Admin vacancies X2 - Alexander Forbes

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 times

Formal Qualifications

• Grade 12
• Successfully pass the AF tests
• Having achieved or studying towards a retirement fund

Experience

• Industry related qualification preferable

Job Specification...

• Position does not require a post graduate qualification

Decision Making and planning

• Ability to work under pressure (high stress tolerance)
• Proactive / take initiative
• Ability to manage and operate an effective diary system
• Ability to plan, organizes, prioritize, control and manage own portfolio and assist others.
• Deadline driven, with the utmost of accuracy (attention to details) and compliance.
• Must be able follow and to solve complex problems or make decisions making reference to Manuals, Company policies and procedures, external/ internal resources, Legislature and general practices within statutory Funds

Problem Solving and Communication

• Solve complex data or system problems
• Analyse information and select best solution from a range of alternative solutions
• Verbal communication and written communication.
• Able to present in meetings or training sessions with clients

Leadership Lead, guide and support

• Develop and maintain desired organizational culture
• Training of colleagues
• Establishing, maintaining and enforce accurate procedures and processes

Accountability

• Ability to take ownership and responsibility for own and reporting staff the portfolio of funds
• Accountable for knowledge transfer and training for colleagues.
• Accountability for accuracy of checking

Key performance areas

Financial success and Operational Effectiveness

• Maintaining expenses in line with Branch standards and limits
• Maintaining & managing Fund Allocations
• Eliminating PI Claims-ensure that all calculations are done correctly and pay correctly in terms of amount Ensure accurate executionof all tasks within "role specific below" and within SLA and agreed standards

Fund Administration – job role specific

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

Embracing and Implementing TCF

• Acquired skills and Knowledge - Individual's knowledge is up to date on industry trends/changes as well as AFAS products and service offerings. Measured by Branch tests set by Management and by the AFFS training department

TCF - Living the AF values & making positive contributions to the Team/Branch by embracing and implementing TCF. Effectively managing client’s expectations and alleviate risks while embodying the SERVE principal

Client Service
Timeous & Accurate client and member communication in line with company and branch procedures and controls.
Effective and efficient service delivery including Internal clients such as ALM Team, Consultants, etc.
Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without errors
Compliant in terms of AFFS complaints management procedure

Output, success & engagement
Team contribution - Assists in times of absenteeism/pressure to ensure work delivery.
Managing self - Management of processes and responsibilities. Ability to work independently.
Timeous & accurate actioning of adhoc tasks assigned by Management
Taking on additional responsibilities & making a positive contribution to the team/Branch by way of internal procedures & processes.

Technical and behavioural competencies

Technical
Compass and Alex 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


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

Cognitive Competencies

Ability to work with complex data sets and identify problems

How to apply for this:

APPLY HERE

Closing date: 25-04-2018