Team Manager

Position Name Team Manager  
Reports to Senior  Portfolio Manager
Location JHB – Head Office
Division Retirement  Fund Administration
 Key Performance Objectives

  • Extensive liaising with clients (including the companies, individual members and assurance companies).
  • Ensuring that investments and disinvestments are done timeously.
  • Balancing of investments to the system records on a monthly basis,
  • Ensuring that various internal reports are completed on a monthly basis by their respective due dates.
  • Daily and monthly planning with staff members
  • Preparing for monthly stats meetings
  • Preparing and attending Trustee meetings
  • Checking of claims, renewals, year-ends, benefit statements and daily tasks and queries.
  • Daily Pricing of investment transactions,


  • Monitor 100% use of electronic data ie uploads, downloads, comparison etc
  • Monitor -100% compliance with the style guide
  • Monitor-100% compliance with legislation
  • Monitor-100% compliance with company processes and procedures
  • Use of task control – measure turnaround times
  • Checking of work for quality and accuracy

People Management

  • Identifying staff training needs
  • Delegation/empowerment of staff
  • Effective performance management

Customer Focus

  • Improve client satisfaction levels
  • Monitor quality
  • Effective communication
  • Identifying and complying with clients needs and expectations – filter this through to the admin team
  • Building relationships and gaining clients’ trust
  • Putting the client first
  • Professionalism
  • Regular reporting and feedback to internal and external clients
  • Meet turnaround times 98% of the time
  • Effective planning and meeting goals – ensure that the teams have planners in place and that goals are measured regularly by management
  • Monitor-100% compliance with Service level Agreement
  • Trouble shooting/dealing with high level client queries
  • Assist in preparing for and running client meetings
  • Ensure that minutes and feedback is provided after client meetings.
Minimum Qualification

  • A three year relevant qualification

  • At least 10 years EB Experience
  • 3 years management experience
  • Advanced  Excel experience
Competencies (skills required). 

  • Interpersonal skills
  • Time Management
  • Problem Solving Skills
  • Communication Skills
  • Planning Skills
  • Action Orientated