Clerk - Transfers and Benefits Administration

5 days ago


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

The Financial Services Transfer Coordinator will be responsible for processing transfers of benefits, preparing documents, and liaising with stakeholders. The ideal candidate will have experience in financial services, strong communication skills, and knowledge of pension fund regulations.

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 Unique Personnel:
A leading recruitment agency dedicated to providing top talent to various industries.
  • Transfer Clerks

    3 weeks ago


    Johannesburg, Gauteng, South Africa Milton Resourcing Full time

    We are seeking Transfer Clerks to join our team. As a Transfer Clerk, you will be responsible for processing ROT and Section 14 transfers of benefits in and out of the Fund, preparing Section 14 documents, liaising with various stakeholders, calculating transfer/surplus benefits, drafting transfers, estimating benefits, balancing funds, handling payments,...


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

    Job DetailsThe Benefits Transfer Coordinator will be responsible for processing transfers of benefits, preparing documents, and liaising with stakeholders. The ideal candidate will have experience in benefits administration, strong communication skills, and knowledge of pension fund regulations.Key Responsibilities:- Process ROT and Section 14 transfers of...


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

    Job SummaryWe 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-...


  • Johannesburg, Gauteng, South Africa Insphired Full time

    Job RequirementsTo succeed as a Benefits Processing Clerk at Insphired, you must have a strong attention to detail and be able to work accurately and efficiently in a fast-paced environment.The successful candidate will be responsible for logging claims onto the NATURAL system, verifying documentation, and communicating with clients and beneficiaries.You...

  • Transfer Clerk

    6 days ago


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

    Key ResponsibilitiesProcess transfers of benefits in and out of the fundPrepare Section 14 documents for submission to actuariesLiaise with FSCA, fund administrators, financial advisors, employers, and consultantsCalculate transfer, surplus, and withdrawal benefits

  • Benefits Claims Clerk

    11 hours ago


    Johannesburg, Gauteng, South Africa Insphired Full time

    Our client in the Retirement Fund industry is currently looking for a Death / Benefits Claims Logging Clerk, in Marshalltown, Johannesburg.POSITION INFO : Responsibilities :Logging of claims onto the NATURAL system and ensuring that all required documentation and member details are correct.Compiling statistics and maintaining departmental schedules.Sorting...


  • Johannesburg, Gauteng, South Africa NMG Benefits Full time

    RequirementsWe are looking for an experienced and skilled individual to fill the role of Retirement Fund Administrator. The successful candidate will have:A minimum of 1-3 years' experience in the financial industryExcellent communication and interpersonal skillsAbility to work independently and as part of a teamRelevant tertiary qualificationGrade 12/Matric...


  • Johannesburg, Gauteng, South Africa NMG Benefits Full time

    Job SummaryThe NMG SA Group of Companies, trading as NMG Benefits, require an experienced individual to fill the role of Retirement Fund Administrator. The successful candidate will be responsible for administering an active fund, assisting the manager with report checks, and performing additional tasks as required.Key ResponsibilitiesReview and process...


  • Johannesburg, Gauteng, South Africa Insphired Full time

    Key ResponsibilitiesAs a Death Benefit Administrator at Insphired, you will be responsible for managing death benefit claims from start to finish. This includes logging claims onto the NATURAL system, verifying documentation, and communicating with clients and beneficiaries.You will also be responsible for compiling statistics, maintaining departmental...


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

    Job OverviewUnique 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...


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

    About the RoleThis is an exciting opportunity for an experienced administrative professional to join our team as a Transfer Clerk.You will be responsible for ensuring the smooth operation of transfer processes, preparing documentation, and providing excellent customer service.


  • Johannesburg, Gauteng, South Africa NMG Benefits Full time

    At NMG Benefits, we are driven by a simple yet powerful philosophy:Finding a Better Way.This commitment shapes everything we do, from consulting to crafting innovative solutions for brighter financial futures. Our expertise spans consulting, actuarial, and administration services in healthcare and retirement fund environments, enhanced by personalised...

  • clerk - raw material

    3 weeks ago


    Johannesburg, Gauteng, South Africa Pronto Labour Team Full time

    RAW MATERIAL CLERK - FMCG/Manufacturing experience* Minimum 2-3 Years' Warehouse/Distribution/Production Clerk experience* Daily Handling of Raw Materials into the Factory * Reconciling of incoming Wadding against PO's & Bin Transfers* Monitoring of CCTV Cameras * Storing Raw Material Stock* Gas Monitoring* Stock Control* Receiving & Dispatching of Goods*...


  • Johannesburg, Gauteng, South Africa NMG Benefits Full time

    Job DescriptionWe are seeking a highly skilled and experienced Retirement Fund Administrator to join our team at NMG Benefits. As a key member of our team, you will be responsible for administering an active fund, assisting the manager with report checks, and performing additional tasks as required.ResponsibilitiesPerform claims processing, including...


  • Johannesburg, Gauteng, South Africa NMG Benefits Full time

    At NMG Benefits, we are driven by a simple yet powerful philosophy: Finding a Better Way. This commitment shapes everything we do, from consulting to crafting innovative solutions for brighter financial futures. Our expertise spans consulting, actuarial, and administration services in healthcare and retirement fund environments, enhanced by personalised...


  • Johannesburg, Gauteng, South Africa Manpower Group SA (Pty) Ltd Full time

    We are seeking an experienced Property Transfer Administrator to join our team at Manpower Group SA (Pty) Ltd.About the Role:This is an exciting opportunity to work with a leading Law Firm in Sandton.The successful candidate will be responsible for attending to lodgments and registrations of all transfers, bond cancellations, and bonds.They will also manage...

  • Debtors Clerk

    3 weeks ago


    Johannesburg, Gauteng, South Africa Aim Personnel Services Full time

    Debtors Clerk - Industria, Johannesburg West - R22 000 + Benefits

  • Invoicing Clerk

    11 hours ago


    Johannesburg, Gauteng, South Africa Talent 101 Full time

    Are you detail-oriented and experienced in invoicing and order processing? We are looking for an Invoicing Clerk to join our teamAs an Invoicing Clerk, you will be responsible for accurately capturing invoices for multiple companies under our umbrella. Your keen eye for detail will ensure that load cons match with picking slips and invoices, all while...


  • Johannesburg, Gauteng, South Africa H And S Labour Brokers Full time

    About the RoleWe are seeking a highly skilled and experienced professional to lead our Claims Processing and Benefits Investigation function. The successful candidate will be responsible for ensuring the timely and accurate allocation of benefits to eligible beneficiaries in accordance with the Pension Funds Act and related legislation.Main...


  • Johannesburg, Gauteng, South Africa NMG Benefits Full time

    We are seeking an experienced System Administrator - IT Support to join our team at NMG Benefits. As a skilled professional in IT administration, you will be responsible for providing comprehensive support to our IT systems and users.Your key responsibilities will include managing and reporting on tickets, conducting due diligence and audits, gathering...