Transfer Processing Specialist

5 days ago


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

We are looking for a highly skilled Clerk - Transfers and Benefits Administration to join our team in Johannesburg. The successful candidate will be responsible for processing transfers of benefits, preparing documents, 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

What We Offer:
A competitive salary and benefits package in a dynamic work environment.

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