Portfolio Administrator

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

Job summary

A leading technical services company in South Africa is seeking a proactive Portfolio Administrator to provide vital administrative support for a key client portfolio. You will manage job cards, quotations, and ensure accurate service delivery. Ideal candidates should have 3-5 years of relevant experience and strong organizational skills. The position offers benefits including medical aid, provident fund, and a 13th cheque, along with opportunities for continuous training and career advancement.

Benefits

Medical Aid

Provident Fund

13th Cheque

Continuous training and career growth opportunities

Mentorship from experienced 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 and track job cards, quotations, and invoicing processes.
• Maintain and update asset registers and ensure accurate job flow.
• Pilot and implement new workflow systems for efficiency.
• Liaise with technicians and the client for service request processing.
• Support financial tracking including costing and billing accuracy.
• Compile daily, weekly, and monthly performance reports.
• Ensure compliance with quality assurance standards.

Skills

Excellent multitasking and communication skills

Strong Excel and reporting ability

High attention to detail and organisational ability

Self-motivated, able to work independently

Resilient and reliable in a fast-paced environment

Education

Grade 12 / Matric

Diploma or certificate in Business Administration, Operations, or Customer Service Management

Tools

CRM or service workflow software

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)

Responsibilities include:

• 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.

WHAT YOU NEED TO SUCCEED

Experience:

• 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.