Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Key Responsibilities
- Performing calculations, liaises with other departments both verbally and in writing.
- Monitor the bank statement daily and update the control
- Manages their daily task and updates the team's controls that are in place
- Manages their targets and meets deadlines
- Completion of (ROT) Recognition of Transfer documents correctly and accurately
- Handles anniversary processing, member and new member updates, medicals, paid claims for benefits and quotes for withdrawals and retirements.
- Ensure all emails are attended to within 48hrs of receipt and demonstrating the ability to prioritise urgency and importance
- Invest benefits transferred into our bank within SLA into the members record
- Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core. (Identify/process/record/report)
- Adhere to service level agreements. (Internal and external.)
- Adhere to internal controls and procedures in place.
- Professional verbal and written communication and reporting to clients. (Internal and external.)
- Investigate, resolve and respond to internal and external client queries in a professional and effective manner. (Verbal and in writing)
- Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
- Maintain relationships with internal departments.
- Grade 12
- 2 to 3 years EB working experience specialising in Section 14 Transfers.
- A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
- Knowledge of Individual Transfers
- MIPEB experience will be an advantage
- Experience in applying vested nd non-veted values
- Previous retirement fund administration experience will be advantageous
- Proficiency in Microsoft Office (Excel, Word, Outlook etc.)
- Proactive, innovative and shows initiative
- Communicates effectively - Contributing dependently
- Decision quality - Contributing dependently
- Action orientated - Contributing dependently
- Optimises work processes - Contributing dependently
- Strong attention to detail and proactive attitude
- Strong ability to organize and prioritize
- Excellent communication skills both written and verbal
- Results focused and displays energy when performing tasks
- Time management skills
- Ability to work independently
- Innovative and demonstrates initiative
- Ability to perform well under pressure and meet deadlines
- Good interpersonal skills
- Ability to collaborate and pull information together
- Proactive attitude and a team player
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
