follow-ups.
Follow-up any outstanding payments or documentation from the Client.
Input of all relevant Client details on the Client management system.
Receipt all new business and perform the tasks of the
implementation phase of the sales process
Implementation of all switches or redemptions, including all fund manager follow-ups.
