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Operations Support Specialist

6 months ago

Cape Town, South Africa Momentum Corporate Full time

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

**Role Purpose**

Provide an effective and efficient technical support service to the administration team to ensure correctness and consistency in processes which includes queries and projects.

**Requirements**:

- Matric
- 5- 10 Years' retirement fund experience

**Duties & Responsibilities**
- Take ownership of and manage all aspects of Section 14 processes at an employer level.
- Take ownership of and manage all aspects of Liquidation processes at an employer level.
- Contribute and ensure compliance to governance, relevant legislation, and risk mitigation strategies.
- Contribute to the design, implementation, and management of the reporting facility on service delivery.
- Co-ordination/ Ownership of various specialised projects assigned by management.
- Provide monthly reports to management, highlighting any issues and recommend actions to resolve
- concerns or problems related to this environment.
- Maintain a consistent service delivery to ensure client retention and satisfaction.
- Providing information related to Section 14 transfers
- in to Admin for allocation.
- Providing information related to Section 14 transfers
- out for claim processing.
- Ownership of the annual financial and valuation data review.
- Address audit and or actuary queries
- Ownership and management of Benefit statement and Projection statement process. Provide current templates to client engagement for approval and log changes requests with IT.
- Request data extract, checking all information and consulting with Admin Manager for final approval.
- Distribution of Benefit statement in accordance with Client Specification.
- Distribution of adhoc fund communication in conjunction with Client Engagement.

**Competencies**
- Interpersonal and communication skills
- Analytical skills
- Attention to detail
- Accountability
- Time management