VACANCY | PORTFOLIO ADMINISTRATOR | PRETORIA, GAUTENG | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Job description:
The Portfolio Administrator is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the practice service model and procedures. The role needs excellent client relationship management and office administrative skills.
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 matters including but not limited to:
- Unit Trusts
- Share Portfolios
- Offshore Investments
- Cash Management (Investec CCM)
- Projects as per instructions from the Practice Manager.
- Processing client queries and instructions.
- Administering all investment products.
- Prepare investment quotes.
- Prepare client files for reporting requirements.
- Processing of all investment mandates as it relates to assets under management.
- Rebalancing and maintaining of existing portfolios upon instruction from Wealth Manager.
- Unit Trust/Stock Transfers.
- Preparation of investment review appointments.
- Maintain CRM systems, templates and other marketing initiatives for the practice as required.
- Preparing and distributing tax statements as well as monthly/quarterly statements.
- Manage administrative documentation (detailed records).
- Build and maintain good working relationships.
- Recording details of transactions.
- Maintaining Service Level Agreement deadlines.
- Managing investment income and or fee renewals.
- Ensure FAIS and FICA Compliance, etc.
- Loading and processing of new/existing business instructions.
- Follow up on applications and instructions.
- Administration of welcome packs to new clients.
- Managing client retention.
- Gather investment / policy information.
- Compile a summary of information.
- Research product information when required.
- Handling of new application and quotations.
- Handling and solving of client enquiries.
- Arranging appointments between Wealth Manager and clients.
- Manage incoming calls and make sure all calls are attended to in an efficient and timeous manner.
- Assist clients with completing forms, check forms for correctness, etc.
Minimum Requirements:
- Matric
- NQF5/6 in Wealth Management (Advantageous)
- 3+ years administration experience within the financial services industry (investments + stockbroking)
- Computer literate (MS Office)
- Different investment platform systems experience (Advantageous)
Skillset Required:
- Telephone etiquette
- Time management
- High communication skills (verbal & written)
- Organising and planning
- Presentable (client orientation)
- Attention to detail
- Open to engaging with clients
- Problem solving skills
- Energetic
- Working as part of a larger team to accomplish common business goals
- Excel spreadsheets
- Be able to work under pressure in financial services business and produce accurate and timely results
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 28 July 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
