Effective execution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience.
Requirements
- Matric or equivalent
- 2 - 3 Years' experience in a Financial services administration environment
- 1 - 2 Years' experience in Employee Benefits
INTERNAL PROCESS
- Take ownership of all client servicerequests and ensure that it is resolved timeously and effectively.
- Dealing with client requests in a competent, efficient and professional manner.
- Taking ownership of complaints and ensuring they are resolved timeously and effectively.
- Capture data accurately on relevant systems according to Service Level Agreements.
- Provide relevant information and documentation as requested, in line with relevant guidelines.
- File and maintain all relevant documentation, enabling ease of access by team members.
- In conjunction with the Administration Manager be accountable for the co-ordination of service delivery both internally and externally.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Adhere to all relevant legislative /compliance requirements.
- Identify and report process and system failures and enhancements to improve client experience.
- Provide authoritative expertise toclients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholdersin order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Develop and maintain productive and collaborative working relationships with peers andstakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- Contribute to the financial planning process within area.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
