Retirement Fund Claims Administrator
2 weeks ago
You will be responsible to ensure that benefit claims are processed and paid accurately and in accordance with the defined timing standards.
Processing benefit claims
Document collation
Document distribution
Document filing
Basic capturing/ updating on the administration system:
Capturing of Nomination Forms
Static date in regards of new claims
Static data updates
Scanning of documents, as required
Assisting with office organization
Following up of monthly contributions
Managing data received from clients
Reconciliation, allocation and investment of monthly contributions within the required turnaround times
Reconciliation and deduction of risk premiums and fund expenses
Reconciliation, allocation and investment of section 14 and individual transfers received from or paid to other retirement funds when required
Disinvestment and payment of all types of claims within the required turnaround times (e.g. divorce, death, retirement, etc)
Checking documentation received for benefits is complete and accurate and following up on outstanding documentation
Liaising with insurers on risk claims (e.g., disability, funeral, death, etc)
Applications for tax directives to SARS
Review of administration reports for trustees and or management committees
Assisting the fund accounting team with their preparation of relevant schedules for audit purposes
Generate and check the annual benefit statements for accuracy prior to distribution to clients
Investigating and responding to employer and member queries in a professional manner
Investigating and responding to queries from the accounting, consulting and other relevant team members
Working closely with all relevant parties, e.g., internal and external consultants, participating employers, trustees, principal officers, fund accountants, etc
**Requirements**:
Matric
Minimum of 5 - 7 years’ experience in Employee Benefits
Previous experience with umbrella fund administration and/or standalone retirement fund administration
Solid knowledge of the retirement fund industry and legislation
MS Office (Word, Excel, Outlook)
Basic salary on offer + benefits (medical aid & retirement fund)
- **Skills**:_
Good relationship building skills
Excellent planning and organizational skills
Team player and deadline driven
Meticulous attention to detail
Ability to work under pressure
**Job Types**: Full-time, Permanent
**Salary**: R30,000.00 - R35,000.00 per month
-
Retirement Fund Specialist
3 days ago
Bellville, South Africa Your HR Outsourced Full timeRetirement Fund Specialist (In-Fund Counsellor) Our client is looking for a Fund Specialist that has experience in the Financial Services Industry with the focus on Financial Planning in the Local Authority Retirement Fund environment. **Responsibilities** - Interact with clients directly or over the telephone. - Gather clients information to complete the...
-
Retirement Fund Consultant
Found in: Whatjobs ZA C2 - 6 days ago
Bellville, City of Cape Town, Western Cape, South Africa H&S Labour Brokers cc Full timeYou will educate and inform Members, Pensioners and Human Resource Business Partners with information about their pension fund benefits in compliance with the Financial Sector Conduct Authority customer principles. BASIC JOB DESCRIPTION Engage key representatives of the client to understand their context and needs •Partner with Employer...
-
Retirement Benefit Counsellor
3 days ago
Bellville, South Africa Your HR Outsourced Full timeRetirement Benefit Counsellor Our client based in Bellville is looking for a Retirement Benefit Counsellor. Your Primary role is to assist individuals in planning and understanding their retirement benefits. You will provide guidance and advice on various retirement plans, investment options, and financial strategies. **Responsibilities**: - Interact with...
-
Retirement Benefits Counsellor
3 days ago
Bellville, South Africa Sanlam Full timeWho are we? Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the...
-
Retirement Benefits Counsellor: Admin and
5 hours ago
Bellville, South Africa Sanlam Full timeWho are we? Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of...
-
Administrator
5 days ago
Bellville, South Africa Momentum Metropolitan Holdings Full time-Introduction Role Purpose To provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries timeously. Requirements - Grade 12 or NQF level 4 - 2-5 Years' experience in an insurance administration environment - Intermediate Excel skills is preferred - Employee...
-
Claims Administrative Assistant
5 hours ago
Bellville, South Africa PSG Wealth Financial Planning Full timeJob description: The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...
