Assistant Portfolio Manager Jobs

Assistant Portfolio Manager

Company Overview:
Guardrisk delivers value-driven insurance solutions through passionate professionals committed to service excellence. We specialize in alternative risk transfer strategies and maintain global partnerships to serve clients effectively.

Position Type: Full Time
Minimum Qualification: Matric Certification
Experience Required: 3+ Years
Location: Bellville, Western Cape
Department: Administration/Secretarial

Role Purpose:

Support the implementation of strategic initiatives and guarantee/policy management processes.

Requirements:

• Post-matric qualification
• Proficiency in MS Office (Word, Outlook, Excel)
• FAIS Representative certification
• 3 years’ experience in administrative/portfolio support roles

Key Responsibilities:

• Prepare draft guarantee/policy documents and endorsements
• Coordinate document processing and record maintenance (CIMS system)
• Manage client/broker communications and meeting schedules
• Process monthly financial statements and invoices
• Handle policy renewals and compliance updates
• Resolve initial client account queries

Core Competencies:

• Strong attention to detail
• Effective communication skills
• Team collaboration ability
• Time management proficiency
• Adaptability under pressure

Application Deadline:

21 October 2025

How to Apply:

Qualified candidates may submit applications through Guardrisk’s career portal.

Note: No payment is required during any recruitment phase. Candidates are responsible for CV preparation.