Alexforbes Vacancies 22-02-2024

1. Talent Specialist
2.  Talent Coordinator
3. Senior Financial Crime Compliance Officer
4. Onsite Consultant (Durban)
5. Technical Specialist: Client Transition
6. Technical Specialist: Client Transition
7. Technical Support Specialist Insight System
8. Senior Administrator Contributions
9. Specialist
10.  Forensic Auditor

Please check the link at the end of the posts and all the best with your applications.

Talent Specialist

Designation:	PP3819 – Talent Specialist
Category:	Human Capital & Transformation – OF5300
Posted by:	Alexander Forbes
Posted on:	22 Feb 2024
Closing date:	29 Feb 2024
Location:	Sandton

Purpose of the Job:

Contributes to the recruitment function in the organisation. Oversees psychometric testing and screening processes as well as induction programmes in the organisation.

Overview:

• To implement the Commercial HC Demand HC Plan thereby enabling the function to effectively respond to the enterprise-wide Talent, Leadership needs.
• Contribute towards innovative practices to attract talent proactively into the organization using a variety of channels
• To implement the workforce plans for 3-5 years and to implement the Groupwide Talent strategy, framework and value proposition (inclusive of working with the Manager Talent pipelines to manage talent pipelines and ensuring the delivery of talent plans).
• To implement the Employer brand  to become the employer of choice
• To continuously improve organisational process and practices to  lead to better talent attraction, development, deployment and retention
• Analyse the exit and employee engagement data with a view to inform leaders of the impending risks to talent
• In conjunction with Talent Manager contribute to talent retention strategies to retain talent
• Manage the New employee orientation programme with the Resourcing & Talent Specialists and HCBP’s and provide adoption usage, and trends from new employee interviews with a view to continuously improve employee engagement, provide insights into resourcing, retention rates and achievement against strategy.
• To provide input and consultancy services on sub-disciplines such as best sourcing strategies compared to market (introduce resourcing best practices for the organization)
• Implement the assessment batteries for the organization and link into development programmes of new talent for the organization.
• To implement fit for purpose resourcing options and programmes which remain relevant for current and future organisational needs, and which align to  deliver the necessary return on investment in a cost-efficient manner.
• To ensure compliance with, governance and adherence to company standards as it relates to Transformation and Resourcing
• Provide backup cover for resourcing teams
• To adopt and ensure adherence to SLA’s with preferred suppliers

Requirements:

• Degree/Diploma in Human Resources/Social Science
• 5 – 8 years’ experience in Human Resources/Recruitment and Talent Management
• Financial Services Experience
• Data Driven Experience
• Experience in Talent Insights, Market Analysis and Talent Metrics.

 Talent Coordinator

Designation:	PP3818 – Talent Coordinator
Category:	Human Capital & Transformation – OF5300
Posted by:	Alexander Forbes
Posted on:	22 Feb 2024
Closing date:	29 Feb 2024
Location:	Sandton

Purpose of the Job:

Responsible for the recruitment process. Screening and testing procedures applied within company policies. Responsible for all administration and management related to the recruitment process. May have supervisory responsibilities.

Overview:

• Providing administrative support to all talent team members.
• Conducting Talent analyses.
• Organizing candidate data
• Coordinating interviews
• Conducting screening and compliance checks
• Assisting with new hire onboarding.
• Induction planning and coordination
• Intermediate financial acumen and understanding (Invoicing, Receipting, Cost Centre Allocations etc)
• Co-ordinate progress and track delivery against manpower and talent plans
• Provide support to HCBP’s ensuring timeous talent and resourcing requirements are met.
• Co-ordinate the talent reviews and processes
• Act as a 1 – stop shop for all COE talent queries from HCBP;s and Specialists
• Manage all activities in relation to talent and data reporting.
• Act as Talent champion for the platform and colleagues.
• Using project management to manage talent projects across the organisation.
• Ensure all data relating to talent is correct and accurate and be the custodian of data
• Ensure compliance with policies and standards.

Requirements

• Degree/Diploma in Human Resources/Psychology or social science.
• 2 – 4 years’ experience in HR/Recruitment or Talent Management
• Financial Services or Insurance Experience

Senior Financial Crime Compliance Officer

Designation:	PP3817 – Senior Financial Crime Compliance Officer
Category:	Govern Legal Compliance & Sustain – OF5302
Posted by:	Alexander Forbes
Posted on:	21 Feb 2024
Closing date:	28 Feb 2024
Location:	Sandton

Purpose of the Job:

Manage and oversee the Risk Management and Compliance Programme in relation to Anti-Money Laundering, Anti Bribery and Corruption and FATCA. (collectively referred to as FCC). Research and understand changes in regulation and impact on the Group. Oversee FCC compliance initiatives and activities.

