Full Job Description
Netto Invest is seeking a detail-oriented individual who can work effectively in a highly collaborative team setting to join our team as a Portfolio Administrator. In this role, you will be responsible for the day-to-day tasks that comprise the administrative service offering to clients. Our ideal candidate possesses excellent relationship management, initiative, and administrative skills.
Qualifications and Experience
- Relevant tertiary qualification and a passion for the financial services industry
- Minimum of 2 years’ experience in an Investment Administration or Portfolio Administration role
- Knowledge of Microsoft 365 (Outlook, Word, Excel) is essential
- Understanding of the SA investment industry and relevant platforms is advantageous
Key Responsibilities
- Manage daily tasks and collaborate with internal teams to deliver exceptional service and maintain strong client and service provider relationships
- Provide support with client and service provider onboarding
- Maintain accurate client and service provider records on the CRM
- Ensure accurate and timeous collection and monitoring of client compliance (e.g., FICA, FAIS)
- Take ownership of internal and external queries, resolving them timeously and effectively
- Update and maintain detailed documentation of procedures and workflows
- Continuously assess operational processes to increase efficiency
- Carry out any other ad-hoc administrative duties effectively and efficiently
Key Competencies
- Comfortable working in a high-performance environment
- High attention to detail and level of accuracy
- Excellent interpersonal and communication skills
- Genuine care for client relationships
- Proactive approach and a positive attitude
- Strong problem-solving skills and a logical approach to complex issues
Base Salary Compensation Range
ZAR 216,000.00-300,000.00 per annum
Market related salary according to relevant industry experience
Pay: R18 000,00 - R25 000,00 per month
Ability to commute/relocate:
- Pinelands, Western Cape: Reliably commute or planning to relocate before starting work (Required)
Education:
Experience:
- Investment Administration: 2 years (Required)
Work Location: In person