-
Death Claims Specialist
3 days ago
Bellville, South Africa Sanlam Full timeAbout Sanlam Corporate Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial...
-
Senior Administrator
5 hours ago
Bellville, South Africa Momentum Corporate Full time**Introduction** **Role Purpose** To provide an effective and efficient service to clients and intermediaries by receiving, evaluating and responding to queries timeously. **Requirements**: - Grade 12 (NQF Level 4) - 4-6 Year's relevant experience - Employee benefits experience is essential - Extensive industry knowledge and product knowledge as well as...
-
Fund Administrator
3 days ago
Bellville, South Africa Sanlam Full timeAbout Sanlam Corporate Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial...
-
Senior Fund Administrator
3 days ago
Bellville, South Africa Sanlam Full timeAbout Sanlam Corporate Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial...
-
Senior Administrator
5 days ago
Bellville, South Africa Momentum Metropolitan Holdings Full time-Introduction Role Purpose To provide an effective and efficient service to clients and intermediaries by receiving, evaluating and responding to queries timeously. Requirements - Grade 12 (NQF Level 4) - 4-6 Year's relevant experience - Employee benefits experience is essential - Extensive industry knowledge and product knowledge as well as relevant...
-
Business Funding Administrator
2 days ago
Bellville, South Africa SPINT Full time**Job Type**: Permanent **Experience**: - Administration: 2 years (required)
-
Head of Operations
4 days ago
Bellville, South Africa The Furniture Industry Provident Fund of the Western Cape Full time**Location **:Bellville, Cape Town **Summary : Head of Operations **(Permanent) **Package **:Cost to Company Package, including Medical Aid and Provident Fund **Deadline : 10 May 2024** **Background** The Furniture Industry Provident Fund of the Western Cape and Furniture Industry Bargaining Council operate under the Pension Funds Act and Department of...
-
Business Funding Administrator
2 weeks ago
Bellville, South Africa Scholtz Partners International (Pty) Ltd Full timeExperience required - 2+ years of work experience as an administrator Qualifications required - Matric Computer Skills required - MS Office - Outlook **Salary**: R15,000.00 per month Ability to Commute: - Bellville, Western Cape (required) Ability to Relocate: - Bellville, Western Cape: Relocate before starting work (required)
-
Paraplanner Cape Town
2 days ago
Bellville, South Africa Job Crystal Full timeA financial planning group requires a Paraplanner to assist Financial Advisors with clients’ Financial Planning, Investment and Retirement Proposals. The role requires the employee to gather client information, financial planning analysis, prepare client reports and assist in managing the client review process. **DUTIES WILL INCLUDE, BUT ARE NOT LIMITED...
-
Scheme Administrator
2 days ago
Bellville, South Africa Sanlam Full timeAbout Sanlam Corporate Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare...
-
Facilities Coordinator
3 days ago
Bellville, South Africa Amari Property Management PTY Ltd Full timeA leader in the property management industry seek the experience of a Facilities Coordinator to effectively assist the Manager with the administration of facilities processes and other ad-hoc tasks at a Retirement Village in the Northern Suburbs of Cape Town. **Qualifications**: - Sectional Title certificate would be advantageous. **Experience, knowledge...
-
Administration Clerk
7 days ago
Bellville, South Africa Western Cape Department of Health Full timeClosing Date- 2024/05/27- Reference Number- WCG240415-7- Tracking Number- DOI 63/2024- Job Title- Administration Clerk: Supply Chain Management and Fleet Administration (Bellville), Ref No. DOI 63/2024- Department- Department of Infrastructure- Salary level- 5- Enquiries- Ms H Kleinhans at (021) 959 7700- Job Type- Permanent- Location - Country- South...
-
Scheme Administrator
5 hours ago
Bellville, South Africa Sanlam Full time**About Sanlam Corporate** - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and...