Job Title
Office Portfolio Administrator Manager
Employment Type
Full Time
3 to 5 years
Job Published
15 May 2023
Job Reference No.

Job Description


A leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East.

Duties & Responsibilities

  • Supervise 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

Desired Experience & Qualification

  • 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.

Package & Remuneration

Market related.



Please mail your CV to

Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.