Portfolio Administrator/Receptionist

Vacancy exists for a Portfolio Administrator/Receptionist at the Pretoria-East office of an investment and wealth management firm.Minimum RequirementsGrade 12B Com graduate with 1+ year working experience or Matriculant with 2+ years working experienceExcellent communication skills in English and AfrikaansNon-smokerOverview of DutiesThe successful incumbent will be responsible for reception (front line) as well as providing overall administrative support to Financial Planners.Receive and execute tasks.Prepare reports, correspondence, typing, data capturing and updating the CRM.Maintaining client relationships.Liaising with service providers.Reviewing and maintaining ongoing instructions on client portfolios.Salary BracketR10 000 to R15 000 per month CTC, depending on experience, qualification(s) and current/previous salary.Desired SkillsGraduateBusiness ManagementEconomicsWealth ManagementInvestment Management
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