1. DESCRIPTION OF POSITION:
An exciting opportunity exists for a Portfolio Manager to effectively manage the team regarding administration and associated tasks.

2. KEY PERFORMANCE AREAS:
Supervise the team, including the member support services function to ensure adherence to service standards.
Monitor and control the month-end processing and all associated processes, including the application of S13A and Regulation 33
Checking and authorising benefit claims
System administrator functions, including prices and rates
Preparation of reports, including administration reports, exception reports, outstanding claims report month-end status report and S13A report
Perform reconciliations and asset and liability matching reports
Checking and authorising housing Loans
Evaluate and analyse processes for improvement
EMP201 submissions and payment and bi-annual submissions
Manage S14’sand recognition of transfers
Manage and check MIC, Lifestage or Employer Mandate Switches
Data preparation for Audit and valuation preps
Manage the preparation and issuing of annual benefit statements
Manage the team’s archiving, filing and general desk areas

3. QUALIFICATIONS:
Matric with strong accounting and mathematical abilities;
BA/ Diploma or equivalent will be an advantage; and
Employee Benefit experience is essential.

4. SKILLS REQUIRED:
Sound knowledge of Accounting Standards and Practices;
Good communicator (writing & speaking);
Commitment to work hard towards goals with enthusiasm and motivation;
Strong problem solving skills, combined with specialist knowledge;
High degree of creativity and innovation;
Attention to detail/accuracy;
Organised and assertive;
Must be able to work independently and under pressure;
Strong work ethic;
Must be equipped and willing to train junior staff from time to time;
Establish and manage relationships with management and clients.

5. TECHNOLOGY:
Extensive practical experience on Microsoft Office (Outlook, Word, Excel (Intermediate), PowerPoint);
Strong knowledge of administration principles; and
A good understanding of the Employee Benefits industry will be beneficial.

6. WORKING EXPERIENCE:
Previous administration experience (employee benefits industry will be an advantage).
Contactable references.