Retirement Fund Admin Team Manager

2 weeks ago

Cape Town, South Africa Salt Employee Benefits Full time

The Administration Manager is responsible for the overall management of the administration team. The duties include, managing, planning, monitoring, and reporting. The manager must be innovative and improve admin processes. The manager must be solution driven and ensure excellent stakeholder communication. He/she must ensure all the highest level of service standards, while maintaining accurate member data.

Areas of Responsibilities

  • Ensuring all contributions are updated with the required time and LPI invoices sent, where appliable.

  •  

    Ensure all claims are quality assured and processed according to the rules, policies, legislation, administration procedures / policies and the service level agreements applicable to the Funds.

  •  

    Ensure all transfers in are allocated timeously and transfers out are paid out.

  •  

    Ensure all switches have been executed timeously and accurately.

  •  

    Ensure all member data is accurate on the admin system.

  •  

    Identify, develop, enhance, document and make proposals to implement policies, procedures and processes for efficient and accurate administration.

  •  

    Unit price management.

  •  

    Manage workflows on Everest, resolve queries on the system.

  •  

    Investigate, analyse and monitor escalations and complaints. Report trends and obtain approval from the reporting manager for solutions to implement preventative measures.

  •  

    Support a positive and responsive climate for client / member enquiry resolution.

  •  

    Ensure communication, whether internal or external is dealt with professionally and within the SLA.

  •  

    Assist in allocating clients to the team.

  •  

    Train, mentor and coach the team members.

  • Set and agree performance areas with staff and manage employee performance to ensure production standards are met in terms of quantity and quality.

  •  

    Authorise payment of claims.

  •  

    Perform quality control review on contributions updated, switches performed and claim processed.

  •  

    Perform the responsibilities of the administrators, when required.

  •  

    Prepare and review monthly / quarterly reports.

  •  

    Fund Implementation review.

  •  

    Fund rules set up on Everest review , including risk policies, investment mandates and fees.

  •  

    Renewal changes on admin, risk policies loaded on Everest.

  •  

    Manage SARS queries.

  •  

    Generate and review benefit statements.

  •  

    Manage benefit statement queries.

  •  

    Fund Implementations review on Everest.

  •  

    Ebsphere issue log maintenance.

  •  

    New system enhancements / testing / implementation.

  •  

    Benefit Counsellor / Float Pays queries.

  •  

    Escalated client / member queries and complaints.

 

Competencies required:

  • Accept accountability of the fund administration tasks.
  • Excellent analytical and problem solving skills.
  • Good verbal and written communication skills.
  • Must be able to work under pressure.
  • Industry knowledge and experience.
  • High level of accuracy and attention to detail.
  • Organisational skills / Planning and prioritising.
  • Good Interpersonal skills.
  • Cross team collaboration, motivating the team.
  • Management of time, must meet deadlines.
  • Managing productivity and efficiency in the team.
  • Setting personal and career goals.

Qualifications:

  • Undergraduate degree/ Retirement Fund qualification
  • Excellent Excel skills, must be able to do V-Lookup, pivot etc.
  • FICA awareness training.
  • At least 4 years employee benefits / retirement fund administration experience specifically in a similar role
  • A good knowledge of pension fund legislation, (specifically Section 13A), regulations and guidelines.
  • Everest experience will be advantageous.
  • Good knowledge and understanding of unitisation.
  • Good knowledge of Microsoft Outlook and word
  • Excellent numerical skills with attention to detail and accuracy.

  • Retirement Fund Admin Team Manager

    2 weeks ago

    Cape Town, South Africa SALT Employee Benefits Full time

    The Administration Manager is responsible for the overall management of the administration team. The duties include, managing, planning, monitoring, and reporting. The manager must be innovative and improve admin processes. The manager must be solution driven and ensure excellent stakeholder communication. He/she must ensure all the highest level of service...

  • Retirement Fund Admin Team Manager

    2 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    The Administration Manager is responsible for the overall management of the administration team. The duties include, managing, planning, monitoring, and reporting. The manager must be innovative and improve admin processes. The manager must be solution driven and ensure excellent stakeholder communication. He/she must ensure all the highest level of service...

  • Retirement Fund Administrator

    2 weeks ago

    Cape Town, South Africa SALT Employee Benefits Full time

    An administrator is responsible and accountable for the full administration of a portfolio of clients allocated. He/ she should adhere to the administration procedures, SLA and industry requirements at all times. The administrator in this role should ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with...

  • Retirement Fund Administrator

    2 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    An administrator is responsible and accountable for the full administration of a portfolio of clients allocated. He/ she should adhere to the administration procedures, SLA and industry requirements at all times. The administrator in this role should ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with...

  • Retirement Fund Administrator

    2 weeks ago

    Cape Town, South Africa Salt Employee Benefits Full time

    An administrator is responsible and accountable for the full administration of a portfolio of clients allocated. He/ she should adhere to the administration procedures, SLA and industry requirements at all times. The administrator in this role should ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with...

  • Retirement Fund Consultant

    3 weeks ago

    Bellville, City of Cape Town, Western Cape, South Africa H&S Labour Brokers cc Full time

    You will educate and inform Members, Pensioners and Human Resource Business Partners with information about their pension fund benefits in compliance with the Financial Sector Conduct Authority customer principles.   BASIC JOB DESCRIPTION   Engage key representatives of the client to understand their context and needs •Partner with Employer...

