Momentum Metropolitan is recruiting a Portfolio Administrator (m/f), to be based in Windhoek, Namibia.
Duties
- To assist the Wealth department with the day-to-day operations and administration of client portfolios
- Deliver positive, seamless, and professional customer service
- Onboarding of new clients and maintaining existing client records
- Processing of investment and disinvestment instructions for retail clients and via FinSwitch
- Customized regulatory reporting, Daily, Monthly, Quarterly, Yearly and Ad-hoc
- Carry out ongoing administration of funds, portfolios including amendments and additions through engagement with the various external stakeholders
- Assist with process documentation and record keeping
- Resolve client concerns, queries & complaints
Requisites
- Must be Proficient with Microsoft products (Word, Excel, Outlook)
- Excellent interpersonal skills and portray good self-image
- High levels of personal ethics, integrity and emotional maturity
- Good knowledge of networking and reporting
- Strong analytical and problem solving skills
- Clear credit record
- Ability to work independently
- Ability to network and build relationships
- Career driven individual with strong entrepreneurial skills
Notes
- Only shortlisted applicants will be contacted