Job description
▪ Operational & Financial success
▪ Maintaining expenses in line with Branch standards and limits
▪ Maintaining & managing Fund Allocations
▪ Eliminating PI Claims
▪ Fund administration– role specific
▪ Monthly contribution reconciliations for Pension and Provident Funds
▪ Maintenance of Member Data
▪ Necessary reporting in terms of Section 13(a)
▪ Processing of various types of claims (inclusive of bulk transfers where applicable) for Pension and Provident Funds
▪ The checking and authorizing of various types of claims
▪ Checking of direct/guaranteed housing loans, where applicable, against the schedules received from the loan provider
▪ Preparing and checking of monthly reporting for client meetings.
▪ The completion of Administration Reports (where applicable)
▪ The completion of member Statements (where applicable)
▪ Complete recognition of transfer documents and allocation once received (where applicable)
▪ To identify any changes on the fund and preparing or the checking of the documents (rates, fees or expenses)
▪ Prepare information for the financial year end of your funds (where applicable)
▪ To check and act upon all risk reports (where applicable)
▪ Clear Emails and queries on a daily basis
▪ From time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company.
▪ Perform peer review of specific tasks allocated by superior.
Technical competencies
▪ Compass and Alex (where applicable) system knowledge
▪ Computer literate (outlook, excel (intermediate level) and word (basic))
▪ Excellent oral & written communication skills
▪ Ability to multi-task
▪ Ability to anticipate and manage change
▪ Innovative thinking and delivery
▪ Ability to understand and apply Retirement Fund Rules
▪ Ability to review and understand the applicable legislation relevant to function.
Minimum requirements
▪ Grade 12 (Matric)
▪ Successfully passed the AF and branch tests/assessments
▪ Level Summary
▪ Position does not require a post graduate qualification