Portfolio Manager: Retirement Fund Administration

3 weeks 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



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