Portfolio Administrator
Unlisted company
Mamelodi, PretoriaOn-siteFull-time
Responsibilities: Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant Wealth Manager. Interaction with clients (management of relationships and providing client services). As it relates to all business entities - Individuals, Trusts and Companies: Accurate implementation and maintenance of new and existing business. Processing of applications as they relate to the broader financial planning and wealth management. Investment administration m…