Employee Benefits Administration - Portfolio Coordinator

Key responsibilities

Claims process

Process disinvestment requests

Generate and checking of ROTs

Process tax applications

Generate and checking of EFT’s

Validate and signing off of claim letters

 ROT 01 submissions

Process and check section 14 claims

Claim authorisation (Banking 1st or 2nd authorisation payments)

Claim management and reporting thereof

Claim SLA management

Month end process

Processing and checking of Month end contributions (Including supervisor invoice review)

Validation and authorisation of month end processes (cash outflows)

Processing and checking S14 transfers in

Processing and checking individual transfers in

Processing and checking of investment trades (including instruction sign off)

Pricing and validation of investment trades - Monthly SLA management and reporting

Finance and Audits

Audit working paper preparation and query resolution Monthly bank reconciliations based on predefined deadlines Month-end accounting based on predefined deadlines

Client reporting

Preparation and compilation of various reports per internal or external requests

Communication

Preparation and presentation of internal or external training and client meetings - Query logging and escalation - Internal and external feedback

Portfolio Management

Transaction review, validation and authorisation

Compile, intervene and report on portfolio

Validation, tracking and authorisation of section 14s in and out

Provide intervention and technical resolution support across the business outputs

People management

Activity planning

Completion, validation and sign-off on daily tasks

Monitoring of activity progress

Management escalation

Escalation of queries – first line and second line escalation queries

Skills and experience required

Matric and/or equivalent qualification Bachelor’s degree in finance or science tertiary qualification will be required Certificate in Proficiency in retirement funds (COP) Minimum of 3 years working experience in similar environment with good knowledge of Employee Benefits Excellent working knowledge of MS Office (Word, Excel Advanced, PowerPoint, Outlook) Everest experience essential Sound understanding of systems and experience with working with developers & programmers Strong working knowledge on figures

Personal attributes

Ability to work independently Initiative Time management skills Attention to detail Professional at all levels Friendly and helpful Proactive Excellent organisational skills Ability to liaise at all levels, both verbally and in writing Ability to investigate, analyse, reconcile and solve problems Ability to cope well under pressure Deadline driven Good track record Office hours 08:00 – 17:00 There will be occasions where the incumbent would need to work overtime