Location: Sandton, Gauteng
Job Type Classification: Permanent
Closing Date: Not Specified
Salary: market related
Areas of responsibility may include but not limited to
- processing of every transaction within agreed-upon service levels on a daily and monthly basis.
- carrying out QA tasks for document verification as needed.
- Make sure that daily operations are accurate, in compliance with applicable laws, and up to date with regulatory frameworks, including the Tax Act, the Pension Funds Act, the Rules of the Discovery Life Umbrella Pension and Provident Funds, and the Special Rules for Participating Employers.
- guarantees the delivery of essential operational characteristics like accurate and full data. addressing questions from internal stakeholders, having effective client communications to address concerns and escalations, and making ensuring that client expectations are fulfilled.
- Prepare the management and client reports that will be sent to higher-ups.
- Handling calls or inquiries from internal stakeholders that have been escalated, effectively communicating with clients to address concerns and escalations, and making sure that clients’ expectations are fulfilled.
- Create and preserve a superior business
Personal Attributes and Skills
The successful candidate must demonstrate the following competencies:
- Proficiency in Communication: the ability to express ideas concisely in written and spoken forms.
- Reporting Skills: the capacity to gather data and create reports that include the essential, pertinent dataBeing able to communicate rationally and impartially is crucial for this position.
- Paying close attention to details incredibly well-organized clearly communicates information, viewpoints, and the main points of an argument.
- probes for more details or a deeper comprehension of an issue.
- possesses strong interpersonal relationships.
Education and Experience
- Matriculation is necessary.
- Five years of expertise with employee benefits, retirement funds, and umbrella funds;
- a minimum of NQF level 6 or above is preferred.
- Relevant Industry Requirements: An Overview of Retirement Funds and Wealth Management
- – Beneficial MS Office: Advanced Excel Skills, Accounting, Investments, Retirement Fund
- and Umbrella Fund Operations,
How to Apply?
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