Financial Services Transfer Coordinator

4 days ago


Johannesburg, Gauteng, South Africa Unique Personnel (Pty) Ltd Full time
Job Overview

Unique Personnel (Pty) Ltd is seeking a skilled Transfer Processing Specialist to join our team in Johannesburg. The ideal candidate will have experience in processing transfers of benefits, preparing documents for submission, and liaising with stakeholders.

Key Responsibilities:
- Process ROT and Section 14 transfers of benefits in and out of the Fund
- Prepare Section 14 documents for submission to Actuaries
- Liaise with FSCA, Fund Administrator, Financial Advisors, Employers, and Consultants
- Calculate transfer, surplus, and withdrawal benefits
- Draft 'agterskot' transfers
- Estimate benefits
- Balance funds in and out
- Add payments on cashbooks
- Run and finalise cashbooks

Requirements:
- Matric (Grade 12) with Maths/Accounting
- Good arithmetic and basic accounting skills
- Good attendance and reliability
- Basic work experience required: minimum 3 years claim processing experience
- PC skills, Excel, Word, and letter writing skills
- Excellent verbal and written communication
- Knowledge of Pension Fund Act
- Understanding of Fund rules

About Us:
Unique Personnel (Pty) Ltd is a reputable recruitment agency committed to providing top talent to various industries.

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