Overview:

• Manage and oversee the Risk Management and Compliance Programme in relation to Anti-Money Laundering, Anti Bribery and Corruption and FATCA. (collectively referred to as FCC).
• Research and understand changes in regulation and impact on the Group.
• Develop group policies, standards, guidance papers and templates.
• Oversee FCC compliance initiatives and activities.
• Act as a central point of contact for all FCC related matters within the Group.
• Provide technical guidance to business unit compliance officers and management.
• Collate information from business unit compliance functions and report on the state of FCC compliance across the Group.
• Identify, investigate, and resolve all activities that are deemed noncompliant.
• Plan AML training sessions for business unit compliance officers
• Compile reports for internal risk committees.
• Interact with stakeholders, through formal and informal engagements to build and maintain. collaborative relationships and to ensure alignment of regulatory requirements as set by the Financial Intelligence Centre (FIC), Financial Sector Conduct Authority
• (FSCA), and The Association for Savings and Investment South Africa (ASISA).
• Maintain relationships with external stakeholders such as ASISA, PA, FIC & FSCA to provide input in terms of guidance notes/Public Compliance Communications (PCC’s) issued.
• Drive, manage and lead the process of the identification, assessment and management of risk through development and maintenance of risk assessments on a Group level.
• Provide input into strategic principles and processes to ensure sustainable strategic compliance.
• Ensure the analysis and accurate identification of risks and gaps through review of relevant information to mitigate risks associated with money laundering, terrorist financing and sanctions.
• Monitor the identification of risks identified, feedback and corrective action implemented through oversight of engagements with stakeholders, to ensure these risks are monitored  through applicable governance forums and structures.
• Represent the Chief Compliance Officer at relevant governance forums, structures, meetings, engagements, and regulatory interactions when required.
• Detailed knowledge of FIC Act, AMLTF Control Regulations, and FATF
• Recommendations (Incl. ME).
• Understanding of POCA, PRECCA, and POCDATARA.
• Working knowledge of MONEYVAL (incl. ME), NAMFISA FIA and NBFIRA FIA.

Governance:

• Represent the Chief Compliance Officer at relevant governance forums, structures, meetings, engagements, and regulatory interactions when required.
• Detailed knowledge of FIC Act, AMLTF Control Regulations, and FATF
• Recommendations (Incl. ME).
• Understanding of POCA, PRECCA, and POCDATARA.
• Working knowledge of MONEYVAL (incl. ME), NAMFISA FIA and NBFIRA FIA.

Compliance:

• Manage and oversee the Risk Management and Compliance Programme in relation to Anti-Money Laundering, Anti Bribery and Corruption and FATCA. (collectively referred to as FCC).
• Research and understand changes in regulation and impact on the Group.
• Develop group policies, standards, guidance papers and templates.
• Oversee FCC compliance initiatives and activities.
• Act as a central point of contact for all FCC related matters within the Group.
• Provide technical guidance to business unit compliance officers and management.
• Provide input into strategic principles and processes to ensure sustainable strategic compliance

Reporting:

• Collate information from business unit compliance functions and report on the state of
• FCC compliance across the Group.
• Identify, investigate, and resolve all activities that are deemed noncompliant.
• Compile reports for internal risk committees.

Requirements:

• Degree in law, commerce, audit or risk management
• Postgraduate degree (advantageous)
• Certification in AML
• 5 – 8 years’ experience

Onsite Consultant (Durban)

Designation:	PP3815 – Onsite Consultant (Durban)
Category:	Health Consulting – OF2301
Posted by:	Alexander Forbes
Posted on:	12 Feb 2024
Closing date:	29 Feb 2024
Location:	Durban

Purpose of the Job:

The purpose of the job for an Onsite Consultant in delivering a professional and excellent quality of service to a client, in accordance with the Service level agreement / year planner at the clients premises. Ensuring the highest quality of client/member satisfaction through continuous relationship building at an employer and member level, and thereby ensuring client retention, taking into consideration the prevailing Alexander Forbes Health values.

