Vacancy | Retirement Fund Team Manager

Job description

Role overview

The Retirement Fund Manager is responsible for the management of Retirement funds with the support of an administration team. It is the responsibility of the Team Manager to ensure all deadlines and service level agreement within the team are met.

Duties and Responsibilities

Key Performance Objectives

Objectives

• Extensive liaising with clients (this would include companies, individual members, brokers, trustees and internal clients).
• Ensuring that investments and disinvestments are done timeously and accurately.
• Balancing of investments to the system records monthly done.
• Ensuring that various internal reports are completed monthly by their respective due dates.
• Daily and monthly planning with staff members.
• Preparing for monthly stats.
• Preparing and attending client and trustee meetings.
• Final approving of claims, renewals, year-ends, benefit statements’ and daily pricing of investment transactions.
• Need to respond to all queries and escalations efficiently and independently.
• Ensure daily risk reports are investigated and action taken to clear and mitigate going forward.

Note:
The Senior Portfolio Manager can at any point change the tasks for the Team Manager to be specialized or multi-tasked.

Monitoring

• Team should be 100% compliant with the style guide.
• Team should be 100% compliant with legislation.
• Team should be 100% compliant with company process and procedures.
• Team should be 100% compliant with service level agreements.
• Use of task control to measure turnaround times.
• Checking of work quality and accuracy.
• Capacity planning should be done in advance to ensure that there is enough people on daily bases.

People Management

• Must be able to engage with staff in a professional manner.
• Must be able to guide, coach and train staff members where there is a need.
• Must have planning in place for all staff members. This must be in line with goals and must be measured by the Team Manager.
• Identify staff training needs and liase with training department to close the gaps.
• Must have succession plan in place.
• Delegate to staff while  providing assistance and coaching where necessary.
• Ability to drive staff development and growth in the most efficient manner.
• Effective performance management.
• Effective poor performance management.

Customer Focus

• Effective verbal and written communication.
• Identifying and complying with clients’ needs and expectations – filter this through to the administration team.
• Building relationship and gaining clients’ trust.
• Putting the client first.
• Regular reporting and feedback to internal and external clients.
• Meet turnaround times.
• Must be able to deal with high level client queries / complaints.
• Must be able to run client meetings independent.
• Ensure that minutes and feedback is provided after client meetings.

Qualifications

• Matric/ Grade 12.
• A three year relevant qualification.

Experience

• At least  5 years’ experience in the pension’s administration environment.
• 2 Years management or leadership experience.
• Advance Excel experience.
•  Experience in stakeholder management.

Competencies

• Computer Skills.
• Results driven.
• Collaboration skills
• Interpersonal Skills.
• Time Management.
• Problem Solving Skills.
• Verbal and Written Communication Skills.
• Able to work independently.
• Strong level of responsibility and accountability.
• Attention to detail.
• Action orientated.
• Client focus.
• Strong people and leadership skills.

Should you be interested in applying, please forward a detailed cv to [email protected] by Tuesday, 15 February 2022.