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Fund Administration Specialist

1 week ago

Sandton, South Africa Momentum Full time
Key Responsibilities

The successful candidate will be responsible for executing retirement fund administration in accordance with business, legislative and industry requirements, enhancing client satisfaction.

  • Client complaint resolution and escalation management.
  • Effective communication and SLA delivery.
  • Service recovery and client relationship rebuilding.
  • Competent handling of client requests and inquiries.
  • Broker and client visit management.
  • Relationship building and maintenance.
  • Employer and broker report preparation.
  • Understanding of retirement fund contributions, including collection, recording, and reconciliation.
  • Management of defaults in line with S13A prescripts.
  • Exits processing, including withdrawals, retrenchments, retirements, and death benefits in accordance with S37 of the PFA.
  • S14 transfers processing and reconciliation.
  • Client servicing, addressing queries, and resolving complaints efficiently.
  • Coordination of service delivery with the Administration Manager.
  • Support to the Portfolio Manager for efficient client service.
  • Risk mitigation and escalation.
  • Reporting on complaint findings to prevent recurrence.
  • Maintenance of consistent service delivery for client retention and satisfaction.
  • Utilization of IT systems for accurate documentation.
  • Adherence to organisational best practices and legislative requirements.
  • Broad product knowledge for accurate response to customer complaints.