Fund Assistant/receptionist

4 weeks ago

Bryanston, South Africa Eskom Pension and Provident Fund Full time

**Provide specific administrative support to customer **queries**
- Attend to various standard enquiries, as well as urgent pension related enquiries in the absence of the advisors; escalate as and when necessary.
- Assist dependents with the completion of claim documents.
- Complete and timeously submit EPPF death claim forms, attach certified documents in accordance with standard procedure in the absence of an Advisor.
- Refer pensioners with medical enquiries to the relevant departments within their respective medical aid scheme.
- Receive, issue (duplicate) and submit EOS forms in accordance with stipulated procedure.

**Manage the Reception area**
- Greet visitors arriving at reception, enquire as to the nature of their visit and direct them to the appropriate individual/office.
- Welcome and make all visitors feel comfortable while they are waiting in the reception area.
- Maintain a clean and tidy reception area at all times to ensure a positive perception of the EPPF.
- Receive deliveries and arrange for the relevant staff member to collect deliveries from reception.
- Receive and dispatch mail to the correct staff member.

**Receive mail**
- Receive and process mail from all entry points (reception, walk-in centre, corporate secretariat, regional offices and internal departments) by sorting, dating, scanning and indexing documents appropriately.
- Upload documents to member records accurately.
- Consult with team regarding untraced mail, establishing where to direct it.
- Distribute mail and file for audit purposes.
- Start pensioner cards process to issue pensioner card by scanning pensioner cards photos and saving as required.

**Distribute workflows**
- Start workflows where no automation process exists and directing documentation to the correct sections for further processing.
- Receive additional documents on claims, stamp and scan to member record.
- Receive and start workflows on monthly trust advances/payments from benefits where information is sent to Benefits investigations directly.
- Accurately record Notes on system.
- Inform Legal of documents which require their attention in a timely manner.

**General office administration**
- Update telephone list on the intranet for the Fund, monthly.
- Print detailed telephone expenses report per extension monthly.
- Report faults reported to the relevant stakeholders immediately in order to minimise any break in service.
- Develop and maintain the office filing system in a retrievable manner.
- Management of stationery in compliance with allocated budget.
- Provide Supervisor and Manager with various reports from the system e.g., monthly statistical report.
- Manage returned mail appropriately.

**Management of the Switchboard**
- Manage all telephonic queries appropriately, capture messages accurately, and disseminate information to the correct individual(s).
- Update new and internal extension migration on the system.
- Log all calls received and transferred, preparing standard monthly reports reflecting nature of calls received per Business Unit.
- Answer queries related to the EPPF operations and escalate them to the appropriate staff member to address, when required.

**Coordinate use of meeting rooms**
- Check that meeting rooms are clean, and that they are adequately equipped by inspecting daily.
- Coordinate all meeting room requests, confirm the booking and attendance with staff members.
- Report any faults in the meeting rooms to the relevant Maintenance stakeholders as and when required.
- Organise equipment and other logístical requirements, upon request, by contacting the relevant internal stakeholders.
- Coordinate the catering with specified providers for all events happening in the various boardrooms, based on authorised requests.

**Technical competencies**
- Basic knowledge of benefit administration
- Working knowledge of focused client service
- Interpersonal and communication skills

**Required **minimum** **education**
- Grade 12 (Matric)

**Required **minimum** work **experience**
- Proven work experience as a Receptionist, Front Office Representative or similar role
- At least 1 years' experience within a retirement fund industry (advantageous / preferable)

  • Fund Administrator

    2 months ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **MAINTAIN MEMBER/PENSIONER SYSTEMS DATA** - Prepare member data, according to standard procedure and submit to Home Affairs Department with a request for verification of member and pensioner existence. - Identify invalid records and refer for verification, requesting additional information from member - Send standard letters to the families of the...

  • Fund Administrator

    3 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **1. Maintain Member / Pensioner Systems Data.** - Prepare member data, according to standard procedure and submit to Home Affairs Department with a request for verification of member and pensioner existence. - Identify invalid records and refer for verification, requesting additional information from member. - Send standard letters to the families of the...

  • Retirement Fund Consultant

    2 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    1. ENGAGE KEY REPRESENTATIVES OF THE CLIENT TO UNDERSTAND THEIR CONTEXT AND NEEDS Partner with Employer representatives and HR professionals to identify challenges and gaps in service levels, understand their context and requirements in the short and medium term (e.g changing member demographics, anticipated organisational restructures and frequently asked...

  • Retirement Fund Consultant

    2 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    Engage Key Representatives of The Client to Understand Their Context and Needs:Partner with Employer representatives and HR professionals to identify challenges and gaps in service levels, understand their context and requirements in the short and medium term (e.g changing member demographics, anticipated organisational restructures and frequently asked...

