Description

An Administrator is responsible for the financial management, operational effectiveness, client service, and engagement within a portfolio of funds. This includes adhering to Alexander Forbes Operation and Administration procedures, industry requirements, and Service Level Agreements, while ensuring accuracy and timely service.

Responsibilities

•  Operational and financial success.
•  Maintaining expenses in line with Branch standards and limits.
•  Eliminating PI Claims.
•  Processing various types of claims for Pension and Provident Funds.
•  Revisiting claims as needed.
•  Requesting housing loan settlement values for flagged members.
•  Preparing monthly reports for client meetings.
•  Completing recognition of transfer documents for exits.
•  Preparing information for the financial year end of your funds.
•  Preparing claims reports for internal/external clients upon request.
•  Checking and acting upon all risk reports.
•  Clearing emails and queries daily.
•  Performing other related duties as required.
•  Answering and making calls through a designated call center.
•  Embracing and implementing TCF through the Service Center.
•  Keeping knowledge up to date on industry trends and AFAS products and services.

Requirements

•  Matric – Essential.
•  Achieved or studying towards a retirement fund qualification or equivalent – Advantageous.
•  Compass and Alex system knowledge.
•  Computer literate (Outlook, Excel (intermediate), and Word (basic)).
•  Good oral & written communication skills.
•  Ability to multi-task.
•  Ability to anticipate and manage change.
•  Innovative thinking and delivery.
•  Understanding and applying Retirement Fund Rules.
•  Understanding applicable legislation relevant to function.