Payroll Administrator - Switches & Annuity at Sanlam Group

Job Purpose & Key Outcomes

• Business Screening
• Responsible for screening all businesses
• Responsible for monitoring cases and ensuring that they are screened within turnaround time.

Business Processing

• Responsible for processing all instructions 
• Responsible for monitoring cases and ensuring that they are processed within turnaround time
• Capturing of the following requests and performing the necessary calculations:
• Income Review form
• Bank account detail changes
• Special deduction Instruction
• Medical Aid changes
• Top Up investments: Review and capture new income
• Change of Payees
• Automatic Reviews
• 3rd party payments to client’s other investment(s)
• Set up regular withdrawals on discretionary products.
• Compulsory Annuity changes.
• Perform PAYE Tax calculations and tax aggregation calculations.
• Ad hoc claim requests – i.e. tax calculations

Knowledge and Time management

• Accountable to understand the processes, procedures, legislation and business rules as relating the role
• Accountable for continuous learning
• Responsible for guiding and supporting peers with ongoing training in new development and other areas as required by the business

Documentation

• Ensure adherence to the applicable procedure in terms of filing
• Ensure adherence to company policy and procedure in terms of confidentiality and record keeping
• Accountable for storage of electronic data

Reporting

• Responsible for ensuring that CRM is 100% updated with detailed comments
• Responsible for compiling daily work on hand reports

Queries 

• Accountable for owning and responding to the client within the agreed SLA
• Resolve basic queries from internal clients including management
• Ensure accurate resolution to client queries within the agreed SLA

Process and Procedures

• Familiarise yourself with relevant processes pertaining to specific tasks
• Familiarise yourself with relevant procedures and checklists

Compliance

• Ensure adherence to company policy and procedure
• Accountable to keep up with changes in legislation
• Responsible to identify any non-compliance to legislation/regulation and report to management

Qualifications and Experience

• Grade 12 with Maths
• 0-2 years Retirement Funds Administration

Competencies

• Being resilient 
• Driving results 
• Cultivates innovation 
• Customer focus 
• Attention to detail 
• Confident & assertive
• Good oral & written communication skills
• Professional & mature business attitude
• Creative problem- solver
• Analytical thinking l Name Signature

Attributes 

• Positive, enthusiastic attitude
• Teamwork
• Honesty, integrity, and respect
• Ability to build and manage working relationships