Portfolio Manager

16 hours ago

Bellville, Western Cape, South Africa Verso Benefits Administrator Pty Ltd Full time

GENERAL JOB INFORMATION:

We have an exciting opportunity for a highly qualified Portfolio Manager who has a passion for exceptional client service, who is technically strong in all aspects of employee benefits and who will have front office exposure to clients.

QUALIFICATIONS AND EXPERIENCE:

A minimum qualification of matric, further tertiary qualifications especially within the employee benefits industry will be an advantage.

At least 6 years' overall experience in
Employee Benefits
.

Expert technical knowledge of the
Employee Benefits
industry and up to date with legislative changes and case law.

Proven client servicing track record with previous experience in a front office liaison capacity with trustees and Principal Officers.

JOB TYPE:


•  Permanent; full time; on-site.


•  The incumbent will report at our Bellville office.


•  Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.

SKILLS REQUIRED:


• 
       High level of accuracy with attention to detail and the ability to work calmly and efficiently within tight deadlines.


• Excellent verbal and written communication skills. Must be fluent in English and Afrikaans.


• Pro-active and able to use initiative and be able to self-motivate.


• Must have a strong work ethic.

KEY DUTIES & RESPONSIBILITIES:

Trustee and Management Committee Meetings Agendas


•  Co-ordinate and collect agenda items from service providers.


•  Prepare meeting agendas.


•  Record and compile minutes of meetings and distribute with action items.


•  Ensure proper record keeping.

Section 37C Death Claim Investigations


•  Assist with:

Ø the collection of information required for compilation of death claim recommendations.

Ø interviews and discussions with potential beneficiaries.

Ø compiling recommendations for trustees in line with section 37C of the Pension Funds Act and case law.


•  Checking of death claim recommendations as prepared by administrators to ensure accuracy and compliance with legislation.


•  Presentation of recommendations to trustees.


•  Manage monthly production statistics and monthly reporting.


•  Continuous enhancement of procedures and death claims systems.


•  Presentation of section 37C of the Pension Funds Act and case law to retirement funds, members', and participating employers for training purposes.

Consulting Support


•  Assist consultants with administration and rebrokes of risk benefits.

General / Technical


•  Support link between client and service providers.


•  Stay abreast of legislative changes and case law and ensure relevant stakeholders are kept abreast of changes.


•  Assist with legal / adjudicator complaints responses.

Management


•  Mentoring and training of staff.


•  Management of staff.


•  Performance management and review.


•  Liaison with Human Resources when necessary.

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