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  • Posted: Mar 20, 2024
    Deadline: Not specified
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    Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services. We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by p...
    Read more about this company

     

    Operations Support Specialist Pension Payroll

    Role Purpose

    • 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.

    Competencies

    • Interpersonal and communication skills
    • Analytical skills
    • Attention to detail  Accountability
    • Time management

    Method of Application

    Interested and qualified? Go to Momentum on momentum.erecruit.co to apply

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