Portfolio Administrator

SFI Group (Pty) Ltd; Milnerton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading technical services firm in Milnerton is seeking a proactive Portfolio Administrator. This role provides administrative and operational support focusing on job processing, workflow management, and financial tracking. The ideal candidate will have 3–5 years of experience in service administration, a Grade 12 qualification, and strong multitasking and communication skills. This position offers medical aid, provident fund, and opportunities for continuous training and career growth.

Benefits

Access to Medical Aid

Provident Fund

13th Cheque

Career growth opportunities

Mentorship from professionals

Qualifications

• 3–5 years experience in service administration or call centre coordination.
• Proven record in customer service and workflow process administration.
• Valid driver's license.

Responsibilities

• Provide administrative and operational support to a dedicated site portfolio.
• Manage job cards, quotations, and invoicing processes.
• Compile performance reports.
• Ensure compliance with quality assurance standards.

Skills

Multitasking

Communication

Excel

CRM software

Organisational skills

Education

Grade 12 / Matric

Diploma in Business Administration

Tools

CRM software

Excel

Job description

Are you a detail‑oriented administrator with strong technical and financial coordination skills?

We’re looking for a proactive Portfolio Administrator to provide on‑site administrative and operational support for a key client portfolio. This role focuses on end‑to‑end job processing, workflow management, and technical coordination to ensure seamless service delivery. If you’re computer‑savvy, organised, and thrive in a structured, fast‑paced environment – this role is for you!

What you’ll be doing (Key responsibilities)

• Provide administrative and operational support to a dedicated site portfolio.
• Manage and track job cards, quotations, and invoicing processes from initiation to completion.
• Maintain and update asset registers and ensure accurate job flow and recordkeeping.
• Pilot and implement new workflow systems for process efficiency and reporting.
• Liaise with technicians, supervisors, and the client to ensure all service requests are processed and closed timeously.
• Support financial tracking including costing, purchase orders, and billing accuracy.
• Compile daily, weekly, and monthly performance reports.
• Ensure compliance with quality assurance standards (QMS) and client SLAs.

Experience

What you need to succeed

• 3–5 years’ experience in service administration or call centre coordination.
• Proven record in customer service and workflow process administration.

Qualifications

• Grade 12 / Matric (Mandatory)
• Diploma or certificate in Business Administration, Operations, or Customer Service Management.
• Valid driver’s license (mandatory).

Skills & Knowledge – What Sets You Apart

• Excellent multitasking and communication skills.
• Strong Excel and reporting ability.
• CRM or service workflow software experience (advantageous).
• High attention to detail and organisational ability.
• Self‑motivated, able to work independently and meet deadlines.
• Resilient, reliable, and able to perform in a fast‑paced environment.
• Meticulous, reliable, and self‑driven.
• Good communication and ability to work well with procurement and project teams.
• High organisational aptitude, autonomy, and accountability.

What we are offering …

• Be part of a forward‑thinking technical services team where accuracy and reliability drive success.
• Gain hands‑on exposure to workflow management and service coordination processes.
• Access to Medical Aid, Provident Fund, and a 13th Cheque.
• Continuous training and career growth opportunities within a national organisation.
• Mentorship from experienced technical and operations professionals.

Apply now and play a key role in driving efficient service delivery and workflow performance for our national operations.