![Guardrisk](https://media.trabajo.org/img/noimg.jpg)
Portfolio Administrator
2 weeks ago
**Introduction**
- To provide administrative support to the GGI UMA Binder and UMA Broker Binder and outsource team, ensuring ongoing assistance to align with GGI Scorecard, regulatory requirements, and service offered to our clients.**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- To provide administrative support to the GGI UMA Binder and UMA Broker Binder and outsource team, ensuring ongoing assistance to align with GGI Scorecard, regulatory requirements, and service offered to our clients.**Requirements**:
- Matric Certificate
- Tertiary education advantageous
- Proficiency in Microsoft Office - Excel, Word, PowerPoint, Teams
- At least 4 years’ experience in the short-term insurance industry
- General understanding of monthly results, bordereaux’s, loss ratios, regulatory requirements
**Duties & Responsibilities**
- Assist with GGI Intermediary onboarding process
- Maintain and update online filing system with intermediary information (Mfiles and Neo platforms)
- Coordinate and schedule meetings and appointments, Complete minutes and notes for UMA and NMI meetings
- Facilitate communication and query escalation and resolution between various internal departments
- Assist with the maintenance of process and SOP documentation in the UMA and broker Binder and outsource departments
- Assist with Premium collection Framework in GGI
- Load and maintain Teams sites and folders for UMA’s, Broker binders, Outsource, Administrators and internal divisions
- Follow up or provide feedback with clients on outstanding items such as client review and issue-tracker items
- Follow up on outstanding bordereaux’s
- Maintain updates on legal and compliance (intermediaries, binders, addendums, float agreements)
- Market conduct feedback for POPIA, TCF, CBR, PPR, complaints registers
- Assist with travel requirements for the GGI team
- Assist with salvage capturing on the salvage provider systems for broker binders
- General assistance on internal projects as and when necessary (eg. Training, BI integration etc)
**Competencies**
- People and relationship driven
- Ability to work collaboratively with cross-functional teams and build positive relationships with clients and colleagues
- Strong verbal language and written communication skills
- Excellent attention to detail and accuracy
- Ability to multi-task on various projects at the same time
- Strong customer service orientation
-
Portfolio Administrator
4 hours ago
Sandton, South Africa Alexforbes Full timeAbout the Role:We are seeking a highly motivated and experienced Portfolio Administrator to join our team at Alexforbes. As a key member of our Investment Operations department, you will be responsible for ensuring the accurate completion of all tasks within the portfolio administration area.Key Responsibilities:Service Delivery: Manage the delivery of...
-
Change Portfolio Administrator
3 weeks ago
Sandton, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...
-
Portfolio Accountant Property Administration
6 days ago
Sandton, South Africa Ability Executive Recruitment Full timeAbout the Role">We are seeking an experienced finance professional to join our team as a Portfolio Accountant Property Administration. In this role, you will be responsible for managing a portfolio of properties, and providing financial analysis and recommendations to senior management.Key Responsibilities">Manage a portfolio of propertiesProvide financial...
-
Portfolio Manager
6 days ago
Sandton, South Africa Absa Group Full timeKey HighlightsThis exciting opportunity is part of a multi-disciplinary team that delivers holistic client solutions to meet clients' investment, advisory, banking, and lending requirements.Job SummaryAs a skilled Portfolio Manager, you will manage and grow a portfolio of high-net-worth clients, trusts, investment holding companies, and businesses, servicing...
-
Portfolio Manager
3 weeks ago
Sandton, South Africa Excellerate Full time**Main purpose / objective of the position**: To manage a building / cluster of buildings by optimising 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...
-
Investment Portfolio Manager
4 days ago
Sandton, South Africa Absa Bank Limited Full timeJob SummaryManage and grow a portfolio of high-net-worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs.Portfolio Management: Ensure client portfolios are managed in accordance with the recorded mandate and aligned with the strategic asset allocation guidelines. Conduct regular...
