Latest Jobs at Salt Employee Benefits

Overview:

• The Funeral Fund Administrator is responsible for the accurate and efficient administration of funeral fund memberships, dependants, premiums, claims, reconciliations and related client services activities. The role supports operational integrity through accurate member administration, efficient claims processing, reliable contribution data and exceptional stakeholder service.

Key Responsibilites:

• Member & Dependent Administration
• Funeral Claims Administration
• Premium & Billing Administration
• Reconciliations & Data Integrity
• Client Service & Stakeholder Engagement
• Process registrations, amendments, exits and reinstatements.
• Maintain accurate member records.
• Validate supporting documentation.
• Receive and register new claims.
• Verify documentation and eligibility.
• Submit claims to insurers and monitor progress.
• Process billing information.
• Monitor premium receipts.
• Investigate discrepancies.
• Perform monthly reconciliations.
• Resolve reconciling items.
• Escalate recurring issues.
• Manage member, employer and insurer queries within SLA.
• Maintain auditable records and data integrity.
• Adhere to fund rules, POPIA and internal controls.

Critical Skills required:

• Proficient in Excel
• Claims processing.
• Member administration.
• Administration systems.
• Reconciliations.
• Compliance.

Required Qualifications:

• Grade 12/Matric.
• Insurance qualification preferable
• Employee Benefits qualification preferable.
• Finance qualification advantageous.
• Accounting qualification advantageous.
• Business Administration qualification advantageous.

Required Experience:

• Funeral fund administration required – 3+ years
• Claims administration – 3+ years
• Member administration – 3+ years
• Reconciliations of claims and member administration required
• Insurance administration – required – 3+ years
• Employee benefits administration – required – 3+ years
   

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Purpose

• To act as a liaison between the members of the Fund and the Fund’s other service providers i.e. (funeral benefit administrator, Section 37C Investigators, Trust Fund Administrators, Tracers) in receiving claims and ensuring that they are processed timeously. The Client Liaison Officer serves as the primary point of contact between the company and its clients. This role involves ensuring that clients' needs are met, fostering strong relationships, and ensuring that all services and communications are delivered promptly and professionally. The Client Liaison Officer is responsible for understanding client expectations and working with various internal teams to deliver optimal service.

Responsibilities
Client Relationship Management:

• Act as the main point of contact for clients, addressing inquiries and providing consistent updates.
• Build and maintain strong, long-lasting client relationships with employers.
• Understand the clients' business needs and ensure their expectations are met.
• Receive members and help them with submission of their claims
• Ensure that all due diligence is completed in processing the claims.
• Check that all claim documents are available: Visible ID, forms tax numbers etc.
• Act as a service rep to ensure that all forms are completed fully to ensure timeous payment.
• Guide the member into education and completion of all paperwork to prevent come backs.
• To advise member of any outstanding documentation or what will affect the delay of the claim.
• Attend to members and beneficiaries who are submitting and following up on their claims (withdrawal, funeral, disability, death, unclaimed benefits, retirement, trust fund).
• Escalate claims that are outside the service level agreement.
• Assist with all walks in queries to ensure end to end service and delivery eg. Advising members who come to enquire about their membership on their status.
• Liaise with various departments/stakeholders with member claims e.g. to the relevant CLO/MCLO for further investigation.
• Provide members with benefit statements, contribution history and quotations where available.
• Educate members on benefits of the fund and process.
• Ensure reporting daily to the manager for consideration and review.

Communication and Coordination:

• Serve as the communication bridge between clients and internal teams.
• Coordinate meetings, calls, and other communication between the client and the relevant department.
• Facilitate smooth communication across teams to ensure clients' needs are efficiently met.

Client Support and Problem Resolution:

• Address client issues, concerns, or complaints and work towards resolving them promptly.
• Ensure that clients receive timely and accurate responses to their queries.
• Liaise with other departments to ensure any issues or requests are resolved effectively.

Service Delivery Oversight:

• Monitor the quality and timeliness of services provided to clients.
• Ensure all contractual obligations and service-level agreements (SLAs) are being met.
• Work with the project management or operations teams to ensure smooth service delivery.

