Permanent Office Portfolio Manager | People Dimension Vacancies
Job Description
People Dimension Vacancies – Office Portfolio Administrator Manager
Location: Pretoria, Gauteng
Company: People Dimension
Job Type: Permanent
Job Sector: Administrative
Office Portfolio Administrator Manager
Company: People Dimension
Introduction
A leading company in the financial sector is looking for an Office Portfolio Administrator Manager to join their team in Olympus, Pretoria East.
Duties & Responsibilities
- Supervise and support Executive Client Portfolio Administrators in an office environment with executive duties.
- Understand, execute, and manage intermediary services as defined by the FAIS Act.
- Receive and execute tasks and instructions via email, electronic voice, and telephone.
- Prepare reports and correspondence, including typing, data capturing, and CRM management.
- Maintain client relationships through email, telephone, and other communication channels.
- Liaise with service providers and manage the execution of their instructions.
- Record and execute minutes during meetings, conference calls, or client consultations.
- Review and maintain ongoing instructions and client portfolios.
- Foster a professional office environment.
Desired Experience & Qualification
- Matric qualification.
- A relevant bachelor’s qualification.
- Understanding of economics, financial markets, income tax, and accounting.
- Knowledge of insurance and investment administration and regulatory requirements.
- Minimum of 3 years’ experience in a similar management role.
- Computer literacy (MS Office), familiarity with CRM systems, and accurate typing skills.
- Strong communication skills in Afrikaans and English (verbal and written).
- Driver’s licence and own reliable transport.
Personal Competencies
- Tactful, patient, team-oriented, methodical, detail-conscious, and accurate.
- Ability to work independently.
- Results-driven, energetic, proactive, and able to take initiative.
- Strong prioritization and adaptability skills.
- Capable of managing difficult situations calmly, remaining resilient under pressure.
Package & Remuneration
Market related.
Interested?
Please email your CV to hr1@peopledimension.co.za.
Shortlisted candidates will be contacted within 2 weeks. If not contacted, your application remains on our database for future opportunities.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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