Quality Assurer Specialist – Retirement Fund Administration

Company Overview

NMG Benefits provides consulting, actuarial and administration expertise in the healthcare and retirement fund environments and this extends to financial planning for individuals. This allows NMG to provide an end-to-end solution across the healthcare, retirement fund and financial planning needs of employers and their employees.

NMG Benefits is a subsidiary of the NMG Group, a global advisory and intermediary services firm with over 35 years’ experience. Our purpose is to find a better way by always putting the members first by providing independent, strategic consulting services.

Our international presence makes us capable of providing in-depth analytical intelligence to our clients, while our NMG benefits team is designed to provide a personalised service.

At NMG we have been placed in a position of privilege and trust to manage the well-being of our client’s financial futures. We are proud that more than 50 blue chip South African companies trust our advice and implement our recommendations

Role Overview: 

The Retirement Fund Quality Assurer is responsible for the checking, processing, and auditing of specific tasks and processes. The role is supporting the management team to meet service level agreements and mitigating risk.

Duties & Responsibilities

Key Performance Objectives

Objectives:

The checking and processing of the following tasks (not limited to these)

• investments and disinvestments
• daily pricing of investment transactions where needed
• monthly contributions
• all type of claims
• renewals
• year-ends
• all type of statements
• admin reports
• any other client reports
• system corrections / allocations
• Need to respond to all queries and escalations efficiently and independently
• Any other adhoc task identified by the manager when needed

The Quality Assurer will also support the Operations Specialist where there is a need

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 and fund allocations, at any time based on the needs of the business.

Minimum Qualification

Any tertiary qualification or working towards one

Experience

• At least 3 - 5 years of experience in the financial industry.
• Advance Excel experience
• Ability to work with all Microsoft applications.

Competencies (skills required)

• 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.