Employee Benefits Administration - Portfolio Coordinator

 

Recruiter:

Execuplace Appointments

Job Ref:

Portfolio Coordinato..

Date posted:

Friday, April 8, 2022

Location:

Johannesburg, South Africa

Salary:

R300 000 - R420 000


SUMMARY:
Our client a Financial Services/Insurance company is seeking Portfolio Coordinator – Employee Benefits Administration – Cape Town or Johannesburg

JOB DESCRIPTION:

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 with matric mathematics
  • Bachelor’s degree in finance or science tertiary qualification will be required Preferred
  • 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

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

Office Administrator
Location: Heidelberg
Salary:
5 days ago


HR Assistant (Data Capturer)
Location: Germiston, Gauteng
Salary: Market Related
Our client has a national footprint that specializes in the innovative operations and management of boiler plants on behalf of Industrial clients are seeking a dedicated HR Assistant to support the human resources team in managing day-to-day HR operations.
22 days ago


Human Resource Generalist
Location: Johannesburg
Salary:
6 days ago


Senior Manager Supplier and Sourcing Enablement
Location: Johannesburg
Salary: 000
The core purpose of the role is to lead and provide strategic direction in order to achieve sustainable and continuous value delivery to the business by driving total collaboration and alignment across the entire business supply value chain.
6 days ago


Payroll Administrator
Location: Johannesburg
Salary: -
12 days ago


Payroll Manager
Location: Johannesburg
Salary: 840 000 Annually
We are seeking an experienced Payroll professional with a proven track record in managing large-scale payroll operations, system migrations, and compliance. The ideal candidate will bring strategic financial acumen, advanced problem-solving skills, and expertise in payroll technology to ensure accurate, efficient, and compliant payroll processes across the organization
12 days ago


Senior Payroll and HR Administrator
Location: Benoni
Salary: 0
Our client is looking for a Senior Payroll and HR Administrator to join their team in Benoni
19 days ago


Automotive Human Resources Administrator - OEM Level - Gauteng, Midrand
Location: Midrand
Salary:
Remuneration: Market Related dependent on skill set, knowledge, and experience Purpose Of The Job: Our client is looking for an experienced and qualified HR Administrator to join the team. To support the HR department by managing personnel records, facilitating HR processes, coordinating HR programs, and serving as a first point of contact for HR-related inquiries from employees and exte...
19 days ago


HR Manager
Location: Johannesburg
Salary:
21 days ago


Project Administrator (IT) - Rivonia
Location: Johannesburg
Salary:
36 days ago


Create a free job alert for Employee Benefits Administration - Portfolio Coordinator in Johannesburg

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions