Current jobs related to Portfolio Manager: Retirement Fund Administration - Bellville - Edge Personnel (Pty) Ltd

  • Retirement Fund Claims Administrator

    4 months ago

    Bellville, South Africa Edge Personnel (Pty) Ltd Full time

    You will be responsible to ensure that benefit claims are processed and paid accurately and in accordance with the defined timing standards. Processing benefit claims Document collation Document distribution Document filing Basic capturing/ updating on the administration system: Capturing of Nomination Forms Static date in regards of new claims Static...

  • Retirement Funds Fund Accountant

    2 months ago

    Bellville, South Africa CA Financial Appointments Full time

    Retirement funds fund accounting team seeks a new team member. This role is responsible for the fund accounting of their umbrella provident and pension funds. Responsibilities: Preparation of fund accounts aligned with policies Banking payments, extracting bank statements ensuring bank recons are accurate and timeous Cashflow management and forecasting of...

  • Retirement Benefit Counsellor

    3 months ago

    Bellville, South Africa Your HR Outsourced Full time

    Retirement Benefit Counsellor Our client based in Bellville is looking for a Retirement Benefit Counsellor. Your Primary role is to assist individuals in planning and understanding their retirement benefits. You will provide guidance and advice on various retirement plans, investment options, and financial strategies. **Responsibilities**: - Interact with...

  • Fund Secretariat Administrator Ftc

    4 months ago

    Bellville, South Africa Sanlam Full time

    About Sanlam Corporate Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Corporate Solutions and Sanlam Health Management. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to...

  • Retirement Benefits Counsellor

    3 months ago

    Bellville, South Africa Sanlam Full time

    Who are we? Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the...

  • Unit Trust Portfolio Administrator

    4 months ago

    Bellville, South Africa The Talent Experts Full time

    **Unit Trust Portfolio Administrator** Bellville Market Related - Are you clued up on Unit Trust funds and the operations thereof? Are you ready to put your experience to great use?_ **Is this you?** You are not just an ordinary Administrator in the investment field, you have gained experience in Unit Trusts by working hard and by your ability to work...

  • Portfolio Administrator

    5 months ago

    Bellville, South Africa Amari Property Management PTY Ltd Full time

    We seek the experience of a Portfolio Administrator to effectively assist the Portfolio Manager in looking after a portfolio of Sectional Title/Home Owners Association properties. **Qualifications**: - Sectional Title / Home Owner’s Course from a reputable institution would be advantageous **Role and duties**: - Scheduling of meetings - Drafting and...

  • Business Funding Administrator

    3 months ago

    Bellville, South Africa Scholtz Partners International (Pty) Ltd Full time

    Title: Business Funding Administrator Location: Bellville, Cape Town **Salary**: R15 000 **Requirements**: - Previous Banking/Finance experience - Minimum 2 years of work experience as an administrator - Matric - Relevant Administrative Diploma (NQF4 or higher) - Experience with general loan administrator duties - Experience in a similar role...

  • Client Care Representative: Intermediate

    4 months ago

    Bellville, South Africa Sanlam Full time

    Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...

  • Client Care Representative: Intermediate Funds

    4 months ago

    Bellville, South Africa Sanlam Full time

    **Who are we?** The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...

  • Portfolio Administrator

    5 hours ago

    Bellville, South Africa Status Staffing Full time

    A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Administration BASIC SALARY : Market related START DATE : A.S.A.P / Immediate REQUIREMENTS: Grade 12 Tertiary qualification in Administration/Accounting will be an advantage A minimum of 2 years working experience performing an administrative role...

  • Portfolio Administrator

    1 month ago

    Bellville, South Africa Adzuna ZA B C2 Full time

    A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : AdministrationBASIC SALARY : Market relatedSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:Grade 12Tertiary qualification in Administration/Accounting will be an advantageA minimum of 2 years working experience performing an administrative roleAbility to work...

  • Portfolio Manager

    3 months ago

    Bellville, South Africa Santam Full time

    CAREER OPPORTUNITY The BITS (Business Information Technology Services) team has a position available for a Portfolio Manager who will be based at our Head Office in Cape Town, Tygervalley. The Portfolio Manager oversees Portfolios of Business Demand (across the Group) as well as governance and delivery management using the PMC (Portfolio Management Centre)...

  • Portfolio Manager

    4 months ago

    Bellville, South Africa CBRE Excellerate Full time

    **Main purpose / objective of the position**: To manage a building / cluster of buildings by optimizing the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...

  • Financial Planning Associate

    4 months ago

    Bellville, South Africa RPO Recruitment Full time

    Our Client is currently seeking a Financial Planning Associate to join their team of professionals in Cape Town. The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors’ involvement is not required. You must have a full understanding of investment products, legislative...

  • Wealth Assistant

    3 months ago

    Bellville, South Africa RPO Recruitment Full time

    RPO Recruitment is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Bellville. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

  • Principal Investment Consultant

    4 months ago

    Bellville, South Africa Sanlam Full time

    **About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives...

  • Client Service Administrator

    3 months ago

    Bellville, South Africa Momentum Corporate Full time

    **Introduction** **Role Purpose** Accurately process retirement fundmember's data and providefundadministration services withinagreed service levels. **Requirements**: - Grade 12 or equivalent - 2 Years' relevant experience within a financial services environment - Employee benefits experience will be an advantage **Duties & Responsibilities** -...

  • Death Claims Team Leader

    3 months ago

    Bellville, South Africa Sanlam Full time

    About Sanlam Corporate Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare...

  • Portfolio Coordinator

    14 hours ago

    Bellville, Western Cape, South Africa Status Staffing Full time

    Job Title: Portfolio AdministratorWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Status Staffing.Key Responsibilities:Provide administrative support to Investment Managers and Officers in the deal approval chain and with portfolio maintenance.Perform general office administrative duties and activities,...

Portfolio Manager: Retirement Fund Administration

4 months ago

Bellville, South Africa Edge Personnel (Pty) Ltd Full time

Our client, a dynamic international Financial Services Provider, currently seeks to appoint a Portfolio Manager: Retirement Fund Administration who will work within the employee benefits administration team, to join their successful division in Cape Town. In this position, you will have well-rounded experience in employee benefits administration as it relates to retirement benefits. A minimum of 5 years’ experience supervising a team will be required.

You will be responsible for:
Supervise the team, including the member support services function to ensure adherence to service standards

Checking and authorizing benefit claims

System administrator functions, including prices and rates

Preparation of reports, including administration reports, exception reports, outstanding claims report month-end status report and S13A report

Perform reconciliations and asset and liability matching reports

Checking and authorizing housing loans

Evaluate and analyze processes for improvement

EMP201 submissions and payment and bi-annual submissions

Manage S14’s and recognition of transfers

Manage and check MIC, Lifestage or Employer Mandate Switches

Data preparation for Audit and valuation preps

Manage the preparation and issuing of annual benefit statements

Manage the team’s archiving, filing and general desk areas

**Education**:
Matric

Degree / Diploma

Highly Computer Literate (MS Office)

Minimum of 15 years relevant fund administration (employee benefits), with at least 5 years in supervising a team

Basic salary on offer with benefits (medical aid & retirement fund)

**Skills**:
Fully bilingual -English and Afrikaans with good communication and interpersonal skills (public relations)

Solid written and verbal communication skills

Customer service attitude

Sound knowledge of accounting standards and practices

Good problem-solving skills and ability to think on your feet

Strong customer service orientation

Self-motivated and results driven

Professional personal presentation

Ability to multi-task

Ability to work under pressure

**Job Types**: Full-time, Permanent

**Salary**: R30,000.00 - R45,000.00 per month