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  • Posted: Nov 20, 2023
    Deadline: Not specified
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Status Staffing Solutions (Pty) Ltd, with historical representation globally in the UK, Australia and the USA, has its roots in the South African recruitment industry since 1975. From humble beginnings on a single floor in Shell House, the Company successfully forged solid relationships and now operates from the Foreshore in Cape Town CBD from where it se...
    Read more about this company


    Portfolio Administrator - Pinelands


    • Degree / Diploma in Finance
    • Minimum of 2 years’ experience
    • Industry related training
    • MS Office Word and Excel - non negotiable
    • Must have attention to detail
    • Must be able to think and plan creatively


    • New business implementation
    • Marketing plan implementation
    • Relief reception duties
    • Comply with FAIS and FICA acts and other relevant legislation

    Client Services

    • Ensure the accurate production of all Client portfolio review documentation and reports
    • Regularly update and maintain Client, insurance and investment information in the Client management system
    • Implementation of all switches or redemptions, including all fund manager follow-ups and completing forms where necessary
    • Implementation of all changes to insurance benefits or coverage
    • Co-ordination of all claims correspondence and life office follow- up of claims progress

    Method of Application

    Interested and qualified? Go to Status Staffing on to apply

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