Administrator

2 weeks ago

Sandton, South Africa Momentum Corporate Full time

**Introduction**

**Role Purpose**

Effective execution of retirementfund administration in line withbusiness, legislative and industryrequirements, thereby improvingoverall client experience.

**Requirements**:
Matric or equivalent
2 - 3 Years' experience in a Financial services administration environment

**Duties & Responsibilities**

Taking ownership of complaintsand ensuring they are resolvedtimeously and effectively.
Providing first time resolution onescalated complaints.
Engaging in effectivecommunication and deliveringaccording to SLA's.
Service recovery and clientrelationship restoration.
Dealing with client requests in acompetent, efficient andprofessional manner.
Client / Broker visits whererequired.
Client relationship building.
Prepare Employer / Broker reports.
Contributions - Understanding ofretirement fund contributionsprocess, including collection,recording and reconciliation as wellas management of defaults in linewith the S13A prescripts.
Claims - Ability to process variousexits including Withdrawals,Retrenchments, Retirements aswell as knowledge of the full Deathbenefit processing in line with S37of the PFA.
Transfers In and Out - Ability toprocess S14 transfers and performthe requisite reconciliations.

In conjunction with theAdministration Manager beaccountable for the co-ordinationof service delivery both internallyand externally.
Support the Portfolio Manager thatenables efficient and effectiveclient service.
Ensuring all risks are mitigated andescalated where necessary.
Report on findings of complaints toavoid reoccurrence.
Maintaining a consistent servicedelivery to ensure client retentionand satisfaction.
Effectively utilising IT systems toensure accuracy of documentation.
Ensuring adherence toorganisational best practice andlegislative requirements.
Maintaining broad productknowledge in order to effectivelyand accurately respond tocustomer complaints.
Build and maintain relationshipswith clients and internal andexternal stakeholders.
Contribute to the process ofdeveloping client servicestandards in order to ensure clientsreceive clear and accurateinformation and are kept informedat all times.
Make recommendations to improveclient service and fair treatment ofclients.
Participate and contribute to aculture which builds rewardingrelationships, facilitates feedbackand provides exceptional clientexperience
Positively influence and managechange and offer specialistsupport where required.
Contribute to continuousinnovation through thedevelopment, sharing andimplementation of new ideas andinvolvement of colleagues andstaff.
Participate and contribute to aculture of work centric thinking,productivity, service delivery andquality management.
Take ownership for driving careerdevelopment.

**Competencies**

Analytical thinking
Business acumen
Presentation and facilitation skills
Planning and Organising
Interpersonal Relationships

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