Key performance areas

• Client satisfaction and customer orientation
• Service level agreement implementation
• New business growth
• Maintain client relationships
• Ensuring compliance to internal processes and industry bodies

Financial

• Manage costs within your control, including costs relating to telephone and printing.

Client

• Ensure client retention through professional service provision.
• Establish and maintain strong relationship with both the client and the relevant scheme/s.
• Daily communication and correspondence with clients, both formal and informal.
• Ensuring that all queries raised by the members and payroll are resolved.
• Timeous handling client and member calls
• Ongoing member contact, interaction and the maintenance of relationships.
• Monitoring and follow though outstanding member application forms, as well as monitoring of tracking report.
• Billing Reconciliations knowledge and experience essential.
• Assist in preparation of relevant material for induction sessions.
• Identifying areas were process failure and client dissatisfaction exists and develops strategies/solutions in conjunction with Senior Consultant to address these matters.

Compliance to internal processes

• Adherence to service level agreement deliverables and deadlines.
• Ensuring that standard documents i.e. file notes, FNA’s and minutes of meetings are issued timeously as per consultants manual
• Support consultant in preparation of client site visits
• Escalate and resolve problematic member queries.
• Delivering of service and commitments to the client thus building maintaining a trust relationship with client.
• Act as the interface between member and client.
• Act as the interface between the client and third parties i.e. schemes, council etc.
• Internal office administration i.e. ongoing updating of client data bases/client activity list, distribution lists
• Adherence to compliance as set out in company compliance manual and consultant’s manual.
• General administration, filing and updating on Sharepoint. Electronic storing of applications, e-mails and queries

Project Management

• Project planning participation including the preparation of client communication, presentations conducted and reports presented

People

• Attend required internal and external forums and training courses.
• Maintaining necessary NQF Level credits
• Alignment with a senior person for advice and assistance (not necessarily Consulting Manager) for mentorship.
• Maintain knowledge of the healthcare industry and keep abreast of changes

Education and Experience

• Matric
• Accredited with CMS and FSB
• NQF 5
• Regulatory Examination 5
• 1 – 2 years’ experience in a healthcare brokerage
• Healthcare industry, product and legislative knowledge
• Understanding of the operational requirements aligned to the client.
• Client service orientation and ability to interact with members

Technical Specialist: Client Transition

Designation:	PP3575 – Technical Specialist: Client Transition
Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	19 Feb 2024
Closing date:	04 Mar 2024
Location:	Sandton

Purpose of the Job:

To ensure delivery of quality service after reviewing specific tasks to our internal and external clients

Overview:

Education

• Matric –Essential
• Bachelor’s Degree (3 years – 360 credits) Business/ Commerce/ IT – Advantageous
• Data analysis, Computer literacy, Alexforbes systems – Working knowledge essential and recommended

Experience required

• Employee Benefits – Retirement Fund Administration – 3 to 5 years (Essential)
• Key performance areas
• Client Onboarding

New Business:

• Ensure timeous delivery of action items as defined and outlined in the project plan(s)
• Ensure client schedules are fully analysed in line with the rules of the fund and AF best practice requirements and procedures
• Drive ongoing engagement with client to ensure that schedules become compliant within the shortest time possible
• Drive roll out of Employer access to digital solutions in line with current practice and procedures and provide client with feedback throughout the process
• Escalate any delays/ road blocks to Manager in order to ensure that client expectations and SLA’s are not compromise

Existing Business:

• Ensure client schedules are fully analyzed in line with AF best practice requirements and procedures
• Drive ongoing engagement with client to ensure that schedules are become compliant within the shortest time possible
• Deliver on reporting to business as may be required until schedules are compliant/ reached agreed level of compliance

Administration presentation

• Provide process and procedural training to new Clients Payroll and Human Resources on Alexforbes administration procedures and processes (both administrative and digital processes

Uphold service standards

• Clear emails and queries in line with service standards.
• Ensure that contribution schedule related queries pertaining to new business are prioritized
• Ensure project plans are being managed, updated, distributed and progressing towards agreed target dates and deadlines

Quality assurance

• Ensuring the Legislative requirements and/or SLA/SLS are being adhered to
• Ensuring the output produced are of the highest quality
• Living the zero error culture and impacting on the elimination of E&O’s

Systems and reporting

• Ensure all reporting is delivered as per agreed timeline

Stakeholder relationship

• Establish strong, trust-based relationships with internal clients, external clients and other teams within Alexforbes.
• Work collaboratively with other departments to coordinate client interactions and resolutions to their needs.
• Communicate effectively with our clients to resolve issues without escalations and ensure client expectations are met.
• Develop and maintain excellent business relations with new clients.
• Ensuring that the TCF values are top of mind in all dealing with internal and external clients.