-
Credit Portfolio Manager
7 days ago
Sandton, South Africa Robert Walters Full timeWe are looking for a skilled Credit Portfolio Manager to join our team at Robert Walters.Job Overview:The Credit Portfolio Manager will be responsible for managing client exposure, ensuring compliance with regulatory requirements, and communicating with clients and stakeholders. This includes gathering and interpreting financial information, performing...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa Secondments Recruitment Full time**Job Advert Summary**: To manage a building / cluster of buildings by optimising 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 contribute towards the...
-
Portfolio Manager
3 weeks ago
Sandton, South Africa Momentum Securities Full time**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...
-
Portfolio Management Professional
6 days ago
Sandton, South Africa Standard Bank of South Africa Limited Full timePortfolio Management RoleWe are looking for a highly motivated and experienced Commercial Banking Advisor to join our team.The successful candidate will support the Banker in day-to-day administration, portfolio management, sales, and operational functions, ensuring high levels of client satisfaction and loyalty.The role requires strong analytical and...
-
Portfolio Manager
6 days ago
Sandton, South Africa Excellerate JHI Full timeJob DescriptionWe are seeking an experienced Portfolio Manager to join our team at Excellerate JHI. In this role, you will be responsible for planning, directing, and coordinating the operational infrastructure and management of our portfolio.Main Responsibilities:Develop and implement strategies to optimize portfolio performanceManage a team of operations...
-
Portfolio Manager
3 weeks ago
Sandton, South Africa Redefine Properties Limited Full timePortfolio Manager **Primary Purpose of the Job** To assume responsibility and accountability for the performance of the portfolio and the people therein. To ensure investment growth through maximization of the net income on each property through effective property management and asset control. **Key Performance Areas (KPA’s)** - To assume responsibility...
-
Insurance Portfolio Manager
6 days ago
Sandton, South Africa Santam Insurance Full timeResponsibilitiesDevelop and implement underwriting strategies to ensure accurate risk assessment and portfolio growth.Manage administrative processes, including quoting, dealing with queries, and providing guidance to users on system use.Build and manage profitable portfolios using the Pocket Underwriter system.Conduct presentations to brokers, highlighting...
-
Portfolio Manager
6 days ago
Sandton, 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...
-
Portfolio Management Strategist
3 days ago
Sandton, South Africa Pele Energy Group Full timeThe Portfolio Management Strategist role at Pele Energy Group involves applying business analysis to assess methodology effectiveness, identify portfolio-level trends, and develop data-driven recommendations for governance improvements and strategic project portfolio management. You will analyze key project performance indicators (KPIs) and provide...
-
Portfolio Administrator
6 days ago
Sandton, South Africa Guardrisk Full time**Introduction** - To provide administrative support to the GGI UMA Binder and UMA Broker Binder and outsource team, ensuring ongoing assistance to align with GGI Scorecard, regulatory requirements, and service offered to our clients.**Role Purpose** - To provide administrative support to the GGI UMA Binder and UMA Broker Binder and outsource team, ensuring...
-
Portfolio Management Specialist
6 days ago
Sandton, Gauteng, South Africa Ubuntu Markets Full timeResponsibilities:The successful candidate will be responsible for a range of tasks, including:• Managing client data on our CRM• Processing client withdrawal payments and allocating deposited funds• Engaging with clients to resolve queries and report back timeously• Monitoring and escalating operational risks• Contributing to risk mitigation...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa CBRE Excellerate Full time**Main purpose / objective of the position**: To manage a building / cluster of buildings by optimising 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...
-
Business Banking Portfolio Manager
6 days ago
Sandton, South Africa Standard Bank of South Africa Limited Full timeJob DescriptionThis role ensures that all compliance requirements within the allocated portfolio are met and acts as a contact point for clients, providing sales and service fulfillment aligned to segment targets.The successful candidate will support the Banker in day-to-day administration, portfolio management, sales, and operational functions, maintaining...
-
Portfolio Administrator
2 weeks ago
Sandton, South Africa IDC Full timeTo promptly and efficiently assist the department by providing an efficient and effective administrative role to achieve business objectives and to provide support to the various stakeholders **Qualification and Experience** Qualifications**: - National Diploma in Commerce or equivalent. **Knowledge and Experience**: - Minimum of 2-5 years’ experience...