Feedback and Improvement:

• Gather client feedback to assess satisfaction levels and identify areas for improvement.
• Report client feedback to senior management and suggest improvements to enhance the client experience.

Reporting and Admin:

• Submit daily and weekly reports including any ad-hoc reports as and when required by business.
• All claims and documents to be uploaded and indexed on Everest/EPIC system used by Salt.
• To provide reports after every employer visits with challenges and actions required. The report will be
• provided the following day after coming back from the visit Relationship Management.
• Attend to requests from other stakeholders like Member Unions, Employer Unions and PSIRA as and when the requests come in.
• Strictly adhere to the rules and policies of the Fund, legislation, administration procedures and service level agreements.
• Maintain and improve quality results by adhering to standards and guidelines; recommend improved procedures.
• Attend internal and external training required. Time Management.
• Excellent time management. Flexible and ability to work under pressure and multitask.

Client Retention and Growth:

• Identify opportunities for upselling or cross-selling additional services to clients.
• Ensure that client expectations are exceeded in order to retain long-term business relationships.

Internal Collaboration:

• Work closely with the sales, marketing, and operations teams to align service offerings with client needs.
• Provide internal teams with insight into clients' expectations and any potential changes to services or needs.

Project Coordination:

• Support the delivery of client-related projects, ensuring timelines, budgets, and quality standards are met.
• Monitor project progress and update clients regularly on project status.

Planning for Travelling:

• Complete a yearly travel plan split per month.
• To inform all Client Liaison Officers (CLOs) of planned pending trips and to get a list of employers that needed to be visited from CLOs.
• To ensure that all administrative tasks relative to the training including full recon, outstanding claims and unallocated contributions have been obtained.
• To check with the Agents that the employers to be visited have been registered with the NBC and if not to include in the preparation for the visits.
• To escalate all matters arising from the employer meetings/visits to the relevant departments and ensure that they are acted on.

Competencies:

• Communication: Articulate ideas clearly, listen actively, and adapt communication styles to engage diverse stakeholders effectively.
• Problem-solving: Analyse complex issues, identify root causes, and develop innovative solutions to overcome challenges.
• Adaptability: Embrace change, remain flexible, and thrive in dynamic environments by quickly adjusting strategies and priorities.
• Decision-making: Make informed decisions based on data, analysis, and intuition, considering both short-term impacts and long-term implications.
• Collaboration: Build strong relationships, leverage diverse perspectives, and work effectively in cross-functional teams to achieve shared goals.
• Emotional Intelligence: Demonstrate empathy, self-awareness, and resilience in managing interpersonal dynamics and navigating challenging situations.
• Innovation: Encourage creativity, experiment with new ideas, and continuously seek opportunities for improvement and growth.
• Time Management: Prioritise tasks, manage resources efficiently, and maintain focus on key objectives to meet deadlines and deliver results effectively.

Education:

• Excel – intermediate
• Matric or Recognition of Prior Learning

Experience:

• Industry knowledge and at least 2 years Industry experience English (Business writing and email etiquette).
   

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Overview:

• Salt EB is seeking a meticulous Administrative Assistant - Reconstructions to join our Midrand Offices. The top candidate is to prepare and process accurate reconstructions relating to OPFA complaints and determinations, ensuring that member contribution records and fund information are correctly assessed. To support the timely resolution of complaints by providing reliable reconstruction calculations in accordance with fund rules, legislation and internal procedures.

Areas of Responsibilities:

• Assist with data capturing and determinations and provide general administrative support.
• Prepare accurate reconstructions in accordance with determinations issued by the Office of the Pension Funds Adjudicator (OPFA) to support their implementation.
• Analyse complaints referred by the OPFA and prepare detailed reconstructions to assist with investigations and resolutions.
• Review and verify member records, contribution schedules, payment information and supporting documentation to ensure accurate reconstruction calculations.
• Maintain accurate and up-to-date records of completed reconstructions, supporting calculations, documentation and outstanding matters.
• Liaise with relevant internal departments to obtain information, resolve discrepancies and ensure reconstructions are completed accurately and within agreed turnaround times.