  • Manager Fund Accountant

    5 days ago

    Cape Town, South Africa Communicate Recruitment Full time

    Review and approve banking transactionsManage cash flow and forecast fund requirementsOversee system controls and proceduresPrepare fund accounts and ensure complianceLiaise with investment managers and brokersHandle SARS submissions and auditsCoordinate fund valuations and compliancePrepare management reports and budgetsEnsure customer and SLA...

  • Manager Fund Accountant

    6 days ago

    Cape Town, South Africa Communicate Recruitment Full time

    Review and approve banking transactionsManage cash flow and forecast fund requirementsOversee system controls and proceduresPrepare fund accounts and ensure complianceLiaise with investment managers and brokersHandle SARS submissions and auditsCoordinate fund valuations and compliancePrepare management reports and budgetsEnsure customer and SLA...

  • Manager Fund Accountant

    6 days ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Review and approve banking transactionsManage cash flow and forecast fund requirementsOversee system controls and proceduresPrepare fund accounts and ensure complianceLiaise with investment managers and brokersHandle SARS submissions and auditsCoordinate fund valuations and compliancePrepare management reports and budgetsEnsure customer and SLA...

  • Fixed Income Senior Analyst

    4 weeks ago

    Cape Town, South Africa Fund Manager Full time

    This position is for a Fixed Income Senior Analyst / Portfolio Manager with a respected Fund Manager, based in Claremont, Cape Town. KEY RESPONSIBILITIES: - Manage a portion of the unit trust portfolios’ SA income and bond component - Responsible for the day-to-day allocation to fixed income instruments - Manage all cash flows associated with the unit...

  • Operational Compliance Officer

    4 weeks ago

    Cape Town, South Africa Fund Manager Full time

    OPERATIONAL COMPLIANCE OFFICER (CAPE TOWN) Looking for a dynamic, passionate and results driven operational compliance officer with Collective Investment Scheme (CIS) experience and knowledge to join our team. This individual needs to be confident and willing to get involved in every aspect of the business where required. ROLE AND RESPONSIBILIES: -...

  • Fund Manager

    7 days ago

    Cape Town, South Africa Communicate Recruitment Full time

    Full accounting function of the fundsOperational duties include:BankingAccountsReportingInvestmentsSARS / EMP201 & 501AuditValuationLegislativeCustomer liaison and adherence to SLAsPeople managementSkills & Experience: Ability to investigate and analyse data to be able to report accuratelyExcellent Excel skills, must be able to do V-Lookup, pivot etc.FICA...

  • Fund Manager

    7 days ago

    Cape Town, South Africa Communicate Recruitment Full time

    Full accounting function of the fundsOperational duties include:BankingAccountsReportingInvestmentsSARS / EMP201 & 501AuditValuationLegislativeCustomer liaison and adherence to SLAsPeople managementSkills & Experience: Ability to investigate and analyse data to be able to report accuratelyExcellent Excel skills, must be able to do V-Lookup, pivot etc.FICA...

  • Fund Manager

    6 days ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Full accounting function of the fundsOperational duties include:BankingAccountsReportingInvestmentsSARS / EMP201 & 501AuditValuationLegislativeCustomer liaison and adherence to SLAsPeople managementSkills & Experience: Ability to investigate and analyse data to be able to report accuratelyExcellent Excel skills, must be able to do V-Lookup, pivot etc.FICA...

  • Fund Accounting Manager

    20 hours ago

    Cape Town, South Africa Communicate Recruitment Full time

    Job Description: You, the successful candidate, will be responsible, yet not limited to the following duties: Review and approve banking transactionsManage cash flow and forecast fund requirementsPrepare management reports and budgetsEnsure customer and SLA adherenceAssist team with accounting issuesDevelop and lead a high-performing team Skills &...

  • Analyst Developer: Retirement Fund Administration

    3 weeks ago

    Cape Town, South Africa IOCO Full time

    We are looking for a skilled and motivated Analyst Developer to join our team, specializing in Retirement Fund Administration (FAS) and Benefit Claims (PEP). The Analyst Developer will play a crucial role in designing, developing, and maintaining software solutions to support retirement fund administration processes and benefit claims management. What...

  • Analyst Developer: Retirement Fund Administration

    4 weeks ago

    Cape Town, South Africa IOCO Full time

    We are looking for a skilled and motivated Analyst Developer to join our team, specializing in Retirement Fund Administration (FAS) and Benefit Claims (PEP). The Analyst Developer will play a crucial role in designing, developing, and maintaining software solutions to support retirement fund administration processes and benefit claims management.What...

  • Manager Fund Accounting

    2 weeks ago

    Cape Town, South Africa SALT Employee Benefits Full time

    Purpose of role:The Fund Accounting Manager is responsible for the full accounting function of the Funds. The manager must be able to investigate and apply expertise to data with an intended objective to deliver on accurate reporting. The manager must be innovative and implement key internal controls and improve on processes. The manager must be able to be...

  • Manager Fund Accounting

    2 weeks ago

    Cape Town, South Africa Salt Employee Benefits Full time

    Purpose of role:The Fund Accounting Manager is responsible for the full accounting function of the Funds. The manager must be able to investigate and apply expertise to data with an intended objective to deliver on accurate reporting. The manager must be innovative and implement key internal controls and improve on processes. The manager must be able to be...

  • Manager Fund Accounting

    2 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Purpose of role:The Fund Accounting Manager is responsible for the full accounting function of the Funds. The manager must be able to investigate and apply expertise to data with an intended objective to deliver on accurate reporting. The manager must be innovative and implement key internal controls and improve on processes. The manager must be able to be...