Administrator (Death, Divorce & Transfers)

**Who are we?**

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

**What will you do?**
- The primary purpose of the DDT (Death, Divorce & Transfers) Administrator is to process Claims on the Lisp Platform, including Death Claims, Section 14s, Section 50 and Divorce.

**Key Outcomes**
- The following outcomes will be expected to be achieved by the Administrator (DDT):

- Maintain control of work on hand daily to ensure all transactions are actioned within turnaround time.
- Processes and service reporting:

- All tasks allocated are processed within standard SLA as per the relevant procedures
- Closing of tasks within TAT, with all relevant documents attached, attaching all documents to the relevant folders
- Loading claims and switches per the relevant procedures
- Accurate use of CRM, status & notes
- Manage death claim notifications
- Liaise with beneficiaries on death claim documentation and related matters
- Preparing recommendation resolutions on allocations and distributions
- Adherence to all internal protocols on administration
- Updating section 14, section 50 controls and death claim subcommittee report
- Trace deceased members’ beneficiaries on project death claims
- Responsible for preparing trustee reports and for stakeholders
- Act to ensure that both proactive & reactive communication is accurate, comprehensible, recipient friendly, on time, thorough and adheres to client service standards
- Queries and complains:

- Ensure that queries are acknowledged and responded to accurately and within agreed time
- Upskill the team to be able to handle queries
- Manage complex queries, and resolve escalated queries
- Responsible for team related Audit queries

**Qualifications and Experience**
- Grade 12
- Relevant diploma/bachelor’s degree or equivalent
- 3 - 5 years administration experience
- Knowledge of Section 37C of the Pension Fund Act investigation advantage
- Compass/CRM an advantage

**Competencies**
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Rule orientation
- Ability to delegate
- Ability to manage expectations
- Responsible & accountable
- Resourceful problem solver
- Effective Communicator

**Attributes**
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ability to adapt to change

**What will make you successful in this role?**

**Qualification and Experience**
- Grade 12 or Diploma with 3 to 4 years related experience.

**Knowledge and Skills**
- General Administrative Practices
- Risk, debt, MI and budgeting
- Logistical and events/meeting co-ordination
- Client relationship management

**Personal Attributes**
- Interpersonal savvy - Contributing independently
- Decision quality - Contributing independently
- Action orientated - Contributing independently
- Optimises work processes - Contributing independently

**Build a successful career with us**
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

**Core Competencies**
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently

**Turnaround time**

**Our commitment to transformation**

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.