Fund Administrator at Sanlam Group

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Key responsibilities

• Performing calculations, liaises with other departments both verbally and in writing.
• Monitor the bank statement daily and update the control
• Manages their daily task and updates the team's controls that are in place
• Manages their targets and meets deadlines 
• Completion of (ROT) Recognition of Transfer documents correctly and accurately
• Handles anniversary processing, member and new member updates, medicals, paid claims for benefits and quotes for withdrawals and retirements.
• Ensure all emails are attended to within 48hrs of receipt and demonstrating the ability to prioritise urgency and importance
• Invest benefits transferred into our bank within SLA into the members record
• Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core. (Identify/process/record/report)
• Adhere to service level agreements. (Internal and external.)
• Adhere to internal controls and procedures in place.
• Professional verbal and written communication and reporting to clients. (Internal and external.)
• Investigate, resolve and respond to internal and external client queries in a professional and effective manner. (Verbal and in writing)
• Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
• A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
• Maintain relationships with internal departments.

Qualifications and experience

• Grade 12
• At least 2 years working experience in EB

Technical competencies

• Knowledge of Pension Funds Act
• Familiar with SARS ROT01 submissions
• Experience in applying vested and non-vested values
• Previous retirement fund administration experience will be advantageous
• Proficiency in Microsoft Office (Excel, Word, Outlook etc.)

Personal attributes

• Strong attention to detail and proactive attitude
• Strong ability to organize and prioritize
• Excellent communication skills both written and verbal
• Results focused and displays energy when performing tasks
• Time management skills
• Ability to work independently
• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills
• Ability to collaborate and pull information together
• Proactive attitude and a team player