Key Purpose of the role<\/p>\n
\tThe position is responsible for the day to day administration and managing a small team within Umbrella Fund Operations, within the Retirement Funds business unit. This is a core administration function and the incumbent would be required to holistically manage and control a portfolio of different Retirement Fund disciplines, for example monthly contribution, claim, investment option, individual transfer in, section 14, section 28 processes. The incumbent must ensure that processes and procedures are implemented, maintained and improved. The incumbent needs to ensure operational activity is conducted within regulatory frameworks, accurately, effectively and efficiently. The incumbent must ensure that he\/she has the knowledge, skills, tools and competencies required to perform the required job within service level agreements. The incumbent must have an appetite to be part of a growing new business unit, continuous improvement, able to adapt to change easily and play a roll in change management within the team, challenge the status quo, inspire and motivate others. The incumbent will continually review existing processes and procedures in order to ensure the delivery of committed services to the Umbrella Funds Clients.<\/p>\n
Areas of responsibility may include but not limited to<\/p>\n
\tProcessing of all daily and monthly transactional activity within agree service levels.
\n\tPerforming QA function for document verification where necessary.
\n\tEnsure that day to day administration is accurate, compliant and abreast with regulatory frameworks such as, Pension Funds Act, Tax Act, Rules of the Discovery Life Umbrella Pension and Provident Funds, Participating employer special rules. Ensures delivery of key operational attributes such as data completeness and data quality.
\n\tDealing with queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
\n\tDealing with the Human Resources function for staff managed. Ensure others are trained on the processes and systems. Provides staff with clear direction. Sets appropriate standards of behaviour and outputs. Delegates work appropriately and fairly. Motivates and empowers others.
\n\tPrepare management and client report for submission to superiors.
\n\tDealing with escalated calls or queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
\n\tDevelop and maintain excellent business relations with internal and external brokers.
\n\tManaging projects.
\n\tThe incumbent is the Subject Matter Expert in Retirement Fund areas under management. Produces new ideas, approaches or insights. Produces range of solutions to problems and do root cause analysis. Effective decision-making by \u201cout of the box\u201d thinking and weighing up risks involved.\u00a0<\/p>\n
Personal Attributes and Skills \u00a0 \u00a0\u00a0
\nThe successful candidate must demonstrate the following competencies:<\/p>\n
\tCommunication Skills: able to communicate clearly both verbally and in writing.
\n\tReporting Skills: ability to consolidate information and compile reports reflecting the necessary relevant information
\n\t\u00a0Ability to communicate logically and objectively is essential components of this role.
\n\tAttention to detail
\n\tVery organised
\n\tConflict Management
\n\tExpresses opinions, information and key points of an argument clearly.
\n\tProbes for further information or greater understanding of a problem.
\n\tRelates well to people at all levels.<\/p>\n
Education and Experience<\/p>\n
\tMatric – essential
\n\t5 years Employee Benefits , Retirement Funds, Umbrella Fund experience \u2013 Essential
\n\t3 – 5 years\u2019 experience in a supervisory role- Essential
\n\tNQF level 6 or similar is advantageous
\n\tRelevant Industry Qualifications \u2013 Wealth Management, Introduction to Retirement Funds \u2013 Advantageous
\n\tMS Office \u2013 Advanced Excel Skills, Retirement Fund and Umbrella Fund operations, Accounting, Investments,<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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