Legal Assistant at NMG Benefits

Job description

JOB DESCRIPTION

Duties:

• Applications in respect of Section 14 of the Pension Funds Act
• Source information pertinent to Section 14 documents;
• Draft Section 14 Applications;
• Liaise with Consultants , Actuarial, Client, Administrators and Rules drafter in respect of Section 14;
• Liaising with the Financial Services Board (FSB);
• Submission of the finalized S14 document to the FSB;
• Follow ups with the FSB and/or other administrator ;
• Updates to relevant parties regarding progress of the Application;
• Attend to queries from the FSB;
• Drafting Extension Applications;
• Uploading documents on FSB on-line system;
• Maintaining and updating a spreadsheet of all the section 14’s;
• Spreadsheets & Statistics for various clients;
• Research Historical Section14’s as applicable;
• Implement legislative changes in terms of Section 14’s.
• Pension Funds Adjudicator Complaints
• Liaising with the PFA offices;
• Maintaining and updating a spreadsheet of all the Complaints;
• Submission of all responses to PFA Complaints;
• Manage Meeting request process;
• Reschedule of Conciliation Hearings and Requesting teleconferences if necessary;
• Applying for extensions;
• Managing queries;
• Opening of Electronic Complaint folders;
• Updates to all parties where necessary ;
• Follow ups in respect of Complaints.
• Financial Services Board
• Facilitate delivery and collection of mail when necessary;
• Submission of various fund appointments with covering letter;
• Manage Financial Services Board’s Deposit Account for NMG, which includes checking the invoices and providing the necessary proof of payments made.
• Fund De-registrations
• Preparation of Forms F, F1 and Resolutions required to de-register funds;
• Submission of various documentation to the Financial Services Board to facilitate deregistration of funds;
• Attend to all queries raised by the Financial Services Board during the de-registration process;
• Notification to all parties once a fund has been de-registered
• Updating of spreadsheets to record the current status of de-registration.
• Rules
• Drafting of Special Rules and Revised Special Rules,
• Submission of signed rules/special rules to the Financial Services Board (FSB) for registration and approval;
• Assisting with responses to any queries raised by the FSB during the registration and approval process;
• Notification to all parties of registration and approval of rules;
• Updating of spreadsheets to record the current status of rules.
• Amendments
• Drafting of amendments as requested;
• Submission of signed amendments to the Financial Services Board for registration and approval;
• Assisting with responses to any queries raised by the FSB and SARS during the registration and approval process;
• Notification to all parties of registration and approval of amendments;
• Updating of spreadsheets to record the current status of the amendments
• Foreign Registration
• Arranging for foreign registrations as requested;
• Arranging for renewal of foreign registrations as requested ;
• Notification to all parties of renewal registration;
• Updating of spreadsheets to record the current status of the renewal
• General
• General queries to and from external clients;
• General assistance in absence of Contracts Manager to internal & external parties;
• General assistance to Contracts Manager;
• Statistics for Management Committee meetings;
• Reports for Management Committee and Board meetings.

Key Attributes

• Commitment;
• Attention to detail;
• Ability to work independently with sufficient training;
• Excellent verbal and written communication skills;
• Good understanding of industry rules and regulations and the organisation compliance needs regarding Section 14 applications and Adjudicator cases;
• Be resourceful with problem solving;
• Willingness to learn and to assist with adhoc tasks when required;
• Ability to multi-task when required.

Minimum Qualification

• A three year relevant professional qualification or
• Currently pursuing a qualification in the Legal field

Experience

• At least 5 years’ experience in Employee Benefits (Legal drafting)
• Advanced Excel and MS Word experience