Customer experience

• Manage customer experience at all touch points
• Implement the 6 TCF ways in daily operations ensuring that the TCF values are top of mind in all dealing with internal and external clients
• Embed the requirements of POPIA into the team in so far as it applies to the processes performed

Competencies

Business skills

• Strong client servicing skills and is keen and experienced in client servicing standards
• Performs duties within own area with direction from line Manager
• Good oral & written communication skills
• Good Presentation skills
• Ability to follow Manuals, Company policies and procedures, external/ internal resources, Legislature, and general practices within statutory Funds
• Ability to multi-task

Functional skills

• Strong analytical skills
• Ability to review and understand the applicable legislation relevant to function
• Working knowledge of DC or DB funds
• Working knowledge of employee benefit administration processes
• Knowledge of different retirement funds
• Ability to work with large and complex data sets and identify problems/ complete reasonability checks
• Good Project management skills

People skills

• Teamwork
• Collaboration
• Respectfulness
• Reliability

Core competencies

• Collaboration
• Communication
• Flexibility and adaptability
• Initiative

Technical Specialist: Client Transition

Designation:	PP3575 – Technical Specialist: Client Transition
Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	19 Feb 2024
Closing date:	04 Mar 2024
Location:	Sandton

Purpose of the Job:

To ensure delivery of quality service after reviewing specific tasks to our internal and external clients

Overview:

 Education

• Matric –Essential
• Bachelor’s Degree (3 years – 360 credits) Business/ Commerce/ IT – Advantageous
• Data analysis, Computer literacy, Alexforbes systems – Working knowledge essential and recommended

Experience required

• Employee Benefits – Retirement Fund Administration – 3 to 5 years (Essential)

Key performance areas

Client Onboarding

New Business:

• Ensure timeous delivery of action items as defined and outlined in the project plan(s)
• Ensure client schedules are fully analysed in line with the rules of the fund and AF best practice requirements and procedures
• Drive ongoing engagement with client to ensure that schedules become compliant within the shortest time possible
• Drive roll out of Employer access to digital solutions in line with current practice and procedures and provide client with feedback throughout the process
• Escalate any delays/ road blocks to Manager in order to ensure that client expectations and SLA’s are not compromised

Existing Business:

• Ensure client schedules are fully analyzed in line with AF best practice requirements and procedures
• Drive ongoing engagement with client to ensure that schedules are become compliant within the shortest time possible
• Deliver on reporting to business as may be required until schedules are compliant/ reached agreed level of compliance

Administration presentation

Provide process and procedural training to new Clients Payroll and Human Resources on Alexforbes administration procedures and processes (both administrative and digital processes

Uphold service standards

• Clear emails and queries in line with service standards.
• Ensure that contribution schedule related queries pertaining to new business are prioritized
• Ensure project plans are being managed, updated, distributed and progressing towards agreed target dates and deadlines

Quality assurance

• Ensuring the Legislative requirements and/or SLA/SLS are being adhered to
• Ensuring the output produced are of the highest quality
• Living the zero error culture and impacting on the elimination of E&O’s

Systems and reporting

• Ensure all reporting is delivered as per agreed timeline

Stakeholder relationship

• Establish strong, trust-based relationships with internal clients, external clients and other teams within Alexforbes.
• Work collaboratively with other departments to coordinate client interactions and resolutions to their needs.
• Communicate effectively with our clients to resolve issues without escalations and ensure client expectations are met.
• Develop and maintain excellent business relations with new clients.
• Ensuring that the TCF values are top of mind in all dealing with internal and external clients.

Customer experience

• Manage customer experience at all touch points
• Implement the 6 TCF ways in daily operations ensuring that the TCF values are top of mind in all dealing with internal and external clients
• Embed the requirements of POPIA into the team in so far as it applies to the processes performed

Business skills

• Strong client servicing skills and is keen and experienced in client servicing standards
• Performs duties within own area with direction from line Manager
• Good oral & written communication skills
• Good Presentation skills
• Ability to follow Manuals, Company policies and procedures, external/ internal resources, Legislature, and general practices within statutory Funds
• Ability to multi-task

