Section 14 & Termination Administrator

2 weeks ago

Cape Town, South Africa Momentum Corporate Full time

**Introduction**

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- To provide an effective and efficient service to clients by receiving, evaluating, and responding to telephonic/electronic enquiries timeously, as well as paying benefit claims on the
terminated/closed book of business.

**Requirements**:
**Experience And Qualifications**
- Matric (NQF Level 4).
- 1-3 Years relevant experience.
- Retirement fund administration experience.
- Intermediate MS Excel skills.
- Industry and product knowledge.
- Knowledge of relevant legislation.

**Duties & Responsibilities**
- Capturing and checking Section 14 data uploads and payments in the Benchmark & Stadium system.
- Gathering relevant information for transfers in and out of the fund from the Benchmark & Stadium system.
- Handling client queries related to transfers into and out of the fund.
- Handling audit queries related to transfers into and out of the fund.
- Co-ordinate Transfers in and allocation to member records and completion of ROT01 for submission to SARS within SLA.
- Co-ordinate Transfers out, Section 14 claims, and completion of the transfer schedule for submission to the transferee fund within SLA.
- Deal promptly with all client requests in a competent, efficient, and professional manner to ensure client retention and satisfaction.
- Identify risks to the company and ensure all risks are mitigated and escalated where necessary.
- Ensuring effective teamwork with IT and Admin to ensure accuracy and expedite transfers in and out timeously.

**Competencies**
- Accountability.
- Attention to detail.
- Communication skills.
- Planning and organising.
- Interpersonal skills.

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