Portfolio Administrator

A well-established financial services company is seeking a Portfolio Administrator to join their team. Based in a client-focused environment, this role involves delivering strong administrative support to Wealth Advisors and ensuring smooth portfolio operations.

Key Responsibilities

Provide comprehensive administrative support to Wealth Advisors.
Prepare and process documentation related to investments, retirement, and insurance.
Liaise with clients, investment houses, insurers, and product providers to facilitate communication and transactions.
Assist with new business implementation and ongoing portfolio maintenance.

Requirements

Organised individual with the ability to work effectively in a client-focused financial services setting.

Additional Information

This position offers the opportunity to contribute to efficient portfolio management and client service within a respected financial company.

How to Apply

Please follow the application instructions provided by the employer.

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