PSG Life Ltd Portfolio Administrator Vacancies 2022 PSG Life Ltd Jobs in George

PSG Life Ltd Vacancies for Portfolio Administrator in 2022-2023: Apply for PSG Life Ltd Portfolio Administrator Jobs in George 2022. Check Current Western Cape Government Jobs through PSG Life Ltd Careers Portal 2022. Check PSG Life Ltd Portfolio Administrator Jobs Careers News 2022.

Western Cape Government Job aspirants who are looking for PSG Life Ltd Vacancies 2022, great job opportunity for them. JobsVacancyNews.Com is updating this page for PSG Life Ltd Portfolio Administrator Jobs in George. Currently we saw few PSG Life Ltd Portfolio Administrator Vacancies 2022 on official website of PSG Life Ltd. You can check below PSG Life Ltd Vacancies for Portfolio Administrator post.

PSG Life Ltd Portfolio Administrator Vacancies in George details like as PSG Life Ltd Portfolio Administrator Job description, Eligibility criteria, Age limit, How to Apply and Important dates provided by our team. If you want to apply for PSG Life Ltd Vacancies Jobs 2022 can read this article till the end.

Here you can get latest Western Cape Government Jobs in PSG Life Ltd Department. Currently PSG Life Ltd Jobs in George Available now. You can apply now for Portfolio Administrator Jobs at PSG Life Ltd Careers Portal. We will update you on this page for Gumtree jobs in Western Cape. So Candidates can subscribe our South Africa Government Jobs Portal for Upcoming George Government Vacancies 2022 in PSG Life Ltd. You can also get here PSG Life Ltd Matric jobs in George & Upcoming jobs in Western Cape for Matriculants. Check our Western Cape Government vacancies Page.

PSG Life Ltd Portfolio Administrator Vacancies 2022: Apply for Government Vacancies in George

Today we visited the PSG Life Ltd Vacancies Careers Jobs website and we found excited information for Western Cape job seekers who trying to get a news PSG Life Ltd Portfolio Administrator Vacancies in Western Cape Government Jobs department which is PSG Life Ltd. As per our sources we founded that Portfolio Administrator Jobs in PSG Life Ltd Careers Portal available at present.

Candidates who are preparing and getting ready their self to get Portfolio Administrator jobs in PSG Life Ltd organization. They can know about the eligibility of Portfolio Administrator Post at PSG Life Ltd Careers Jobs in South Africa like as the required age, what is the must qualification condition, job location, how to submit PSG Life Ltd Portfolio Administrator Application form and Important Resume submitting/applying link in the part of below in this post.

PSG Life Ltd Vacancies & Portfolio Administrator Employment News 2022

In the below table Jobsvacancynews.com team filled information related to PSG Life Ltd Portfolio Administrator Vacancies 2022. Every condition in the short given in below table. Candidates advising that they should check all details of PSG Life Ltd Portfolio Administrator Jobs on official website before applying because our team know that a little mistake can made by you can cause great harm to you.

PSG Life Ltd Vacancies 2022 Portfolio Administrator Jobs in George Brief information

Employers Name PSG Life Ltd
Careers Portal Name PSG Life Ltd Careers Portal
PSG Life Ltd Vacancies available for Profile Portfolio Administrator
Number of Vacant Role Not Specified
PSG Life Ltd Vacancies Age limit As per Govt Rules
Gumtree State
jobs
Gumtree Western Cape jobs
Gumtree jobs Gumtree George Jobs
Job Location George
Job Types Western Cape Jobs 2022-23
Salary R 233,609.00 Yearly
Last Date 07 May 2022

Required Educational Background for PSG Life Ltd Portfolio Administrator Vacancies 2022

Unemployed candidates who want fill the PSG Life Ltd Portfolio Administrator application form 2022-23 for this job in PSG Life Ltd need to complete the required qualification background which is necessary for this PSG Life Ltd Vacancies Jobs application Forum 2022-23:-

Job Description

The Portfolio Administrator (Wealth Adviser Assistant) is primarily responsible together with the adviser for implementing any investment and/or share portfolio instructions and providing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

Responsibilities:

  • Interact, manage, and provide effective client service
  • Implement new business including Personal Share Portfolios
  • Prepare client files and all the necessary requirements to comply with FICA/FAIS/CRS/FATCA/POPIA
  • Process client queries and instructions
  • Administration, including but not limited to, Section 14 & 37 transfers, Switches, Rebalances, Withdrawals
  • Projects to keep internal data and systems up to date (i.e., Maintain CRM system)
  • Astute
  • Implementing Fee Tool calculations on Excel
  • Assisting the adviser in drafting the advice proposal on our CRM system

Minimum requirements:

  • NQF4 qualification (NQF5 advantageous)
  • 2 – 3 years relevant work experience within the investment industry
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office Word, Excel, Outlook)

Competencies required:

  • Organising and planning
  • Client Service
  • Attention to detail and accuracy
  • Time Management
  • Take responsibility for all tasks done
  • Ability to function well under pressure
  • Work independently as well as in a team

How to Submit the PSG Life Ltd Vacancies 2022 Portfolio Administrator Application forum 

Candidate who have required eligibility of fill this available Jobs at PSG Life Ltd Careers Portal. PSG Life Ltd application form 2022 for Western Cape Job Vacancies can submit their PSG Life Ltd Application Forum with the help of below tips:-

  • Job seekers directly go through below PSG Life Ltd Jobs apply now link.
  • When you click on the below Apply now button you will be redirected on official link of PSG Life Ltd Careers website.
  • Now you should check first eligibility given in the PSG Life Ltd Vacancies official announcement documents once again.
  • If you are profile/background matching with related profile you can click on apply button.
  • Now you need to fill up all information related your profile marked with *.
  • Now cross check once and click on the submit button.
  • Your application status will be show on your screen.
  • Take a mobile/desktop screen shot to use it for future.

Apply Now