Client Portfolio Administrator

The Talent Experts

Beaufort West

Are you the type of Administrator that thrives in a structured environment and enjoy a fun yet conservative culture?

Is this you?

You've gained experience in an admin support role where you've supported Financial Advisors and you would love to work for a small business where client service is key. You are also the type of person fits in and adapts making you able to follow their proven processes and procedures that have resulted in their success over the years.

What you'll be doing (and why you'll enjoy it)

You'll support a small team of Financial Advisors by communicating with clients and service providers, maintaining client records on the CRM (Elite Wealth), obtaining client portfolio information, recording interactions, executing tasks, processing and following up on documentation for client portfolios, ensuring compliance and Client Due Diligence (CDD), adhering to all internal policies and procedures as well as overseeing general office housekeeping.

Where you'll be doing... More Detail

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