Fund Administrator (GP - Centruion) at Sanlam Group

About the Job

What will you do?
Key responsibilities:

• Register claim if we have valid documentation (statement on death or death certificate)
• Request external portfolio’s (MMI / Glacier)
• Sell Shares on MIP
• Request Risk from different Insurers
• Good Understanding on how RFW works
• Acted on new incidents (workflow)
• Attend to new information received (workflow + death’s mailbox)
• Ensuring that all documentation is accurate and complete for processing and is attached to the C Flow incident
• Day to day administration of a death claim
• Validity checks on MIP
• Request outstanding information
• Good understanding of tax directive application even through e-filing and also how to refer foreign tax
• Bank validations
• Validate letters of Authority / Executive
• Tracing of Beneficiaries
• Managing their e-mails to ensure they are within 2-day SLA
• Handling telephone calls
• Ensure claims are on the correct step instruction
• Ensure the subject field is completed correctly
• Ensure Client reporting are updated
• Attend to walk-in clients
• Ensure all attachments are attached to C-Flow
• Do regular follow ups on outstanding information / Send monthly reports
• Drafting of letters
• Closing of incidents
• Monitoring of daily workflow
• Manage relationships with internal departments and resolve and route queries effectively
• Move members to Death Unclaimed MG
• Be able to attend complex queries and be able to communicate clearly and accurately

Technical Competencies:

• At least 5 years’ experience within an Employee Benefits environment
• Benefit payments processes experience
• Umbrella Fund experience
• A thorough understanding of the Pension Fund Act, Fund Rules and Income Tax Act
• Computer literate with proven proficiency in MS Office (Word and Excel)

Behavioural Competencies:

• Strong attention to detail and proactive attitude
• Challenge and persist to achieve targeted outcomes in a manner that sustains relationships and credibility
• Strong ability to organize and prioritize
• Ability to handle a diverse range of tasks simultaneously
• Ability to execute
• Team player and target /results driven
• Excellent communication skills both written and verbal
• Displays energy when performing tasks
• Excellent project and time management skills
• Demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills