Administrator: Benefit Statements

5 days ago


Bellville, South Africa Sanlam Full time

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 resilience and prosperity of those entities and their employees. We tap into over 100years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.
We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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 awesome things. We pride ourselves in helping our employees to realise their worth and live with confidence.
What will you do?
Bulk Printing and Distribution of client specific documents within the retirement fund context.
Compilation and distribution of benefit statements, new member certificates, paid-up certificates and housing loan statements within the legal requirements (Pension Funds Act, Fund Rules, Income Tax Act, Administration Agreement and any other relevant legislative requirements).
Planning towards specific deadlines, report regularly on progress and deliver good quality within the agreed service levels and by deadlines.
Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
Maintain relationships with internal departments.
Efficiently prepare and analyse large datasets on MS Excel.
Qualification and Experience
Matric
Tertiary qualification will be advantageous
At least 5 years retirement fund administration specific experience - essential
Certificate of Proficiency (COP) or an Introduction to Retirement Funds (IRF) qualification will be advantageous Knowledge and Skills
A good understanding of the overall workings of a retirement fund, especially the different types of benefits these funds offer, is essential
Previous experience in doing retirement fund benefit statements will be highly advantageous
Proficiency in MS Office, especially Excel and Word is required
Knowledge of MIP and Ghostdraft will be advantageous Behavioural Competencies
Strong attention to detail
Willingness to learn and become proficient in various systems and processes
Strong ability to organize and prioritize
Excellent communication skills both written and verbal (fluent in English)
Results / target driven
Accountability
Good time management skills
Ability to work independently or be a team player - dependent on the business requirement
Innovative and demonstrates initiative
Ability to perform well under pressure and meet deadlines
Good interpersonal skills
Ability to investigate, analyse and solve problems
Proactive person with a positive attitude Core Competencies Being resilient - Contributing dependently Customer focus - Contributing dependently Collaborates - Contributing dependently Cultivates innovation - Contributing dependently Drives results - Contributing dependently 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. Turnaround time
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.


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