Portfolio Administrator – Pietermaritzburg

Responsibilities Assist with the planning and recommendations on the client's overall portfolios, together with portfolio construction Update client portfolios on Elite Wealth and any other program in use now and in the future Service and maintain existing clients and their records on Elite Wealth, as is required by FAIS The computer database on Elite Wealth and Atwork should be updated whenever client records change Any other tasks which you may be required to perform regarding the client's Life/Investment Planning requirements Calling for policy information To assist where necessary, when needed, with all administrative duties in the office Updating of client portfolios Requirements A relevant degree or diploma in Financial services, Payroll/HR, Accounting, Legal, or Insurance At least 2 years of relevant experience in similar roles within the financial services industry Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.

Location: Pietermaritzburg, ZA

Posted Date: 8/6/2025