Portfolio Manager Assistant - Gqeberha - Port Elizabeth at Sanlam Group

What will you do?

• Manage Office:
  • Switchboard
  • Hostess functions when welcoming and attending to all clients
  • Manage refreshment orders for meetings, presentations and the office
  • Office stationery and suppliers' invoices
• Gqeberha client event coordination
  • Liaise with the marketing department
  • Assist with administration for events being held including the branding equipment
• Liaise with courier companies
• Proactively manage all client, intermediary and third-party manager queries and process their requests
• Collate:
  • Corporate Actions
  • Private Placements
  • Client payment information and documentation
  • Share transfer information and documentation
  • Cash journal information and documentation
  • Onboarding documents and quality check on all mandates and FICA information
  • Cash receipts and submission thereof
  • Score and Monthly Management fee reports
• Ensure client portfolios are up to date with the correct information
• Ad hoc administrative duties
  • Monitor safe custody fees on BDA system
  • Follow up on debit lists
  • Monitor At Home positions
  • Manage the diary for Portfolio Manager(s)
  • Prepare Information packs for meetings

What will make you successful in this role?

• Experience within Private Wealth Industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Bachelor of Commerce Degree
• Registered person exam (would be an advantage but not mandatory)
• Basic understanding of the Private Client business and the stock-broking environment
• Experience within a financial services industry is essential
• Experience in a stock-broking environment is essential
• Bonds and Safex exams would be an advantage

Knowledge and skills

• Proficient in MS Office and Excel
• Working knowledge of financial systems
• Working knowledge of BDA

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results