Fund Secretariat Administrator Ftc

2 weeks ago

Bellville, Western Cape, South Africa Sanlam Full time
About Sanlam Corporate
Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Corporate Solutions and Sanlam Health Management.

These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates.

Sanlam Umbrella Solutions is responsible for the product development of Sanlam's umbrella retirement offerings as a multi-employer pension savings vehicle that provides employers with an alternative to the administrative and governance burden of stand-alone pension funds.

We're all about building strong, lasting relationships with our employees.

We know that you have hopes for your future - your career, your personal development and of achieving great things.

We pride ourselves in helping out employees to realise their worth.

Through it four clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

The overall purpose of the role

The Fund Secretariat will be responsible for the execution of the incoming Section 14 end to end process for the Sanlam Umbrella Fund.

Key Responsibilities Request information from relevant stakeholders in order to commence with the drafting of the Section 14 documentation. Follow up any outstanding information and Section 14 documents. Liaise with stakeholders on any query discrepancies. Draft Section 14 documents. Submit documents to the FSCA.

Key Responsibilities (continues) Follow up, liaise with and deal with any queries raised by the FSCA on the approval Section 14's.

Request assets from transferor fund. Follow extension process and submit to the FSCA. Provide proof of payments and transfer schedule to Section 14 imports. Monitor tax issues and submit continuous extensions and follow up with FSCA.

Monitor section 14 mailbox Qualification and Experience Matric Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint) At least 5 years' experience in Retirement Fund Administration / Section 14 processes Knowledge and Skills Knowledge of the Retirement Funds Industry Skilled in dealing with Trustees and the FSCA Retirement Fund Administration knowledge Quality and compliance Section 14 Process knowledge Personal Qualities Team player Enthusiastic attitude Well organised Well presented with a professional manner Ability to use initiative Good customer service orientation Excellent administrative skills Ability to work to deadlines and results driven Core Competencies Cultivates Innovation by creating new and better ways for the organisation to be successful.

Client Focus - Building strong customer relationships and delivering customer-centric solutions. Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances. Collaborates - Building partnerships and working collaboratively with others to meet shared objectives. Resilience - Rebounding from setbacks and adversity when facing difficult situations. Turnaround Time
The Sanlam Group is committed to achieving transformation and embraces diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

The Group's Employment Equity plan and targets will be considered as part of the selection process.

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