Provide an effective and efficient technical support service to the administration team to ensure correctness and consistency in processes which includes queries and projects.
Requirements
Matric
5- 10 Years' retirement fund experience
Duties & Responsibilities
Take ownership of and manage all aspects of Section 14 processes for Living Annuitants
Take ownership of and manage all aspects of Annual Tax recons and IRP5 Distributions, Fixed Tax Implementation
Contribute and ensure compliance to governance, relevant legislation, and risk mitigation strategies.
Contribute to the design, implementation, and management of the reporting facility on service delivery.
Co-ordination/ Ownership of various specialised projects assigned by management.
Provide monthly reports to management, highlighting any issues and recommend actions to resolve concerns or problems related to this environment.
Maintain a consistent service delivery to ensure client retention and satisfaction.
Ownership of the annual financial and valuation data review.
Address audit and or actuary queries.
Ownership and management of Benefit statements, Annual increases/Bonuses, annual newsletters. Provide current templates to client engagement for approval and log changes requests with IT.
Request data extract, checking all information and consulting with Admin Manager for final approval.
Distribution of adhoc fund communication in conjunction with Client Engagement.
Gmail
Yahoomail