Senior Fund Administrator

2 weeks ago


Pretoria, South Africa Sanlam Full time

Build a successful career with us
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 our employees to realise their worth. Through its four business 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. Key responsibilities
Managing all related functions and prioritizing of tasks for section 14, section 13B, section 27 and section 28 processes as well as recovering of income
Supervision and checking of work from Fund Administrators
Ensure optimal processes and controls to adhere to service level agreements (internal and external)
Reporting - responsible for accurate and timeous management reporting as required (weekly/ monthly) as well as updating of workflow reports
Ensure compliance and risk problems are identified and communicated to management
Understand and comply with relevant legislative requirements
Stakeholder engagement with various internal and external stakeholders
Responsible for investigate, resolve and respond to internal and external client queries using professional verbal and written communication
Investigate, resolve and respond to ad hoc operational requirements
Maintain relationships with internal departments and resolve and route queries effectively
Assist with system testing when necessary
Ensure accuracy of own work
Ensure a good client (internal & external) experience
Qualifications and experience
Grade 12/Matric
At least 4 years’ experience within an Employee Benefits environment specialising in Section 14 Transfers
2 to 3 years’ experience in managing a team
Technical skills
Termination processes experience
Knowledge of individual transfer
A thorough understanding of the Pension Fund Act, Fund Rules and Income Tax Act
MIPEB experience will be an advantageComputer literate with proven proficiency in MS Office (Word and Excel)
Personal attributes
Strong attention to detail and proactive attitude
Client focused and able to demonstrate TCF
Challenge and persist to achieve targeted outcomes in a manner that sustains relationships and credibility
Strong ability to organize and prioritize
Ability to handle a diverse range of tasks simultaneously
Ability to execute
Team player and target /results driven
Excellent communication skills both written and verbal
Displays energy when performing tasks
Excellent project and time management skills
Demonstrates initiative, innovation and proactive
Ability to perform well under pressure and meet deadlines
Good interpersonal skills
Ability to collaborate and pull information together Turnaround time



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