Senior Fund Administrator at Sanlam Group

Key responsibilities

• Managing all related functions and prioritizing of tasks for section 14, section 13B, section 27 and section 28 processes as well as recovering of income
• Ensure optimal processes and controls to adhere to service level agreements (internal and external) 
• Reporting – responsible for accurate and timeous management reporting as required (weekly/ monthly) as well as updating of workflow reports
• Ensure compliance and risk problems are identified and communicated to management
• Understand and comply with relevant legislative requirements
• Stakeholder engagement with various internal and external stakeholders
• Responsible for investigate, resolve and respond to internal and external client queries using professional verbal and written communication
• Investigate, resolve and respond to ad hoc operational requirements
• Maintain relationships with internal departments and resolve and route queries effectively
• Assist with system testing when necessary
• Ensure accuracy of own work 
• Ensure a good client (internal & external) experience

Qualifications and experience

• Grade 12/Matric
• At least 4 years’ experience within an Employee Benefits environment specialising in Section 14 Transfers
• 2 to 3 years’ experience in managing a team

Technical competencies

• Termination processes experience
• Knowledge of individual transfer
• A thorough understanding of the Pension Fund Act, Fund Rules and Income Tax Act
• MIPEB experience will be an advantageComputer literate with proven proficiency in MS Office (Word and Excel) 

Behavioural competencies

• Strong attention to detail and proactive attitude
• Client focused and able to demonstrate TCF 
• 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, innovation and proactive
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills
• Ability to collaborate and pull information together