Portfolio Administrator

Are you looking to gain hands-on experience in financial services and make a real impact early in your career?

This role offers an excellent opportunity for a bright, hardworking, and outgoing individual to join a dynamic team focused on delivering lease finance solutions in the Materials Handling sector—specifically for forklift trucks.

You'll be joining a team that drives new business growth through strong, long-term relationships with our network of equipment dealers, while also seeking new introducers to expand our reach. We play a pivotal role in facilitating deal flow—from origination through to credit approval—by working closely with internal departments and external partners. Our finance agreements also support the collection of equipment maintenance payments on behalf of our dealers, ensuring seamless service for end customers. Through proactive portfolio management and collaboration, we aim to maximise return on equity (ROE) and deliver sustainable value to the business.

You'll be instrumental in resolving reconciliation issues within our Materials Handling lease portfolio. While the role is primarily administrative, it also involves direct communication with our dealer partners—representing Investec and helping to maintain strong, collaborative relationships.

Market or product knowledge isn't required for this role. What matters most is your ability to work independently, take ownership, and lead the reconciliation project with focus and precision.

Are you someone who thrives on structure, enjoys problem-solving, and can confidently communicate even when the conversation is challenging?

Your responsibilities will include:

• Reconciling accounts to ensure data accuracy within our lease administration system.
• Managing non-client debtor receipts and supporting the integrity of financial records.
• Communicating reconciliation outcomes clearly to dealer partners, including preparing credit notes and supporting documentation.
• Analysing issues and articulating findings to our tech teams to support the development of system fixes.
• Handling sensitive conversations—such as the return of funds—with professionalism and care to preserve long-term business relationships.

You'll also support the client management team with live portfolio tasks such as processing terminations, loading new business data, and preparing drawdown documentation. Prioritising tasks to meet service level agreements (SLAs) and maintaining a high level of accuracy will be key to your success.

If you're detail-oriented, proactive, and ready to learn, this could be the perfect next step for you.