Apex Group is seeking a Portfolio Administrator in Bellville, South Africa, to handle operations related to unit trust funds. The role requires 3-5 years of experience in the financial services sector and involves tasks such as setting up funds, managing queries, and ensuring data integrity
Job Summary
Perform operations related to a unit trust fund, including setting up funds, managing mailboxes, and handling day-to-day queries.
Key responsibilities include implementing fund changes, opening offshore bank accounts, running reports, and investigating/resolving fund queries from service providers and trustees.
The role requires a relevant degree or diploma, 3-5 years of experience in financial services with CIS Funds knowledge, and strong analytical and problem-solving skills.
Matching Summary
Match Score: 85
Apex Group is seeking a Portfolio Administrator in Bellville, South Africa, to handle operations related to unit trust funds. The role requires 3-5 years of experience in the financial services sector and involves tasks such as setting up funds, managing queries, and ensuring data integrity.