RETIREMENT FUND ASSISTANT KZN

RETIREMENT FUND ASSISTANT - KZN Finance/Accounting

Durban - KwaZulu Natal

RETIREMENT FUND ASSISTANTS

Our client is looking for a Retirement Fund Assistants to join their team. Salary is market related.

Responsibilities

Attend to various standard enquiries, as well as urgent pension related enquiries in the absence of the advisors; escalate as and when necessary.

Assist dependants with the completion of claim documents.

Complete and timeously submit the companies death claim forms, attach certified documents in accordance with standard procedure.

Explain medical benefits / processes to pensioners, and assist pensioners to make a decision on medical changes / option changes and submit forms to Head Office.

Refer pensioners with medical enquiries to the relevant departments within their respective medical aid scheme.

Prepare and arrange cheque requisition for death benefits.

Receive, issue (duplicate) and submit EOS forms in accordance with stipulated procedure.

Receive, issue (duplicate) and submit EOS forms for foreign based pensioners.

Plan, arrange, execute and direct pensioner functions.

Compose and deliver multiple forms of written documents (slides, memos, letters etc.) as requested, according to the required standards.

Manage all telephonic queries appropriately, capture messages accurately, and disseminate information to the correct individual(s).

Receive and send faxes and incoming mail.

Develop and maintain the office filing system in a retrievable manner.

Order, keep, and issue stationery in compliance with allocated budget, minimising wasteful expenditure.

Capture budget related data on the computerised system, accurately.

Schedule office meetings depending on the availability of the delegates.

Maintain and update the asset register, as required.

Requirements

Relevant Diploma

2 years job-related experience

Retirement Fund industry knowledge is advantageous

RE5

Please apply if you meet the requirements fully.

If you do not hear from us within 14 days, kindly consider your application unsuccessful at this time.

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