Portfolio Manager Trustee Services

About the Opportunity

We have an exciting opportunity for a highly qualified Portfolio Manager who has a passion for exceptional client service, who is technically strong in all aspects of employee benefits and who will have front office exposure to clients.

Qualifications and Experience

• A minimum qualification of matric, further tertiary qualifications especially within the employee benefits industry will be an advantage.
• At least 6 years’ overall experience in Employee Benefits.
• Expert technical knowledge of the Employee Benefits industry and up to date with legislative changes and case law.
• Proven client servicing track record with previous experience in a front office liaison capacity with trustees and Principal Officers.

Skills Required

• High level of accuracy with attention to detail and the ability to work calmly and efficiently within tight deadlines.
• Excellent verbal and written communication skills. Must be fluent in English and Afrikaans.
• Pro-active and able to use initiative and be able to self-motivate.
• Must have a strong work ethic.

Key Duties & Responsibilities

Trustee and Management Committee Meetings Agendas

• Co-ordinate and collect agenda items from service providers.
• Prepare meeting agendas.
• Record and compile minutes of meetings and distribute with action items.
• Ensure proper record keeping.

Section 37C Death Claim Investigations

• Assist with:
  • The collection of information required for compilation of death claim recommendations.
  • Interviews and discussions with potential beneficiaries.
  • Compiling recommendations for trustees in line with section 37C of the Pension Funds Act and case law.
• Checking of death claim recommendations as prepared by administrators to ensure accuracy and compliance with legislation.
• Presentation of recommendations to trustees.
• Manage monthly production statistics and monthly reporting.
• Continuous enhancement of procedures and death claims systems.
• Presentation of section 37C of the Pension Funds Act and case law to retirement funds, members’, and participating employers for training purposes.

Consulting Support

• Assist consultants with administration and rebrokes of risk benefits.

General / Technical

• Support link between client and service providers.
• Stay abreast of legislative changes and case law and ensure relevant stakeholders are kept abreast of changes.
• Assist with legal / adjudicator complaints responses.

Management

• Mentoring and training of staff.
• Management of staff.
• Performance management and review.
• Liaison with Human Resources when necessary.