Portfolio Administrator - Employee Benefits
Pillangó Placements
- Gauteng
- R20,000-25,000 per month
- Permanent
- Full-time
- A relevant degree or diploma in Financial Services, Payroll/HR, Accounting, Legal, or Insurance.
- At least 2 years of relevant experience in similar roles within the financial services industry.
- Record Keeping and Administration:
- Maintain comprehensive administrative records for each client.
- Handle all forms of written communication, manage the compilation and maintenance of client benefits summaries, and ensure all standard documents are timely issued.
- Oversee the administration of retirement funds and group risk arrangements, ensuring all protocols are followed and deadlines are met.
- Client Relationship Management:
- Serve as the primary point of contact for stakeholders, effectively managing relationships and addressing queries to enhance client and member satisfaction.
- Organize and coordinate presentations and workshops for management committees as required.
- Maintain ongoing interaction with clients, ensuring all communications are professional and responses timely.
- MANCO Meetings and Stakeholder Coordination:
- Schedule and prepare for management committee meetings, ensuring all preparatory materials like agendas and minutes are handled accurately and punctually.
- Facilitate communication and coordination among internal teams to optimize service delivery and client outcomes.
- Strong knowledge of the Employee Benefit Industry and related legislation (Pension funds, FAIS).
- Advanced relationship-building skills, excellent communication abilities, and proficiency in multitasking and delegating.
- Behavioural traits such as confidence, resilience, accountability, and a strong business sense are essential.