Portfolio Assistant

**Position Title: Portfolio Assistant

Reports To: Portfolio Manager

Location: Meyerspark, Pretoria (Onsite)

Working Hours: Monday – Friday, 08h00 – 16h30

Remuneration: CTC R18,000 – R25,000 per month (depending on experience)

Purpose of the Role**

The Portfolio Assistant plays a key role in supporting the Portfolio Manager with the

day-to-day management of claim validations, administrative coordination, and client

communication. The position requires strong analytical, organisational, and

communication skills, with a particular focus on ensuring that all claims allocated are

efficiently reviewed, processed, and supported through the validation process.

This is a growth-oriented role designed for individuals who demonstrate potential,

professionalism, and passion to develop within the short-term insurance investigative

environment.

At RiXForensica, we are committed to "growing our own timber",

developing exceptional talent into future experts within our validation ecosystem.

Key Responsibilities

• Claims Intake & Evaluation

• Receive new claims allocated by clients and log them accurately.

• Review the merits of each claim and perform preliminary assessments.

• Conduct basic checks and analyse the outcomes to determine the appropriate

validation approach.

• Industry Enquiries & Data Capture

• Conduct external or industry-related enquiries as required.

• Record and interpret findings with accuracy and clarity.

• Identify inconsistencies or red flags requiring escalation.

• Interviews & Fact-Finding

• Conduct telephonic interviews where necessary to establish preliminary facts.

• Assist in determining whether claims are suitable for desktop validation or on-

the-road (OTR) investigation.

• Desktop Validation Support

• Perform and finalise a minimum of 10 desktop validations per month.

• Draft clear and concise summaries of findings for client review.

• Escalate matters requiring further investigation to the Portfolio Manager.
• OTR Validator & Client Support

• Support OTR validators with client follow-ups and supplementary checks.

• Assist with information requests, scheduling, and background analysis.

• Provide structured feedback on pending claims every Tuesday and Friday.

• Client Liaison & Service Delivery

• Engage with insurer clients to manage follow-ups, respond to queries, and

address complaints promptly.

• Uphold professional communication standards at all times.

• Maintain meticulous administrative records and ensure accurate case

tracking.

Minimum Requirements

• Minimum of 2 years' experience in a short-term insurance or claims call centre

environment.

• Strong administrative background with excellent attention to detail.

• Proven ability to handle pressure and multitask effectively.

• Professional communication and conflict-resolution skills.

• Computer literacy in MS Office Suite (Excel, Word, Outlook).

• Analytical and problem-solving capability.

• Demonstrated ability to learn quickly and adapt to evolving systems and

processes.

Desirable Attributes

• Basic understanding of short-term insurance principles, claims handling, and

fraud indicators.

• Exposure to validation, investigation, or forensic environments beneficial.

• Strong ethical standards and commitment to confidentiality.

• Excellent judgment and ability to work with incomplete information or ambiguity.

• Emotional intelligence, resilience, and a professional demeanor under pressure.

• Strong self-audit and quality-checking approach to work.

• Sound time management and prioritisation ability.

• Team player with strong interpersonal skills and a continuous improvement

mindset.

Why Join RiXForensica

At RiXForensica, we are driven by integrity, accuracy, and a passion for uncovering

the truth behind every claim. Our Portfolio Assistants form a vital part of a dynamic,

collaborative team that thrives on challenge and precision. We provide exposure to

advanced investigative techniques, industry-leading clients, and real opportunities for

professional growth within the insurance-forensics field.If you are detail-oriented, proactive, and eager to contribute to a high-performance

environment, we look forward to welcoming you to our team.

Application

Interested candidates are invited to submit their CVs to

no later than
Monday, 27 October 2025