Introduction...
Alexander Forbes Financial Services is looking an Administrator to be responsible and accountable for the key performance areas, aligned to the operation of portfolio of funds. The key performance areas are set out in the performance assessment and list of tasks .These are determined by consulting and complying with Alexander Forbes procedures, industry requirements, the department that you work in, and any other specific requirements in the Service Level Agreements, at all timesMinimum Requirements...
Formal Qualifications
• Grade 12
• Successfully pass the AF tests
• Having achieved or studying towards a retirement fund qualification or equivalent qualification
Experience
• Industry related qualification preferable
Confident/Assertive
Ability to persuade and influence
Professional and mature business attitude
Self Motivated
Client Service Orientation
Ability to manage expectations
Ability to communicate effectively with colleagues, management & clients
Ability to work in and as part of a team
Self awareness
Resilient
Disciplined in being able to follow documented procedures and processes
Responsible & accountable
Resourceful & creative problem solver
Results- Orientated
Ability to interact with Clients
Job Specification...
Monthly contribution reconciliations for Pension and Provident Funds (not applicable)
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
Direct/guaranteed housing loans where applicable
Preparing 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 of the documents for checking (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.
Ensure all documents are stored in the central storage space
Cognitive Competencies
Ability to work with complex data sets and identify problems
Behavioral (Interpersonal and Intrapersonal)
Monthly contribution reconciliations for Pension and Provident Funds (not applicable)
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
Direct/guaranteed housing loans where applicable
Preparing 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 of the documents for checking (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.
Ensure all documents are stored in the central storage space
Cognitive Competencies
Ability to work with complex data sets and identify problems
Behavioral (Interpersonal and Intrapersonal)
Confident/Assertive
Ability to persuade and influence
Professional and mature business attitude
Self Motivated
Client Service Orientation
Ability to manage expectations
Ability to communicate effectively with colleagues, management & clients
Ability to work in and as part of a team
Self awareness
Resilient
Disciplined in being able to follow documented procedures and processes
Responsible & accountable
Resourceful & creative problem solver
Results- Orientated
Ability to interact with Clients
How to apply for this:
Closing date: 17-02-2018
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