Indexer - Sandton, South Africa - Discovery Ltd.

Discovery Ltd.

Verified Company

Sandton, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Business Unit:
Discovery Employee Benefits
Function:Administration and Office Support
Date:28 Aug 2023Achieve more than
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YOU BELIEVE

Discovery Employee Benefits

Indexer
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About Discovery

Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fastpaced and dynamic environment enables smart, selfdriven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

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Key Purpose of the role

The position is responsible for the day to day managing of incoming work through various channels within the Retirement Funds business unit. This is a core administration function and the incumbent would be required to holistically manage and index incoming tasks related to Retirement Fund disciplines, for example monthly contribution, claim, investment option, individual transfer in, section 14, section 28 processes. The incumbent must ensure that processes and procedures are implemented, maintained and improved. The incumbent needs to ensure operational activity is conducted within regulatory frameworks, accurately, effectively and efficiently. The incumbent must ensure that he/she has the knowledge, skills, tools and competencies required to perform the required job within service level agreements. The incumbent must have an appetite to be part of a growing new business unit, continuous improvement, able to adapt to change easily and play a role in change management within the team, challenge the status quo, inspire and motivate others. The incumbent will continually review existing processes and procedures in order to ensure the delivery of committed services to Group Risk clients.

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Areas of responsibility may include but not limited to

Performing QA function for document verification where necessary.
Processing and indexing all daily transactional activity within agreed service levels.
Ensure that day to day administration is accurate, compliant and abreast with regulatory frameworks such as, Pension Funds Act, Tax Act, Rules of the Discovery Life
Group Risk and Provident Funds, Participating employer special rules. Ensures delivery of key operational attributes such as data completeness and data quality.
Dealing with queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
Prepare management reports for submission to superior.

Personal Attributes and Skills

A positive attitude
Selfstarter with a high attention to detail and be able to multitask
Good at follow through
Exceptional ability to communicate written and orally
Problem solving and solution focused
Analytical interpretation
Building relationships
Coping with pressure (deadlines)
Time-Management and Organizational Skills
Must be team orientated, willing to assist other team members in the office
Compassion: will be working with people who are sometimes in dire situations or going through difficult transitions. Must be compassionate to their situation and working with them in a positive way
Outstanding customer service skills

Education and Experience
years Employee Benefits, Retirement Funds, Umbrella Fund experience - Essential

Matric essential
NQF level 4 or similar is advantageous

Relevant Industry Qualifications

Wealth Management, Introduction to Retirement Funds
Advantageous
Full Universe Compliance and Legislation relating to Employee Benefits and Umbrella/Retirement Funds
Advantageous

MS Office

Advanced Excel skills, Retirement Fund and Umbrella Fund operations

EMPLOYMENT EQUITY
The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

EMPLOYMENT EQUITY

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.