Retirement Fund Specialist - Nuweland, South Africa - PPS Recruitment

PPS Recruitment

Verified Company

Nuweland, South Africa

3 weeks ago

Posted by:

Thabo Mthembu

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Description

Job Advert Summary:

The Retirement Fund Specialist provides a great client and advisor experience through exceptional levels of service. Instructions from clients are validated and processed speedily and accurately. Any incomplete instructions are followed up with the relevant stakeholders in a professional and friendly manner. This role has a specific focus on retirement fund support.

Minimum Requirements:

Ideal experience & qualifications:

Retirement fund administration experience (death claims, section 14 transfers)
Platform administration experience (Linked investment products, Retirement Funds, Living Annuities and Endowments)
Worked with Principal Officer and Trustees of Retirement Funds
Relevant Bachelor's degree is essential

Competencies & ideal personality attributes:

Attention to detail and high level of accuracy
Ability to work independently and be proactive
Strong administration background
Excellent communication skills in both English and Afrikaans
Selfstarter, take initiative and be proactive
Passionate, ambitious, and energetic
Friendly and professional

Systems knowledge:

Proficient in MS Office

Duties and Responsibilities:

Interacting with retirement fund Principal Officer and Trustees in order to

- investigate and manage death claims end to end,
- make recommendations to trustees in line with various legislative and business requirements,
- facilitate Section 14 transfers

Liaising with Beneficiaries, executors, and other 3rd party stakeholders to facilitate completion of instructions
Ensuring all incoming work is processed within required turnaround times and before relevant cut offs.
Ensure completeness and accuracy of instruction
Support team members and Team Leader
Attend to queries
Maintain records of all interactions on CRM system
Ad hoc duties as may be required from time to time