Administrator
Location: Sandton
Job Type Classification: Permanent
Closing Date: Not Specified
Salary: market related
Here’s a **professionally rephrased and streamlined version** of your job description for the role of **Administrator** at **Alexander Forbes**:
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### **Purpose of the Job**
The **Administrator** plays a critical role in the efficient and accurate operation of a portfolio of retirement funds. This position is accountable for delivering on key performance areas as outlined in internal procedures, industry regulations, service level agreements (SLAs), and company standards. Responsibilities must be carried out with a high level of accuracy, timeliness, and professionalism to maintain service excellence and uphold the image of Alexander Forbes. The role requires strong communication skills and a collaborative approach to build and strengthen relationships across all levels—internally and externally.
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### **Key Focus Areas**
#### **1. Operational & Financial Effectiveness**
* Manage fund administration tasks aligned with company and branch financial standards.
* Monitor and control expenses within branch limits.
* Proactively reduce the risk of PI (Professional Indemnity) claims through accurate work.
* Perform monthly contribution reconciliations for Pension and Provident Funds.
* Maintain accurate and up-to-date member data.
* Ensure compliance with Section 13A reporting.
* Process various claims, including bulk transfers and direct housing loans (where applicable).
* Prepare monthly reports for client meetings and complete admin reports and member statements as required.
* Handle recognition of transfer documentation and allocate accordingly.
* Identify changes in fund structures and prepare necessary documentation (e.g., rates, fees).
* Support financial year-end processes for assigned funds.
* Regularly monitor and act on risk reports.
* Maintain daily email and query turnaround standards.
* Support broader team tasks as required based on operational needs.
#### **2. Treating Customers Fairly (TCF)**
* Maintain up-to-date industry and product knowledge.
* Apply AFAS values and the SERVE principle to all client interactions.
* Proactively manage client expectations and mitigate risks while delivering fair treatment.
#### **3. Client Service**
* Deliver timely and accurate communication to clients and members, aligned with company procedures.
* Maintain strong service delivery to both external and internal stakeholders (e.g., ALM Team, Consultants).
* Ensure the quality and accuracy of work meets or exceeds client expectations.
* Adhere to the company’s complaint management procedures.
#### **4. Output, Success & Engagement**
* Contribute positively during high-pressure periods or team absences.
* Manage assigned responsibilities independently and efficiently.
* Complete ad hoc tasks assigned by management on time and accurately.
* Take ownership of internal procedures and continuously contribute to process improvements.
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### **Technical Competencies**
* Proficient in Compass and Alex systems (if applicable).
* Intermediate Excel, basic Word, and strong Outlook skills.
* Strong written and verbal communication abilities.
* Knowledge of Retirement Fund Rules and relevant legislation.
* Ability to apply and adapt to procedural changes and industry developments.
* Strong multitasking, innovative thinking, and problem-solving skills.
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### **Behavioural Competencies**
* Confident and assertive with a professional attitude.
* Strong client service orientation and effective expectation management.
* Proactive, self-motivated, and results-oriented.
* Ability to work independently and collaboratively.
* High level of accountability, discipline, and resilience.
* Excellent interpersonal communication across all levels.
* Resourceful, responsible, and focused on continuous improvement.
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### **Minimum Requirements**
**Education:**
* Matric (Grade 12) – *Essential*
**Experience:**
* Fund administration or similar financial services experience – *Preferred*
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