Portfolio Manager: Retirement Fund Administration
3 weeks ago
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
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