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.

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

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