Lucky Mtetwa
Fund Administrator
Vosloorus,Gauteng
Summary
Experienced fund administration professional with expertise in fund accounting, investor relations, compliance, and portfolio administration. Skilled in delivering high-quality results, with excellent analytical, organizational, and communication skills, and proficiency in relevant software and systems."
Overview
9
9
years of professional experience
4
4
years of post-secondary education
Work History
Fund Administrator
Momentum
05.2015 - 05.2024
- Benefit payments (retirement, resignations, disability & Deaths)
- Tracking and allocating employer Monthly deposit, Risk Premiums, transfer inns (individual or bulk transfers e.g Section 14).
- Cancellation & re-applications of Tax Directives.
- Assisted in the onboarding of new funds, ensuring a seamless transition from previous administrators.
- Implemented risk management measures to detect potential issues early and mitigate negative impact on the fund's value.
- Prepared comprehensive trustee reports on a regular basis, presenting fund performance data in an easily digestible manner.
- Stayed current on industry regulations to ensure full compliance with all relevant laws and guidelines for funds under management.
- Monitored and compiled data and reports to present to leadership, Principal Officer, Employers & other stakeholders
- Monthly Reconciliations of accounts including Risk premiums and investigated variances on both DB and DC Funds.
- Telephonic and email queries inbound & outbound.
Education
High School Diploma -
Tandi Eleanor Sibeko Secondary School
Duduza 01.2011 - 11.2011
Incomplete - Computer Science
University of Johannesburg
Johannesburg 02.2013 - 01.2015
Yenzani
Momentum
Sandton 02.2015 - 02.2016
Skills
Excellent Computer skills programming, MS office (excel etc)
Presentation competency
Strong and effective communicator
Great problem solving techniques
Coordinator and organiser
Excellent Computer skills programming, MS office (excel etc)
Timeline
Fund Administrator
Momentum
05.2015 - 05.2024
Yenzani
Momentum
02.2015 - 02.2016
Incomplete - Computer Science
University of Johannesburg
02.2013 - 01.2015
High School Diploma -
Tandi Eleanor Sibeko Secondary School
01.2011 - 11.2011
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