Senior Legal Administrator

2 weeks ago


Cape Town, Western Cape, South Africa Moving Heads Personnel Full time

Senior Legal Administrator

Cape Town

  • Responsible for processing and client service activities relating to the range of retirement and post retirement products we administer within peregrine administration services.
Technical oversight

  • Regulatory compliance ensure systems and processes are compliant and understand regulatory rules and controls wrt to legal administration (compulsory product processing and events death, divorces, disability)
  • Work with the legal and compliance team to unpack regulatory changes impacting legal administration and put into system and process
  • Attend /represent at internal governance and management forums e.g. trustees board for the retirement funds, PAS Manco
  • Work with processes and training to update key processes
  • Work with processes and training to keep the knowledge base up to date with regulatory and business rules related to legal administration.
Process management

  • Processing of death, disability, divorce order and maintenance claims as required.
  • Processing of retirement, preretirement and emigration withdrawals as
- required.

  • Processing of transfers related to Retirement Funds and Living Annuities.
  • Processing of maintenance instructions including switches, change of details and Annuity Revaluations.
  • Resolution of complex cases
  • Complete manual ROT request and forms related to transfers.
  • Liaise with external Suppliers regarding transfers, withdrawals and claims from Retirement and Living Annuity Products within SLA.
  • Review and authorisation of the legal administration team cases.
  • Ensure all workflow items are actioned, i.e., processed or pended daily and clear notes updated on workflow system
  • Assist the operations team leader to manage legal administration operational risk by;
  • Case reviews
  • Review of workflow items near /over SLA
  • Review of pending cases
  • Review of key risk metrics like o/s ROTs and complaints
  • Relevant qualification or B Com degree, financial or business management
  • Min 5 years' experience in LISP retirement products
  • Knowledge of financial services industry and products
  • Knowledge of retirement funds and life products
6.3lc

Job Types:
Full-time, Permanent

Education:

  • Bachelors (preferred)


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