Retirement Fund Administrator

1 week ago

Cape Town, Western Cape, South Africa SALT Employee Benefits Full time
Job Title: Retirement Fund Administrator

We are seeking a highly skilled and experienced Retirement Fund Administrator to join our team at SALT Employee Benefits. As a key member of our administration team, you will be responsible for ensuring the smooth operation of our retirement fund administration services.

Key Responsibilities:
  • Reconcile monthly contributions for a portfolio of clients, ensuring accurate and timely processing within agreed service level agreements.
  • Manage member data received from clients, maintaining accurate records on our admin system, Everest.
  • Perform reconciliations, including deduction of risk premiums, investments, and fund expenses.
  • Monitor compliance, calculate LPI, and prepare invoices in accordance with Section 13(a) regulations.
  • Process switches between investments, individual, and bulk, as well as individual and S14 transfers.
  • Handle various types of claims, including vetting claim documents, liaising with members, applying for tax, and processing payments.
  • Communicate with members and clients via phone and email, ensuring timely and professional responses.
  • Maintain accurate record-keeping and filing on the system and shared drive.
  • Prepare monthly admin reports and generate membership, paid-up certificates, and benefit statements.
  • Assist the fund accountant team with general and audit queries.
Requirements:
  • Accountability for assigned tasks.
  • Excellent analytical and problem-solving skills.
  • Good communication skills.
  • Ability to work under pressure.
  • Industry knowledge and experience.
  • High level of accuracy and attention to detail.
  • Organizational skills and planning.
  • Interpersonal skills.
  • Cross-team collaboration.
  • Time management and meeting deadlines.
  • Setting personal and career goals.
Qualifications:
  • Undergraduate degree or Retirement Fund qualification.
  • Excellent Excel skills, including V-Lookup and pivot tables.
  • FICA awareness training.
  • At least 2 years of experience in employee benefits or retirement fund administration, specifically in a similar role.
  • Good knowledge of pension fund legislation, regulations, and guidelines.
  • Everest experience is advantageous.
  • Good knowledge and understanding of unitisation.
  • Proficiency in Microsoft Outlook and Word.
  • Excellent numerical skills with attention to detail and accuracy.

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