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Job Description:
We are looking for a Senior Administrator is responsible and accountable for the key performance areas, aligned to the operation of a portfolio of funds. The key performance areas are set out in the performance assessment and list of tasks. These are determined by consulting and complying with Alexander Forbes procedures, industry requirements, the department that you work in, and any other specific requirements in the Service Level Agreements, at all times. All tasks and functions should be done accurately and within the timeframes and service standards. In this service orientated business, clear and precise communication is required, while building and strengthening relationships, upward, downwards and laterally with internal and external Clients. The image of Alexander Forbes must be maintained and improved by providing prompt, polite and efficient service
Job Responsibilities:
- From time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company.
- Preparing and checking of monthly reporting for client meetings.
- Perform peer review of specific tasks allocated by superior.
- Necessary reporting in terms of Section 13(a)
- Checking of direct/guaranteed housing loans, where applicable, against the schedules received from the loan provider
- To identify any changes on the fund and preparing or the checking of the documents (rates, fees or expenses)
- The checking and authorizing of various types of claims
- Prepare information for the financial year end of your funds (where applicable)
- The completion of Administration Reports (where applicable)
- To check and act upon all risk reports ( where applicable)
- Processing of various types of claims (inclusive of bulk transfers where applicable) for Pension and Provident Funds
- Clear Emails and queries on a daily basis
- The completion of member Statements (where applicable)
Job Requirements:
- TCF – Living the AF values & making positive contributions to the Team/Branch by embracing and implementing TCF. Effectively managing client’s expectations and alleviate risks while embodying the SERVE principal.
- Acquired skills and Knowledge – Individual’s knowledge is up to date on industry trends/changes as well as AFAS products and service offerings. Measured by Branch tests set by Management and by the AFFS training department
Qualification & Experience:
- Grade 12 (Matric)
- Having achieved or studying towards a retirement fund qualification or equivalent qualification.
- Successfully passed the AF and branch tests/assessments
Job Details:
Company: Alexander Forbes
Vacancy Type: Full Time
Job Location: Sandton, Gauteng, SA
Application Deadline: N/A
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