Required Qualifications and Experience:

• Matric 
• 2 to 3 years’ experience in a similar position
• Pension law added advantage
• FICA awareness, and POPIA and TCF training

Skills and Competencies:

• Written and verbal communication
• Stakeholder management (CRM)
• Industry knowledge and experience
• Accuracy and attention to detail
• Ability to work under pressure and meet deadlines
• Interpersonal skills
• Cross-team collaboration
• Time management
• Data analysis
   

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Purpose:

• The Communication Specialist will be responsible for developing, coordinating and implementing member and stakeholder communication for retirement funds under administration. The role focuses on delivering clear, accurate, timely and accessible communication that keeps retirement fund members and stakeholders informed about fund benefits, developments, processes and services, while promoting member engagement, stakeholder relations, education and Fund awareness.

Responsibilities:

• Develop and deliver accurate, timely and accessible member communications in line with the approved communication plans and deadlines.
• Coordinate effective communication with participating employers, trustees, unions and other relevant stakeholders to ensure consistent messaging, information sharing and stakeholder engagement.
• Develop and implement fund-specific communication plans aligned with fund objectives, member needs, regulatory requirements and approved communication strategies.
• Manage and maintain relevant communication channels, including websites and social media channels to ensure current, accessible and engaging content.
• Ensure all communication materials are accurate, professionally written, appropriately approved and aligned with fund rules, brand guidelines and applicable regulatory requirements.
• Monitor communication effectiveness through engagement statistics, member feedback and campaign performance, and provide regular reports with recommendations for improvement where necessary.

Essential Knowledge and Skills:

• Understanding of retirement fund legislation, regulatory requirements and member communication obligations.
• Excellent writing, editing and proofreading skills, with the ability to simplify complex retirement fund information.
• Strong member and stakeholder communication, engagement and relationship management skills.
• Proficiency in digital communication platforms, content management systems and social media.
• Strong communication planning, project management and reporting skills.
• Ability to develop accurate, compliant and member-focused communication across multiple channels.

Qualification Requirements:

• Bachelor's degree or National Diploma in Communication, Public Relations, Journalism, Marketing or a related field.
• A minimum of 3–5 years' experience in communication, preferably within the retirement fund or financial services industry.
• A digital marketing certificate will be an added advantage.
• Retirement fund industry qualifications or relevant training will be an added advantage.
• Industry knowledge and at least 2 years Industry experience English (Business writing and email etiquette).
   

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Role Overview

• To manage and oversee the Fund Accounting portfolio across Treasury, Accounting, Investments, Audits, Valuations, Compliance and Reporting, ensuring accurate financial records, effective cash flow management, timely reporting and adherence to regulatory requirements.
• The role requires strong analytical and problem-solving skills, attention to detail, and the ability to identify opportunities for process improvement. The successful candidate will provide operational support to the Fund Accounting team, maintain effective stakeholder relationships, and ensure high-quality service delivery within required deadlines.
• Reporting to the Senior Finance Manager, the role will also involve taking ownership of delegated projects, supporting cross-functional collaboration, and contributing to the overall efficiency and effectiveness of the Fund Accounting function.

AREAS OF RESPONSIBILITIES

Operational

• Treasury management: forecasting and daily investment/disinvestment management
• Review and set-up of users online banking access.
• Checking and approving payments.
• Check that bank statements are updated and bank reconciliations done accurately and on time.
• Monitor fund cashflows and forecast cash requirements in line with each fund’s policies.
• Prepare investment and disinvestment instructions and oversee daily, weekly and monthly cashflow reporting.
• Oversee and enhance the relationship with the fund/s bankers

Accounting

• Oversee and manage existing system controls and introduce new enhancements to streamline workflow and mitigate risk factors.
• Prepare, maintain and implement standard operating procedures (SOPs).
• Development, implementation and management of effective financial controls.
• Prepare fund accounts in accordance with each fund’s accounting policies and rules, and implement any changes.
• Ensure adherence to the Service Level Agreement (SLA) of the fund/s.
• Checking all monthly reconciliations (Accounts Receivable & Accounts Payable).
• Prepare and review monthly general ledger (GL) working papers and reconciliations; identify, report and resolve accounting issues.
• Ensuring that all systems in the department are in a working condition.

