SURF Client Servicing Administrator at Sygnia Asset Management

 ROLE DESCRIPTION:

• Sygnia is seeking a detail-orientated SURF Client Servicing administrator to provide administration and servicing support for SURF brokers and their funds across the Cape Town and Durban coastal regions. The successful candidate will prepare SURF new business quotations nationally, support brokers and consultants, and ensure accurate, efficient and timely employee benefits administration.

DUTIES AND DAILY RESPONSIBILITIES:

• Administer and provide ongoing servicing support for the SURF brokers and their funds across the Cape Town and Durban coastal regions.
• Prepare, co-ordinate and issue all SURF quotations nationally, ensuring accuracy, consistency and timely turnaround.
• Act as a centralised support point for brokers and consultants in relation to SURF administration and quotation requirements.
• Liaise with internal teams, brokers, consultants and service providers to resolve queries and ensure efficient processing of transactions.
• Maintain accurate administration records, supporting documentation and quotation files in line with internal processes and compliance requirements.
• Monitor outstanding items, follow up on requirements and ensure deliverables are completed within agreed deadlines.
• Support service delivery improvements by identifying process gaps, recommending efficiencies and helping to standardise administration practices.
• Take ownership of allocated administrative tasks and provide reliable support to accommodate growth within the SURF portfolio.

ROLE QUALIFICATIONS AND EXPERIENCE:

• Diploma/Degree Advantageous
• Minimum of 3 years’ experience in Employee Benefits
• Previous experience with umbrella fund administration and/or standalone retirement fund administration
• Working knowledge and experience of Everest (administration system) advantageous

COMPETENCIES REQUIRED:

• Strong attention to detail
• High level of numeracy and accuracy
• Good analytical and problem-solving skills
• Excellent interpersonal and relationship-building skills
• Strong written and verbal communication skills
• Service-driven mindset with a strong focus on broker, consultant and stakeholder support
• Proactive individual who is willing to take responsibility and accountability for allocated tasks
• Excellent organisational and planning skills
• Ability to manage multiple priorities and meet strict deadlines
• Ability to work independently and take ownership of key deliverables
• Ability to work under pressure while maintaining accuracy and responsiveness
• Solid knowledge of the retirement fund industry, employee benefits products and relevant legislation
• Process-orientated approach with the ability to identify efficiencies and support continuous improvement