Latest Jobs 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

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ROLE DESCRIPTION:

• Sygnia is the fastest-growing multi-management company in South Africa. Join this dynamic company by becoming a part of their Employee Benefits Administration team as an Employee Benefits Section 14 Administrator

DUTIES AND DAILY RESPONSIBILITIES:

Transfers in:

• Monitor Section 14 approvals and the bank account to identify Section 14 receipts.
• When deposits are received, follow up on outstanding data.
• When data is received, reconcile the data to the Section 14 application, member information and payment.
• Query any missing information or discrepancies with the Transferor Fund.
• Conclude allocation accurately and within agreed upon timelines.
• Monitor the ROT01/ROT02 SARS report daily and ensure all allocations receive a successful response.
• Follow up on ROT01/ROT02 failed submissions until concluded.
• Work closely with all relevant parties, e.g. internal and external consultants, participating employers, trustees, principal officers, fund accountants

Transfers out:

• Monitor Section 14 approvals.
• When approvals are received, process the transfer out and provide the transferee fund with the required data.
• Assist the transferee fund where necessary with ROT01/ROT02 failed submissions until concluded.
• Work closely with all relevant parties, e.g. internal and external consultants, participating employers, trustees, principal officers, fund accountants

General:

• Assist the Accounts team with collating and preparing information on transfers for the annual audit.
• Identify projects that need to be completed and manage/perform these as required.
• Assist other teams where necessary, e.g. reviewing claims or updates, assisting with data anomalies etc
• On an ongoing basis, assess the processes and controls for appropriateness and efficiency.

ROLE QUALIFICATIONS AND EXPERIENCE:

• Diploma/Degree Advantageous
• Minimum of 3-4 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/ problem-solving skills
• Good inter-personal skills
• Good communication skills, both written and verbal
• Proactive individual, who is willing take responsibility and accountability for allocated tasks
• Excellent organisational skills
• Ability to multi-task
• Ability to work under pressure
• Solid knowledge of the retirement fund industry and legislation