Role Overview
The Retirement Fund Specialist is responsible for the checking, processing and auditing of specific tasks and processes. The specialist is supporting the management team to meet service level agreements and mitigating risk.
Duties and Responsibilities
Key Performance Objectives
Objectives:
- The checking and processing of investments and disinvestments
- Checking and approving of claims, renewals, year-ends, benefit statements and daily pricing of investment transactions where needed.
- Need to respond to all queries and escalations efficiently and independently
- Assist with any audits. For example, the ISAE3402, internal and fund audits
- Investigations and correcting of records when needed
- Assist in doing fund valuations
- Manage and allocation of all individual and section 14 transfers (including ROT submissions)
- Preparing and checking of all type of statements and admin reports
- Installation of new funds and conversions
- Manage and activate all type of member switches
- Management of all rule amendment and rate changes on the system
- Linking, Debtors & Creditors, unpaid / unclaimed fees and balancing
- Any other adhoc task identified by the manager when needed
- Monthly home loan reconciliations
- Quarterly unclaimed / paid-up FSCA submissions
Monitoring
- Team should be 100% compliant with the style guide
- Team should be 100% compliant with legislation
- Team should be 100% compliant with company process and procedures
- Team should be 100% compliant with service level agreements.
- Use of task control to measure turnaround times
- Audits to be done of work quality and accuracy
Customer Focus
- Effective verbal and written communication
- Putting the client first.
- Professionalism.
- Meet turnaround times
- Must be able to deal with high level client queries / complaints
Note: Your manager can change your tasks at any time based on the need of the business.
Qualifications
Any tertiary qualification or working towards one
Experience
- At least 3 - 5 years experience in financial industry.
- Advance Excel experience
- Ability to work with all Microsoft applications
Competencies
- Computer Skills
- Results driven
- Collaboration skills
- Extremely analytical skills
- Interpersonal Skills.
- Time Management.
- Problem Solving Skills.
- Verbal and Written Communication Skills.
- Able to work independently
- Strong level of responsibility and accountability
- Attention to detail
- Action oriented
- Client focus
