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Portfolio Growth Expert

2 weeks ago

Pretoria, Gauteng, South Africa Mintek Pty Ltd. Full time

About the Role

The Senior Commercialisation Leader is a critical role within our operations team at Mintek Pty Ltd.

You will be responsible for managing a portfolio of funds, ensuring operational and financial success, and providing excellent client service.

Key Responsibilities

  • Maintaining expenses in line with Branch standards and limits
  • Managing Fund Allocations
  • Eliminating PI Claims
  • Monthly contribution reconciliations for Pension and Provident Funds
  • Maintenance of Member Data
  • Necessary reporting in terms of Section 13(a)
  • Processing various types of claims (inclusive of bulk transfers for Pension and Provident Funds)
  • Checking and authorizing various types of claims
  • Preparing and checking monthly reporting for client meetings
  • Completing Administration Reports and member Statements (where applicable)
  • Preparing information for the financial year-end of your funds (where applicable)
  • Checking and acting upon all risk reports (where applicable)
  • Clearing emails and queries daily
  • Performing other related duties as required

Requirements

  • Industry-related work experience
  • Excellent oral and written communication skills
  • Ability to multi-task and manage change effectively
  • Self-motivated and client service-oriented
  • Effective communication and teamwork skills