• Functional skills
• Strong analytical skills
• Ability to review and understand the applicable legislation relevant to function
• Working knowledge of DC or DB funds
• Working knowledge of employee benefit administration processes
• Knowledge of different retirement funds
• Ability to work with large and complex data sets and identify problems/ complete reasonability checks
• Good Project management skillsPeople skills
• Teamwork
• Collaboration
• Respectfulness
• ReliabilityCore competencies
• Collaboration
• Communication
• Flexibility and adaptability
• Initiative

Technical Support Specialist Insight System

Designation:	PP3377 – Technical Support Specialist Insight System
Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	21 Feb 2024
Closing date:	06 Mar 2024
Location:	Sandton

Purpose of the Job:

* System support analysts are specialists who apply information technology expertise, analysis, and design techniques to solve business problems they requires a possessing specialist knowledge of applications and software • Providing technical support to teams within the organization and external clients where required by resolving technical issues. System support analysts ensure that systems are functioning appropriately • They also serve as an internal expert regarding use of tools and processes; conduct assessment on the service level agreement criteria and identify gaps in current technology processes, as well as recommend changes to optimize operations and improve efficiency • The system support analyst role ensures that quality, security, and compliance requirements are met for supported areas

Overview:

• Matric – Essential
• Bachelor’s Degree – Applicants are required to have Bachelor’s degree in Business, Accounting, or Finance

Experience required

• It is essential that applicants are conversant with Microsoft Office, 365, and 2010; (Outlook, Word, and Excel; PowerPoint and Access), and also have advanced level Microsoft Excel skills
• Communication skills: Applicants for the systems support analyst job also need exceptional verbal and written communication skills to convey technical information,
• Insight/Vison system experience – Must have worked and configured the System for at least 5 Years

Knowledge required

• Beneficiary fund Administration Knowledge – 4 to 6 years’ experience required
• Customer service skills: They must be able and ready to provide support to customers, clients, and colleagues, and vendors with regards to the use of upgraded and new systems or re-engineered processes whenever needed – 5 to 6 years’ experience required
• Collaborative skills: Systems support analysts may be required to work with people from various departments, so it is vital that applicants for the position can function in a project-oriented environment with people of different backgrounds – 5 to 6 years’ experience required

Business knowledge

• Must have an understanding of the administration of a Beneficiary Fund. The sensitivity of Beneficiary payments and the vulnerability of the different ages of these children.
• Working knowledge of the Beneficiary divisions in Operations and Administration business processes.
• Changes or advancements in systems or operations to discover ways that AF can gain competitive advantage in developing unique customer services functions.
• Ability to identify technical solutions considerations to enable the delivery of the business requirements
• Ensure that the technical solutions across the end to end application landscape is optimized and effective.
• Document technical requirements and acceptance criteria for new functionality.
• Ability to develop and work with various key internal and external clients.Service delivery
• Provide input in the planning and drive the implementation of new operational efficiencies/automation and provide guidance to the business
• Configure the system when necessary.
• Assist Auditors as and when audits are conducted in delivering proof of various functions executed
• Scope, plan and deliver prioritized items within the defined sprints
• Maintenance and prioritization of the support backlog items with support management and the product owner. Using ADO Technology.
• To be accountable for data changes or Configuration changes that could cause Errors and Omissions

Quality assurance (testing)

• Testing experience is advantageous
• Execute on Test cases and document the results for auditing purposes.
• Responsible for QA testing and often Regression testing with all Enhancements and maintenance changes to the underlying system.
• Carry out acceptance testing of new or updated software applications by developing test cases and test data including the calculated expected results

People change management

• Communications to end users regarding changes to the solutions, including but not limited to release notes and general user communication
• Not responsible for training manuals

Release change management

• Coordinate with AlexForbes Change Advisory Board (CAB) regarding release management activities.Monitoring of the server data growth and request change controls for the growth of the servers to ensure adequate space for the system operations.
• Log RFC’s document for code changes to be implemented.Day to day SNOW support logs, to be managed within a 48 hour SLA.
• Any SNOW (Call logging and Tracking system) call is important and once picked up the communication and actions to assist business is driven by the SLA. If the call require further development it needs to be specified and moved to the developers queue. Communication and planning for all parties involve i.e. absolutely vital

Support functions

Check day to day:

