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Retirement Fund Assistant

4 months ago

Klerksdorp, South Africa Adzuna ZA B C2 Full time
BASIC JOB DESCRIPTIONâ
â
Provide specific administrative support to customersâ
  • Attend to various standard enquiries, as well as urgent pension related enquiries in the absence of the advisors; escalate as and when necessary.â
  • Assist dependents with the completion of claim documents.â
  • Complete and timeously submit death claim forms, attach certified documents in accordance with standard procedure.â
  • Explain medical benefits / processes to pensioners, and assist pensioners to make a decision on medical changes / option changes and submit forms to Head Office.â
  • Refer pensioners with medical enquiries to the relevant departments within their respective medical aid scheme.â
  • Prepare and arrange cheque requisition for death benefits.â
  • Receive, issue (duplicate) and submit EOS forms in accordance with stipulated procedure.â
  • Receive, issue (duplicate) and submit EOS forms for foreign based pensioners.â
  • Plan, arrange, execute and direct pensioner functions.â
Provide general office administrationâ
  • Compose and deliver multiple forms of written documents (slides, memos, letters etc.) as requested, according to the required standards.â
  • Manage all telephonic queries appropriately, capture messages accurately, and disseminate information to the correct individual(s).â
  • Receive and send faxes and incoming mail.â
  • Develop and maintain the office filing system in a retrievable manner.â
  • Order, keep, and issue stationery in compliance with allocated budget, minimising wasteful expenditure.â
  • Capture budget related data on the computerised system, accurately.â
  • Schedule office meetings depending on the availability of the delegates.â
  • Maintain and update the asset register, as required.â
â
REQUIRED MINIMUM WORK EXPERIENCE AND QUALIFICATIONS â
  • Relevant Diplomaâ
  • RE5â
  • 2 years job-related experienceâ
  • Retirement Fund industry knowledge is advantageous