  • Retirement Fund Consultant

    2 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    Engage key representatives of the client to understand their context and needs Partner with Employer representatives and HR professionals to identify challenges and gaps in service levels, understand their context and requirements in the short and medium term (e.g. changing member demographics, anticipated organisational restructures and frequently asked...

  • Assistant Company Secretary

    2 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    1. ASSIST COMPANY SECRETARY IN PROVIDING DIRECTION TO DESIGNATED COMMITTEES Highlighting important projects requiring the attention of Trustees and their fiduciary duties and compliance with rules of the Fund. Assist with the compilation of the Board stakeholder engagement plan. Assist with the formulation of agendas and compiling of prereading for board and...

  • Junior Legal Advisor

    2 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **PROVIDE LEGAL AND ADMINISTRATIVE SUPPORT TO LEGAL ADVISOR** - Perform accurate legal research and analysis. - Interpret laws, rulings and regulations in legal documents. - Compile, proofread and revise drafts of legal documents and reports. - Daily record keeping with electronic and hard copy filing of documents. - Obtain relevant information for Legal...

  • Temp Call Centre Agent

    3 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **Resolve inbound customer queries** - Receive, handle and resolve all incoming customer queries and enquiries timeously in a professional manner, using information from the system across the various channels - Verify customers to make sure that you are addressing the member of the Fund before giving out information. - Explain benefit structure of Fund and...

  • Operations Manager

    3 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **1. Manage internal departmental functions and processes** - Develop and implement plans for the section that support Pension Administration services and EPPF’s objectives, ensuring optimisation of current business and workflow processes. - Manage and monitor: - All benefit processing activities in accordance with the benefits as defined in the rules of...

  • Temp Call Centre Agent

    2 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    Resolve inbound customer queries Receive, handle and resolve all incoming customer queries and enquiries timeously in a professional manner, using information from the system across the various channels Verify customers to make sure that you are addressing the member of the Fund before giving out information. Explain benefit structure of Fund and provide a...

  • Creditors Clerk

    3 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **VERIFY INVOICES** - Obtain monthly invoice reports and request related statements, review information and follow up on creditor invoices, so that invoices are received timeously from creditors. - Check invoices for compliance to legislative requirements and capture invoices received into the procurement system, according to standard procedure. - Obtain...

  • Creditors Clerk

    2 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    VERIFY INVOICES Obtain monthly invoice reports and request related statements, review information and follow up on creditor invoices, so that invoices are received timeously from creditors. Check invoices for compliance to legislative requirements and capture invoices received into the procurement system, according to standard procedure. Obtain payment...

  • Member/client Experience Manager

    6 days ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **Shaping member experience strategy and best practice interventions for the EPPF** - Assist the fund in understanding the underlying experiences, needs and sentiment of each segment of members - Leverage member data in a meaningful way to support insights which shape the strategy and enable best preparation of members for the milestone of retirement in a...

  • Private Markets Analyst

    3 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **1. Manage private market investments portfolio** - Assist with the completion and presentation of research and recommendations to EPPFs internal investment committee - Monitor the performance of existing investments and identify potential areas of concern - Work with senior analysts to conduct special research on private market strategies and...

  • Private Markets Analyst

    3 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **Manage private market investments **portfolio** - Assist with the completion and presentation of research and recommendations to EPPFs internal investment committee. - Monitor the performance of existing investments and identify potential areas of concern. - Work with senior analysts to conduct special research on private market strategies and...

  • Member Journey Specialist

    2 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    1. Member segmentation and enhance the member experience Segment members, understand their profiles and map their ideal member journey, identifying touchpoints and moments of truth to deliver exceptional service and EPPF brand values. Identify the gaps or shortfalls in member experience across all touchpoints, for all kinds of customer interactions,...

  • Client Experience Specialist

    3 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    Member segmentation and enhance the member experience: - Segment members, understand their profiles and map their ideal member journey, identifying touchpoints and moments of truth to deliver exceptional service and EPPF brand values. - Identify the gaps or shortfalls in member experience across all touchpoints, for all kinds of customer interactions,...

  • Member/client Experience Manager

    2 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    Shaping member experience strategy and best practice interventions for the EPPF Assist the fund in understanding the underlying experiences, needs and sentiment of each segment of members Leverage member data in a meaningful way to support insights which shape the strategy and enable best preparation of members for the milestone of retirement in a convenient...

  • Private Markets Analyst

    2 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    1. Manage private market investments portfolio Assist with the completion and presentation of research and recommendations to EPPFs internal investment committee Monitor the performance of existing investments and identify potential areas of concern Work with senior analysts to conduct special research on private market strategies and opportunities? Prepare...

  • Finance Business Partner

    4 weeks ago

    Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **1. Act as financial custodian for EPPF** - Determine and implement policies, procedures and processes for Finance in line with the wider EPPF Finance policies, regulatory/statutory requirements and good practice - Periodically review the extent to which policies, procedures and processes are adhered to and take corrective action where needed. - Establish...