• Bank files
• Batch Jobs for the day
• Manage Errors on any batch jobs.
• Manage SNOW Users maintenance logs.
• Complete any log that is within supports control and communicate accordingly back to users.
• Manage any Reports not received for the day.
• Conduct regular maintenance and feedback meetings with users/Management.
• Complete planned or scheduledregular payment runs
• Complete and run Edal/Clothing payments as scheduled through the year.
• Run Small fee updates for minimum payment decision made by Trustees.
• Set up Capital budget for the New Year calculations for payments.
• Set up Reblend configuration rules.
• Realignment of the Market value and book values for each member.
• User access maintenance and role setup.
• Maintain the developers access levels.
• Maintain communication letters as and when wording or headings change.
• Maintain workflow security password access twice a year.
• Check day to day:
• Bank files
• Batch Jobs for the day
• Manage Errors on any batch jobs.
• Manage SNOW Users maintenance logs.
• Complete any log that is within supports control and communicate accordingly back to users.
• Manage any Reports not received for the day.
• Conduct regular maintenance and feedback meetings with users/Management.
• Complete planned or scheduledregular payment runs
• Complete and run Edal/Clothing payments as scheduled through the year.
• Run Small fee updates for minimum payment decision made by Trustees.
• Set up Capital budget for the new year calculations for payments.
• Set up Reblend configuration rules.
• Realignment of the Market value and book values for each member.
• User access maintenance and role setup.
• Maintain the developers access levels.
• Maintain communication letters as and when wording or headings change.
• Maintain workflow security password access twice a year.
• System support analysts are responsible for creating or updating documentation and procedures, and also providing training related to the use or application of the new procedures.
• The system support analyst work description also involves carrying out complex migrations from development to production, upgrades, and installations.
• Managing a ticketed query system and ensuring a comprehensive database of queries and resolutions and kept up to date
• Compile a monthly Management report of stats and risks and general movement in the application.
• MUST understand and have configured the Insight/Vision system working with it for a minimum of 5 Years.Competencies required
• Communication
• Problem solving
• Time Management
• Customer Service
• Attention to detail
• Writing
• Team work
• Decision making
• Flexibility
• Time Management
• Thoughtfulness
• Interpersonal skills

Senior Administrator Contributions

Designation:	PP3371 – Senior Administrator Contributions
Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	19 Feb 2024
Closing date:	04 Mar 2024
Location:	Sandton

Purpose of the Job:

To administer a Fund or portfolio of Funds (specialization may be applicable) according to the AF best practices and procedures within the time standards as defined in the clients Service Level Standards. The function is a multiskilled function across all processes such as contribution reconciliations, processing member claims, production of Trustee reports and annual benefit statements. Understanding complexities within Funds and how to interpret the rules of Funds to navigate these queries and ensure accurate administration. Limited checking may be performed by experienced senior administrators (part of career path) To manage the overall administrative duties the business functional unit with higher operations insight to identify processes and operations improvement and other business opportunities to ensure delivery of quality service after reviewing specific tasks to both internal and external clients. Identify process and operations improvement and other business opportunities to improve efficiencies and create excellent customer experience.

  Education

• Grade 12 (Matric) – Essential
• Having achieved or studying towards a retirement fund qualification or equivalent qualification – Advantageous

Level summary

• Position does not require a post graduate qualification
• Minimum 3 years’ industry related experience

Decision making and planning

• Ability to work under pressure (high stress tolerance)
• Proactive / take initiative
• Ability to manage and operate an effective diary system
• Ability to plan, organize, prioritize, control and manage own portfolio
• Deadline driven, with the utmost of accuracy (attention to detail) and compliance.
• Must be able follow and to solve problems or make decisions making reference to Manuals, Company policies and procedures, external/ internal resources, Legislature and general practices within statutory Funds

Problem solving and communication

• Solve data or system problems
• Analyse information and select best solution from a range of alternative solutions
• Verbal and written communication.
• Able to present in client meetings or training sessions with clients

Leadership Lead, guide & support

• Training junior staff where necessary
• Assist in establishing and maintaining accurate procedures and processes
• Accountability
• Ability to take ownership and responsibility for the portfolio of funds

