Senior Employee Benefits Administrator - Portfolio Co-ordinator

 

Recruiter:

Execuplace Appointments

Job Ref:

908

Date posted:

Monday, June 13, 2022

Location:

Johannesburg, South Africa

Salary:

R300K to R420 neg depending on experience and qualifications


SUMMARY:
Senior Employee Benefits Administrator/Portfolio Co-ordinator

JOB DESCRIPTION:

Our client, a dynamic Financial Services Provider based in JHB North seeks to employ a Portfolio Administrator (Senior Employee Benefits Administrator) (Portfolio Co-ordinator) JHB or Cape Town

Key Responsibilities

Claims Process

  •  Procss disinvestment requests
  • Generate and checking of ROT''''s
  • Process Tax applications
  • Generate and checking of EFT''''s
  • Validcate and signing off of claims letters
  • ROT 01 Submissions
  • Process and check Section 14 claims
  • Claims Authorisatoin (Banking 1st or 2nd authorisation payments)
  • Claim management and reporting thereof
  • Claim SLA agreement
Month End Process
  • Processing and checking of Month end contributions (including supervisor invoice review)
  • Validation and authorisation of month end processes (cash outflows0
  • 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 completion 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 14''''s in and out
  • Provide intervention and technical resolution support across the business outputs
People Management
  • Active planning
  • Completion, validatin and sign off on daily tasks
  • Monitoring of activity progress
  • Management escalation
  • Escalation of queries - Firstline 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 experiece in a 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
  • Initiatuive
  • 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 invetigate, analyse, reconcile and solve problems
  • Ability to cope well under pressure
  • Deadline driven
  • Good track record
Office hours :
  • 08h00 - 17hoo
  • There wikll be occasions where the incumbent would need to work overtime.
When submitting your cv, please include :
Copy of your ID, qualifications and latest/last payslip.
 





 

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