Job Description: The position is responsible for the day-to-day administration and managing a small team within Umbrella Fund Operations, within the Retirement Funds business unit. This is a core administration function and the incumbent would be required to holistically manage and control a portfolio of different 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 Job Responsibilities: Performing QA function for document verification where necessary. Prepare management and client report for submission to superiors. 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 Umbrella Pension and Provident Funds, Participating employer special rules. Ensures delivery of key operational attributes such as data completeness and data quality. Processing of all daily and monthly transactional activity within agree service levels. Dealing with the Human Resources function for staff managed. Ensure others are trained on the processes and systems. Provides staff with clear direction. Sets appropriate standards of behaviour and outputs. Delegates work appropriately and fairly. Motivates and empowers others. Dealing with escalated calls or queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met. Develop and maintain excellent business relations with internal and external brokers. Dealing with queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met. Job Requirements: Reporting Skills: ability to consolidate information and compile reports reflecting the necessary relevant information Conflict Management Very organised Communication Skills: able to communicate clearly both verbally and in writing. Ability to communicate logically and objectively is essential components of this role. Attention to detail Qualification & Experience: 3 - 5 years’ experience in a supervisory role- Essential MS Office – Advanced Excel Skills, Retirement Fund and Umbrella Fund operations, Accounting, Investments, Matric - essential 5 years Employee Benefits , Retirement Funds, Umbrella Fund experience – Essential Relevant Industry Qualifications – Wealth Management, Introduction to Retirement Funds – Advantageous NQF level 6 or similar is advantageous Job Details: Company: Discovery Limited Vacancy Type: Full Time Job Location: Pretoria, Gauteng, SA Application Deadline: N/A Apply Here Vacancieshut.com
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