Key responsibilities

• Operational and financial successMaintaining expenses in line with Branch standards and limitsMaintaining & managing Fund AllocationsEliminating PI ClaimsFund administration– role specific
• Monthly contribution reconciliations for Pension and Provident Funds
• Maintenance of Member Data
• Necessary reporting in terms of Section 13(a)
• Processing of various types of claims (inclusive of bulk transfers where applicable) for Pension and Provident Funds
• The checking and authorizing of various types of claims
• Checking of direct/guaranteed housing loans, where applicable, against the schedules received from the loan provider
• Preparing and checking of monthly reporting for client meetings.
• The completion of Administration Reports (where applicable)
• The completion of member Statements (where applicable)
• Complete recognition of transfer documents and allocation once received (where applicable)
• To identify any changes on the fund and preparing or the checking of the documents(rates, fees or expenses)
• Prepare information for the financial year end of your funds (where applicable)
• To check and act upon all risk reports ( where applicable)
• Clear Emails and queries on a daily basis
• From time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company.
• Perform peer review of specific tasks allocated by superior.Embracing and implementing TCF
• Acquired skills and Knowledge – Individual’s knowledge is up to date on industry trends/changes as well as AFAS products and service offerings. Measured by Branch tests set by Management and by the AFFS training department
• TCF – Living the AF values & making positive contributions to the Team/Branch by embracing and implementing TCF. Effectively managing client’s expectations and alleviate risks while embodying the SERVE principal.Client service
• Timeous & Accurate client and member communication in line with company and branch procedures and controls.
• Effective and efficient service delivery including internal clients such as ALM Team, Consultants, etc.
• Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without errors
• Compliant in terms of AFFS complaints management procedure.
• The image of Alexander Forbes Operation & Administration must e maintained and improved by providing prompt, polite and efficient service.
• Output, success and engagement
• Team contribution – Assists in times of absenteeism/pressure to ensure work delivery.
• Managing self – Management of processes and responsibilities. Ability to work independently.
• Timeous & accurate actioning of adhoc tasks assigned by Management
• Taking on additional responsibilities & making a positive contribution to the team/Branch by way of internal procedures & processes.
• Train junior staff where necessary

Specialist

Designation:	PP3087 – Specialist
Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	22 Feb 2024
Closing date:	22 Mar 2024
Location:	Sandton

Purpose of the Job:

To ensure smooth and efficient daily operations of a business unit. The specialist’s responsibilities may vary depending on the business area ensuring optimizing processes, tracking of work output and procedures to achieve maximum efficiency, and ensuring deliverables are met. 1. To ensure delivery of quality service after reviewing specific tasks to our internal and external clients 2. Enhance procedures in line with standardisation, impact, and purposeful end to end processing of the value chain

Education

• Grade 12 (Matric)
• NQF 6
• Post Graduate Management and Commercial Qualification at an NQF level 7 or Higher
• 3 – 5 years’ industry experience
• Extensive Alex, Khanya, Compass, Bytes system experience at level 8/ supervisor/ 5B

Knowledge required

• Strong client servicing skills, persuasive techniques and is keen and experienced in client servicing standards
• Performs duties within own area with direction from line Manager
• Computer literate (outlook, excel (advanced level), word (basic), Powerpoint (intermediate level), Microsoft teams (intermediate level)
• Excellent oral & written communication skills
• Ability to multi-task
• Ability to review and understand the applicable legislation relevant to function
• Working knowledge of DC vs DB funds
• Working knowledge of various types of interest methods and how these impact calculation basis (e.g. daily priced, monthly priced, monthly interest rates, rolling interim, interim final)
• Working knowledge of hierarchy of allowable 37D deductions
• Working knowledge of employee benefit administration processes
• Knowledge of different retirement funds
• Excellent Presentation skills and ability to chair meetings with internal and external stakeholders
• Ability to work with large and complex data sets and identify problems/ complete reasonability checks
• Innovative thinking and delivery
• Excellent project management skills
• Must be able follow and to solve problems or make decisions making reference to Manuals, Company policies and procedures, external/ internal resources, Legislature and general practices within statutory Funds.
• Must be able to analyse Retirement Fund Rules/ Rule Amendments and Policy/ Mandate documents in order to apply relevant sections to the accurate set up of Fund parameters on the line of business system and determine that the outputs are correct

