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Retirement Fund Specialist

1 week ago

Cape Town, Western Cape, South Africa Clicks Group Full time
Requirements
  • Relevant tertiary qualification.
  • Exposure as a member of board of trustees as a Trustee or Principle Officer.
  • 5 years' experience in a similar position.
  • Experience in a retail organisation is advantageous.
Essential Skills
  • Knowledge of all Pension Fund Act /rules & Medical Aid Rules and PF 130 and PF circulars.
  • Ability to draft policy documents.
  • Ability to work independently in a fast-paced environment, at all levels.
  • Knowledge and application of Legislation and administrative requirements relating to the distribution of Death and Disability claims.
  • Knowledge / understanding of Pension & Medical Aid industry & keeping up to date with legislative changes & impact on Funds and business.
  • Strategic thinking – impact of changing circumstances on benefits.
  • Ability to build value based relationships with service providers to optimize cost efficiency.
  • Ability to design member communication which is understandable & informative, so that members can make an informed choice (member investment choice, retirement etc.).
  • Understanding benefits in large complex organisation.
  • Numerical and financial acumen, including the ability to interpret financial statements.
  • Excellent excel skills and work with extensive spreadsheets.
  • Analysing.
  • Writing and reporting.
  • Learning and researching.
  • Adhering to principles and values.
  • Working with people.
  • Delivering results and meeting customer expectations.