Fund Installations Specialist

2 weeks ago


Johannesburg, Gauteng, South Africa Nmg Benefits Full time
Fund Installations Specialist - Retirement Fund Administration
Fund Installations Specialist - Retirement Fund Administration Location:
Type of employment
Full-time

Role OverviewThe Installation Fund Specialist is responsible for the installation of new business clients and the conversion of existing funds across multiple platforms.

Duties and Responsible

Key Performance Objectives Objectives:
Loading Headers for new and existing clients.
Opening of new bank accounts.
Opening of new investment accounts.
Setting up of Investment Policies.
Moving assets between various investment managersBalancing of funds prior to conversionsLoading fund rules and policies as per documents required.
Switches of members between investment portfoliosLiquidation of assets and re investing as per new mandates.
Month end runs to ensure Headers were loaded correctly.

Pricing of transactionsConfirming fee structures to be loadedNMG online platform – Training and support to clients on Smart Updates and submission of claimsNMG online platform – Assist with member access queriesMonitoring Team should be 100% compliant with the style guideTeam should be 100% compliant with legislationTeam should be 100% compliant with company process and proceduresTeam should be 100% compliant with service level agreements.

Use of task control to measure turnaround timesAudits to be done of work quality and accuracyCustomer Focus Effective verbal and written communicationPutting the client first.

Professionalism.

Meet turnaround timesMust be able to deal with high level client queries / complaintsQualificationMatric/ Grade 12A qualification will be an advantageExperienceAt least 5 years' experience in the pension's administration environment.

Advance Excel experienceComputer SkillsInterpersonal Skills.
Time Management.
Problem Solving Skills.
Verbal and Written Communication Skills.
Able to work independentlyStrong level of responsibility and accountability The NMG SA Group of Companies are authorised financial service providers t/a NMG Benefits#J-18808-Ljbffr

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