Investments

• Liaising with fund managers, brokers, and custodians to communicate information and resolve issues on a timely basis.
• Monitor and control investment / disinvestment with the respective Investment Managers.
• Ensure accurate daily and monthly pricing, including the loading of daily unit prices.
• Review and address unpriced cashflows with the relevant fund managers, brokers and custodians.
• Ensuring Investments are balanced accurately (ALM).

Audit

• Planning and coordination of the audits to ensure the audit function is executed on a timely and efficient basis.
• Checking of audit files and working papers for submission to the auditors.
• Prepare and review the annual financial statements.
• Providing responses on audit requirements ensuring all audit issues are resolved, and all compliance issues are met.
• Implement audit action plans and recommendations from the auditors.
• Electronic submission of financial statements to the FSCA.
• Handle FSCA queries relating to the annual financial statements and audit submissions.

Valuation

• Prepare member data for fund valuations.
• Liaising with the actuary for the timeous valuation of the fund/s.
• Implementing recommendations from the valuator.

Compliance and Reporting

• Ensure adherence to applicable regulatory requirements of the FSCA, SARS and SARB; ensure accurate SARB and C48 reporting and quarterly Regulation 28 compliance reporting.
• Provide oversight and play a leadership role in the Compliance Management function to ensure that:
• the company compliance framework and policies are properly embedded and implemented in the business.
• there is regular reporting on compliance breaches and progress on mitigation and management plans.
• administrative penalties as a result of compliance breaches are minimised.
• Manage the performance of Compliance operational activities within Salt EB to minimise compliance risk through adherence to policies, procedures, and guidelines and in accordance with regulatory requirements.
• Working closely with the senior Management to ensure that all key risks are identified and are adequately communicated to the relevant business owners.

Reporting

• Prepare and review monthly management accounts, cashflow statements and investment reconciliations for each fund.
• Drafting of the annual budget for the fund/s and monthly tracking of the fund/s income and expenses against the budget.
• Provide relevant information for the preparation of fund/s board packs. Oversee the production of monthly management reports (internal).
• Ensure that monthly compliance reporting is accurate, of a high standard and properly reviewed (internal).
• Communicate to management about any fraudulent activities and misrepresentation of information.

Customer

• Attend Board and Subcommittee meetings.
• Ensure adherence to customer and service provider SLA’s.

People

• Develop a high performing team by embedding formal performance development and informal coaching. Implement talent acquisition, engagement and recognition process in line with this.
• Assist administrators with accounting issues.
• Effective team management and coordination of financial activities at all levels.

Headcount & Retention.

• Timekeeping - Managing teams leave and time keeping (RTW).
• Training & Development - Making sure all team members understand to adhere to processes.
• Succession planning.
• Innovation, Learning and Growth
• Ensuring that functions and processes are aligned within the department.
• Improving the internal controls to address any weaknesses that may arise.
• Prepare training manuals used in the fund accountant department.
• Authorizing and co-ordinating staff leave.
• Preparing and assessing of staff KPA’s.

COMPETENCIES REQUIRED

• Bachelor’s degree in accounting/finance
• Advanced Excel
• Communication (Written and Verbal)
• English (Business writing and email etiquette)
• Stakeholder management (CRM)
• Accuracy and attention to detail
• Judgement and Decision Making
• Working under pressure and deadline driven
• Organizational skills / Planning and prioritizing
• Interpersonal skills
• Settings goals
• Cross team collaboration
• Innovation
• Great time management
• Analysis of data
• Judgement/Decision making
• Innovation
• Negotiation and Conflict Management
• Networking
• Persuasion, Prospecting
• Research

QULAIFICATIONS AND EXPERIENCE

• Minimum Bachelor’s Degree in Accounting, Finance, or a related field from an accredited institution.
• Honours/Postgraduate Diploma in Accounting (advantageous)
• SAIPA/ CIMA/ AGA(SA) – SAICA (advantageous)
• Relevant experience in Pension Funds (+5 years), relevant experience in large Funds arrangements (Umbrella) or in audit of Pension Funds.