TASNEEM KHAN
Administrator
Cape Town
Summary
Portfolio Administrator with over a decade of expertise in the financial services and wealth management industry. Proven track record in portfolio administration, client servicing, and compliance Excellent at managing relationships with high-net-worth clients, delivering exceptional service with a focus on accuracy, confidentiality, and operational efficiency. Technically proficient in Microsoft Office and Google Workspace
Overview
8
8
years of professional experience
2
2
Languages
Work History
Portfolio Administrator
WellsFaber
05.2025 - Current
- Provide portfolio administration and support to a team servicing high-touch and high-net-worth clients.
- Manage onboarding, investment processing, and ongoing servicing for both local and offshore portfolios.
- Maintain accurate data and client records within CCM and other investment platforms.
- Coordinate preparation of client review packs, portfolio summaries, and valuation reports.
- Liaise with multiple asset managers, platforms, and custodians to ensure timely and compliant processing.
- Oversee FICA compliance, document management, and adherence to internal controls.
- Collaborate with wealth managers to ensure exceptional client experience and service delivery.
Administrator
PSG Wealth
07.2021 - 04.2025
- Managed new business investment administration and client onboarding.
- Prepared quarterly compliance reports and monthly review packs.
- Handled existing client servicing and investment queries.
- Worked across multiple provider platforms for securities and offshore administration.
- Ensured compliance with internal policies and FICA requirements.
Practice Administrator
Blue Frontier Financial Practice Consultants
04.2018 - 05.2021
- Processed new business and servicing applications via Liberty systems.
- Provided system training to junior administrators.
- Coordinated underwriting requirements with medical practitioners.
- Managed reporting using Excel and Google Sheets.
- Oversaw client queries and ensured adherence to SLA standards.
Education
Certificate - Wealth Management
Moonstone School of Business
01.2024
Certificate - Forensic Examination (Law)
University of the Western Cape
01.2024
Matric - undefined
South Peninsula Secondary School
01.2006
Skills
- Portfolio & Investment Administration
- High-Touch Client Relationship Management
- Offshore & Local Investment Processing
- Compliance & FICA Management
References
- Francois, Ludick, 076 547 3069, Betaplus Group Solutions
- Leonie, Flynn, 084 513 6787, Wealth Solutions Capital
Timeline
Portfolio Administrator
WellsFaber
05.2025 - Current
Administrator
PSG Wealth
07.2021 - 04.2025
Practice Administrator
Blue Frontier Financial Practice Consultants
04.2018 - 05.2021
Certificate - Forensic Examination (Law)
University of the Western Cape
Matric - undefined
South Peninsula Secondary School
Certificate - Wealth Management
Moonstone School of Business