Administrator
Location: Sandton
Job Type Classification: Permanent
Closing Date: Not Specified
Salary: market relate
Purpose of the Role
The primary purpose of the Disability Fund Administrator is to ensure the consistent and accurate delivery of high-quality service to both internal and external clients. This is achieved by proactively managing a portfolio of disability claims, adhering to service level agreements (SLAs), and maintaining exceptional communication and workflow processes. The role requires a detail-oriented individual with experience in retirement fund administration who is committed to excellence, client satisfaction, and operational efficiency.
Key Responsibilities
1. Disability Fund Administration
- Manage all aspects of disability claims within your assigned portfolio, ensuring claims are assessed, processed, and communicated efficiently.
- Collaborate with internal consultants, insurers, and client representatives to maintain continuity, transparency, and professionalism in all interactions.
- Ensure compliance with all regulatory and legislative requirements while maintaining adherence to company policies and fund rules.
2. Reporting & Documentation
- Prepare and deliver accurate and comprehensive client reports on a weekly, monthly, quarterly, and annual basis as required.
- Maintain organized records of all claims and interactions, ensuring audit readiness and ease of reference.
- Compile, analyze, and present documentation needed for fund installations, conversions, and ongoing administration.
3. Fund Configuration & System Support
- Participate in the configuration and setup of Line of Business (LOB) systems to support disability fund processes.
- Ensure correct system implementation to minimize errors, reduce administrative delays, and improve service turnaround time.
4. Workflow Management & Operational Excellence
- Monitor and manage assigned workflows, ensuring tasks are distributed, updated, and completed within target deadlines.
- Address backlogs or bottlenecks through proactive communication and coordination.
- Assist the team in tracking progress and identifying areas for process improvement.
5. Quality Assurance & Compliance
- Uphold service standards by delivering work that is precise, complete, and compliant with applicable legislation and service agreements.
- Strive for zero-error output in all areas of responsibility and contribute to reducing Errors & Omissions (E&Os).
- Attend mandatory training sessions and complete assessments within set timeframes to ensure continued professional development.
- Ensure adherence to Treating Customers Fairly (TCF) principles, POPIA (Protection of Personal Information Act), and FCC (Financial Crime Centre) protocols in all interactions.
6. Client & Stakeholder Relationship Management
- Actively build and nurture strong, trust-based relationships with internal departments, external clients, insurers, and consultants.
- Respond to client queries promptly and accurately to avoid unnecessary escalations.
- Participate in client meetings when required, providing insightful input and ensuring agreed-upon actions are followed up.
- Promote a client-first culture and strive for positive client feedback through exceptional service delivery.
7. Meeting Preparation & Participation
- Support internal and external meetings by preparing relevant reports and documentation.
- Attend meetings punctually and engage actively by taking notes, identifying follow-up actions, and contributing where necessary.
- Ensure meeting outcomes are tracked and implemented as required.
8. Administrative Support & Ad Hoc Duties
- Provide administrative assistance as needed across the team or department.
- Complete any ad hoc tasks assigned by management within the required timelines.
- Take responsibility for managing your own task list, while also supporting your team’s operational goals.
Performance Metrics
Success in this role will be measured through the following KPIs:
- Timely and accurate processing of claims
- SLA adherence and turnaround times
- Positive client and stakeholder feedback
- Reduction of E&Os through quality assurance
- Completion and accuracy of reports
- Participation in training and compliance with internal assessments
- Contribution to team and company goals
Skills and Competencies
To be successful in this role, you must demonstrate:
- Strong organizational and administrative abilities
- Excellent communication skills (written and verbal)
- Strong attention to detail and analytical thinking
- Ability to work under pressure and manage multiple priorities
- Sound understanding of retirement fund processes and legislation
- Client-focused mindset with a passion for service delivery
- Proactive problem-solving capabilities and accountability
- Ability to work independently and as part of a high-performing team
Minimum Requirements
- Education: National Senior Certificate (Matric)
- Experience: 2 to 3 years’ experience in Employee Benefits, preferably within retirement fund administration
- Familiarity with disability claims processing and applicable legal frameworks
- Knowledge of fund administration platforms, workflow tools, and reporting systems is advantageous
Working at [Your Company Name]
We are committed to creating a supportive, ethical, and empowering environment where every employee is encouraged to grow. As a Disability Fund Administrator, you’ll play a key role in enabling financial wellness for our clients and ensuring their claims are handled with empathy, speed, and precision.
Additional Notes
- Occasional travel or extended hours may be required during peak periods.
- This role requires strict adherence to confidentiality and data privacy standards.
- From time to time, responsibilities may evolve in line with the company’s operational needs.
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