Office Portfolio Administrator Manager

A leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East. * Supevise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to: * 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, typing, data capturing and CRM; * Maintaining client relationship, liaison via email telephone etc; * Liaison with service providers, instructions to and management of their execution; * Keeping and execution of minutes, in meetings, conference calls or in client consultation; * Review and maintain ongoing instructions and client portfolios; * General influence to maintain a professional office environment * Matric Qualification * A relevant bachelors qualification  * Understanding of economics, financial markets, income tax and accounting; * Knowledge of insurance and investment administration and understanding of regulation; * Minimum 3 years' experience in a similar management role. * Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills; * Afrikaans and English with good communication, verbal and writing skills * Driver’s licence and own reliable transport   Personal competencies * Tactful, patient, group orientated team player, methodical, detail conscious, accurate and tidy; * Able to operate independently; * Results orientated, energetic, productive and able to show initiative; * Ability to prioritise activities and adjust effectively; * Manage difficult situations calmly, with optimism and be resilient under pressure. Market related. * Matric Qualification * A relevant bachelors qualification  * Understanding of economics, financial markets, income tax and accounting; * Knowledge of insurance and investment administration and understanding of regulation; * Minimum 3 years' experience in a similar management role. * Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills; * Afrikaans and English with good communication, verbal and writing skills * Driver’s licence and own reliable transport   Personal competencies * Tactful, patient, group orientated team player, methodical, detail conscious, accurate and tidy; * Able to operate independently; * Results orientated, energetic, productive and able to show initiative; * Ability to prioritise activities and adjust effectively; * Manage difficult situations calmly, with optimism and be resilient under pressure.