Portfolio Administrator - Pinelands at Status Staffing

REQUIREMENTS:

• 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

DUTIES:

• 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