Senior Administrator: Umbrella Funds
4 weeks ago
PP1176 - Senior Administrator: Umbrella Funds Login
Designation: PP1176 - Senior Administrator: Umbrella Funds
Category: Ops & Admin - OF6310
Posted by: Alexander Forbes
Posted on: 18 Mar 2025
Closing date: 28 Mar 2025
Location: Stellenbosch
Purpose of the Job:
To manage the delivery of high-quality services to clients, to build effective relationships with internal clients and to promote a culture of high performance, innovation, ambition, and continuous improvement within the Retail Member Administration, within the Fund and Member Administration Fund Pillar.
Overview:
Education and experience:
- Relevant Degree/ Tertiary qualification/ Matric
- At least 5 years Retirement Fund administration experience - Essential
- Experience in investment administration and retirement fund administration an advantage
Business understanding:
- Understanding of daily priced unitized investments: unit trusts, multimanager portfolios
- Sound knowledge of regulations in terms of Pension Funds Act, Income Tax Act, including FSB and SARS directives and other legislation.
- Ability to analyze the target market with reference to financials, media and internal information and coordinate the client experience to maximize Alexander Forbes' group wide product offering that is mutually beneficial to us and the customer and client and embodies the principles of TCF.
- Demonstrate a track record of building internal and external relationships.
Knowledge and skills:
- Funds Act, Income Tax Act, including FSB and SARS directives and other legislation.
- Ability to analyze the target market with reference to financials, media and internal information and coordinate the client experience to maximize Alexander Forbes' group wide product offering that is mutually beneficial to us and the customer and client and embodies the principles of TCF.
- Demonstrate a track record of building internal and external relationships.
Strategic competencies:
- Operational Excellence
- Managing Change
- Accountability
- Collaboration Culture
- Innovation
Functional competencies:
- Core administration
- Operational and technical execution
- Digital understanding and solutions
Key performance areas:
- Stakeholder relationship
- Build and maintain exceptional internal and external client relationships.
- Establish strong, trust-based relationships with internal clients, external clients, and other teams within AF.
- Drive customer loyalty and retention through excellence in customer service support as well as a detailed understanding of the client (retirement fund) and all aspects of the client and the market the client operates in.
- Demonstrate the ability to assimilate all sources of information on the client and generate a cohesive and comprehensive plan that will mutually benefit the client and AF in line with TCF.
- Work collaboratively with other departments to coordinate client interactions and resolutions to their needs.
- Communicate effectively with our clients to resolve issues without escalations and ensure client expectations are met.
- Develop and maintain excellent business relations with new clients.
- Network and develop relationships and trust among clients to support new business growth.
- Ensuring that the TCF values are top of mind in all dealing with internal and external clients.
Customer experience, TCF:
- Manage customer experience at all touch points.
- Implement the 6 TCF ways in daily operations.
People Management:
- Conduct own Performance reviews and contracting as per timeline.
- Build motivation within the team you are part of.
- Drive operational excellence within the team.
Systems and reporting:
- Ensure all reporting is delivered as per agreed timeline.
- Monitor systems and manage uptime.
The company's approved employment equity plans and targets will be considered as part of the recruitment process. As an equal opportunities employer, we actively encourage and welcome people with disabilities.
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