Role Purpose

• Provide an effective and efficient technical support service to the administration team to ensure correctness and consistency in processes which includes queries and projects.

Requirements

•  Matric
•  5- 10 Years’ retirement fund experience

Duties & Responsibilities

• Take ownership of and manage all aspects of Section 14 processes for Living Annuitants
• Take ownership of and manage all aspects of Annual Tax recons and IRP5 Distributions, Fixed Tax Implementation
• Contribute and ensure compliance to governance, relevant legislation, and risk mitigation strategies.
• Contribute to the design, implementation, and management of the reporting facility on service delivery.
• Co-ordination/ Ownership of various specialised projects assigned by management.
• Provide monthly reports to management, highlighting any issues and recommend actions to resolve concerns or problems related to this environment.
• Maintain a consistent service delivery to ensure client retention and satisfaction.
• Ownership of the annual financial and valuation data review.
• Address audit and or actuary queries.
• Ownership and management of Benefit statements, Annual increases/Bonuses, annual newsletters. Provide current templates to client engagement for approval and log changes requests with IT.
• Request data extract, checking all information and consulting with Admin Manager for final approval.
• Distribution of adhoc fund communication in conjunction with Client Engagement.

Competencies

• Interpersonal and communication skills
• Analytical skills
• Attention to detail  Accountability
• Time management