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Portfolio Manager – Administration

Old Mutual South Africa · Windhoek

🇬🇧 English
Microsoft Office

Job description

About the role

Old Mutual, a leading financial services provider, is seeking a Portfolio Manager – Fund Administration to lead a team of portfolio fund administrators within its Corporate Segment. The role focuses on daily retirement fund administration, ensuring compliance and high‑quality service to trustees, employers and members.

Key responsibilities

  • Manage daily retirement fund administration operational deliveries.
  • Review and submit death claims to the board of trustees.
  • Oversee withdrawal, retirement and risk claim payments.
  • Make technical administration decisions and provide service to trustees, participating employers, members and intermediaries.
  • Track and report performance of portfolio fund administrators on a daily, monthly, quarterly and annual basis.
  • Plan, assign and balance work while motivating and coaching team members.
  • Maintain and enhance service standards, work quality and compliance with legislative provisions.
  • Develop and maintain procedural documentation.
  • Guide administrators to achieve operational excellence and manage project implementation.
  • Build and maintain positive relationships with internal and external stakeholders.

Required profile

  • Namibian citizenship.
  • NQF Level 7 qualification, preferably in Commerce or Administration.
  • 3–5 years of experience in financial services.
  • Strong analytical abilities and attention to detail.
  • Proven people‑management and leadership experience.
  • Excellent organisational, communication and conflict‑handling skills.
  • Ability to work under pressure while maintaining professionalism.
  • Passion for customer service and relationship building.
  • Understanding of Group Life Assurance products.

Required skills

  • Advanced Microsoft Office (Excel, Word, PowerPoint).

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec Old Mutual South Africa.
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Published 2 weeks ago

Expires 1 month from now

29 views · 0 interested

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Old Mutual South Africa

Windhoek