Fund Administrator (Retail) at Swift Momentum

Job Description

A Cape Town based financial company is seeking a Financial Administrator with 4-5 years’ work experience in a similar environment along with strong reporting and numerical skills.

SALARY: R16-19K/m

DUTIES

•  Manage the transfer process with all parties until successful transfer of funds and confirmation of funds are received.
•  Management of documentation in relation to FICA & FAIS legislation and other client data as required
•  Management of internal relationships to ensure prompt client response and sense of urgency in finalising transfers
•  Ensure full take-on pack and supplier documents
•  Communicate with all parties within the transfer process.
•  Follow up on all pending cases and general query resolution.
•  Attend to queries

REQUIREMENTS

•  Matric
•  4-5 years work experience in a similar environment will be an advantage
•  Basic knowledge of the Retirement Fund industry, including the relevant retirement fund legislation, will be an advantage
•  Any experience in the Employee Benefits industry will be an advantage
•  Able to maintain accurate records and manage standard procedures as well as be able to manage inconsistencies
•  Strong numerical skills
•  Strong reporting skills
•  Good computer skills and telephone skills
•  Knowledge of Microsoft Office, particularly Microsoft Excel and Word

ATTRIBUTES

•  Analytical skills
•  Good verbal & written communication skills
•  Independent thinker
•  High attention to detail
•  Pro-activeness
•  Service orientated
•  Self-starter / Self-motivated
•  Organised
•  High level of accuracy
•  High standards
•  Team Player
•  Energetic / team player
•  Time-management
•  Goal oriented.