Category: Ops & Admin - OF6310
Posted by: Alexander Forbes
Posted on: 22 Aug 2024
Closing date: 29 Aug 2024
Location: Sandton
Purpose Of The Job
An Administrator is responsible and accountable for the key performance areas, aligned to the operation of a portfolio of funds. The key performance areas are set out in the performance assessment and list of tasks .These are determined by consulting and complying with Alexander Forbes Operation and Administration procedures, industry requirements, the department that you work in, and any other specific requirements in the Service Level Agreements, at all times. All tasks and functions should be done accurately and within the timeframes and service standards. In this service orientated business, clear and precise communication is required, while building and strengthening relationships, upward, downwards and laterally with internal and external Clients. The image of Alexander Forbes Operation & Administration must be maintained and improved by providing prompt, polite and efficient service.
Overview
Education
- Matric Essential
- Having achieved or studying towards a retirement fund qualification or equivalent qualification Advantageous
- Position does not require a post graduate qualification
- Minimum 1 years of retirement funds experience
- Compass and Alex (where applicable) system knowledge
- Computer literate (outlook, excel (intermediate level) and word (basic))
- Good oral & written communication skills
- Ability to multi-task
- Ability to anticipate and manage change
- Innovative thinking and delivery
- Ability to understand and apply Retirement Fund Rules
- Ability to review and understand the applicable legislation relevant to function. Behavioral competencies
- Confident/Assertive
- Ability to persuade and influence
- Professional and mature business attitude
- Self-Motivated
- Client Service Orientation
- Ability to manage expectations
- Ability to communicate effectively with colleagues, management & clients
- Ability to work in and as part of a team
- Self-awareness
- Resilient
- Disciplined in being able to follow documented procedures and processes
- Responsible & accountable
- Resourceful & problem solver
- Results- Orientated
- Ability to interact with Clients
Operational and financial success
Maintaining expenses in line with Branch standards and limits
Eliminating PI Claims
Fund administration - role specific
- Processing of various types of claims (inclusive of bulk transfers where applicable) for Pension and Provident Funds
- Revisiting of claims due to various reasons
- Request housing loan settlement values in respect of members that have been flagged
- Preparing of monthly reporting for client meetings
- Complete recognition of transfer documents for exits
- Prepare information for the financial year end of your funds (where applicable)
- Prepare claims reports for internal/external clients upon request
- To check and act upon all risk reports (where applicable)
- Clear Emails and queries daily
- From time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company.
- Answer calls through a designated call center and make outbound calls. Embracing & implementing TCF through Service Center
- Acquired skills and Knowledge - Individual's knowledge is up to date on industry trends/changes as well as AFAS products and service offerings. Measured by Branch tests set by Management and by the AFFS training department Client service
- Timeous & Accurate client and member communication in line with company and branch procedures and controls.
- Effective and efficient service delivery through the Call Center, including Internal clients such as ALM Team, Consultants, etc.
- Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without errors
- Compliant in terms of AFFS complaints management procedure.
- Team contribution - Assists in times of absenteeism/pressure to ensure work delivery.
- Managing self - Management of processes and responsibilities. Ability to work independently.
- Timeous & accurate actioning of adhoc tasks assigned by Management
- Taking on additional responsibilities & making a positive contribution to the team/Branch by way of internal procedures & processes.
