Portfolio Manager: Administration

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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Old Mutual is a leading financial services provider and requires the services of a Portfolio Manager: Fund Administration. This role requires taking responsibility for managing a team of portfolio fund administrators to ensure daily retirement fund administration operational deliverables within our Corporate Segment. It further requires maintaining and enhancing service/work standards and work quality.

Responsibilities

• Management and performance of daily retirement fund administration operational deliveries; • Management and review of death claims for submission to the board of trustees; • Management and review of all withdrawal, retirement, and risk claim payments; • Accountable for technical administration decision-making; • Individually accountable to provide service to board of trustees / participating employers/ members / intermediaries; • Daily performance management and tracking of portfolio fund administrators and responsible for day-to-day, monthly, quarterly and annual feedback on performance; • Plans and assigns work; • Balances own priorities whilst directing and motivating others; • Delivers, maintains and enhances service / work standards and work quality within a retirement fund administration process; • Ensures daily processing complies with all appropriate legislative provisions, rules, products and other relevant requirements; • Develops and maintains procedural documentation;

• Guides and directs portfolio fund administrators to achieve operational excellence standards;
• Creates a climate for optimal performance whilst coaching and mentoring retirement fund administrators;
• Accountability for the implementation of various operational projects;
• Build, manage and maintain positive working relationships with internal and external stakeholders and;
• Maintain strategic focus in a busy and high-performance environment.

Minimum requirements:

• Namibian Citizenship;
• NQF level 7 qualification (preferably in Commerce or Administration);
• At least 3 - 5 years' financial services experience;
• Strong analytical skills;
• Advanced Microsoft Office skills;
• Experience in people management, leading and directing team members;
• An assertive self-starter with excellent organizing skills;
• Proven ability to pay attention to detail and continue to meet and exceed tough business targets on a consistent basis;
• Ability to work under pressure whilst remaining professional;
• A passion for customer service and relationship building;
• Good communication and presentation skills;
• Excellent conflict handling skills;
• Experience and/or understanding of Group Life Assurance products;

Skills

Competencies

Education

Closing Date

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