Key responsibilitie

• reparation of necessary take on requirements documents, arranging meeting, facilitating, active participation at meeting, performing summary/minutes of meeting and project plan for distribution.
• Preparation of fund specific mandates, resolutions and documentation where necessary.
• Actively sourcing required documentation and information required for the completion of the installation/ conversion. Maintenance of the installation/ conversion checklists and project plan in line with Branch procedures and controls.
• Analysis of fund rules, policies and procedures.
• Setup of fund parameters on allocated system platform along with preparation for internal audit.
• Analysis of data, facilitation of responses by various stakeholders, upload, reconciliation and preparation of internal audit of the various data sets received.
• Performing replications and/or catch-ups processing relating to contributions, expenses and or investment switches (where applicable).
• Performing necessary compliance communication to either the FSCA and/or various stakeholders in line with Branch procedures and controls.
• Preparation for internal and external meetings, active participation in meetings and performing action items from meetings.
• Presentations to clients regarding status of installations and separately company procedures and controls.
• Maintaining & managing Fund Allocations, stats, workflows, dashboards and project plan monitoringAction and/ or perform quality checks Fund Rule changes on a daily basis across lines of business systems within required timelines. This will require the ability to analyse rules and the existing fund structure in order to determine what changes need to be made and how.Action and/ or perform quality checks Investment Policy changes across lines of business systems within required/ project timelines. This will require the ability to analyse the existing investment structure and mandate in order to determine what changes need to be made, how and within the necessary timelinesAssist in establishing and maintaining accurate procedures and processes. Performing ongoing process and procedure gap analysis to order gain efficiencies and eliminating E&O ClaimsPerform peer review of specific tasks allocated by Manager or Branch Manager, not covered above.Initiate/ Own and deliver on adhoc tasks and/ or projects as and when requireEnsure accuracy of the following Fund administration (where applicable) – job role specific
• Weekly, Monthly, Annual, Bi-Annual, Quarterly reporting across all admin processes and systems
• Monthly checks and balances across all admin processes and systems
• Run monthly batches and resolve any discrepancies
• Stats consolidation- ascertain service level standards that have not been met. Address any concerns and/ or delays
• To check and act upon all risk reports (where applicable)
• Clear Emails and queries in line with service standards
• ?From time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company

 Forensic Auditor

Designation:	PP2655 – Forensic Auditor
Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	16 Feb 2024
Closing date:	23 Feb 2024
Location:	Sandton

Purpose of the Job:

1. To assume the role of Forensic auditor with accountability to participate in the smooth running of the daily processes in the business. 2. To assume the role of effective and efficient forensic auditor and assist in preventing, detecting and correcting frauds as well as ensuring processes are adequately designed to prevent, detect and correct fraud and error. 3. Develop and maintain relationships with key stakeholders. 4. Provide fraud advisory services to business. 5. Liaise with external parties such as the Department of Home Affairs, SAPS, banks. 6. Conducting account verification checks. 7. Develop and maintain relationships with key stakeholders 8. To perform ad hoc projects as and when directed to enhance the operational effectiveness of the division 9. To confidently present forensic findings, represent Alexander Forbes at disciplinary hearings as well as with clients and in court. 10. Pro-actively identify risks within the business 11. Gather all factual evidence to support the investigation or audit. 12. Analyse data to detect and prevent fraud pro-actively. 13. Conduct forensic audits 14. Investigate allegations of fraud and/or staff misconduct

Education

• Matric – Essential
• Degree/diploma in internal audit/forensic audit or law – Advantageous

Experience

• Minimum two years experience in retirement fund administration is compulsory
• Minimum two years experience of forensic audit experience is compulsory
• Performing an internal auditing/risk or forensic role in financial service industry is advantageous
• Knowledge of the retirement industry/insurance industry is compulsory
• Computer literate (MS Word, Excel, Outlook, and any audit software such as Audit Command Language or ACL)
• Position requires a knowledge of retirement fund administration, fraud risk management, auditing and risk identification as well as good project management skills
• In addition, an analytical, questioning mind is required with attention to detail

Decision making and planning

• To make appropriate and timely decisions
• Resolve conflict within own team as well as with all External Stakeholders.
• Ability to work under pressure (high stress tolerance)
• Ability to plan, organize, prioritize, control and manage own portfolio
• Must be Proactive / take initiative.
• Must be able to work independently.
• Must be able to solve problems or make decisions referring to Manuals, Company policies and procedures, External/Internal resources, General practise within statutory funds
• Micro – Planning for short term business needs. Individual targets monthly

• Problem solving and communication
• Solve complex business problems
• Analyse information and select best solution from a range of alternative solutions
• Verbal communication and written communication.Leadership, lead and support
• Solve complex business problems
• Analyse information and select best solution from a range of alternative solutions
• Verbal communication and written communication.Accountability
• Accountable for conducting forensic audits and all other related work assigned to the individual as well as ensuring solutions to forensic issues are implemented and monitoredKey responsibilitiesManagement of the internal processes
• Performing high risk claims checks
• Conducting account verification checks
• Liaise with external parties such as the Department of Home Affairs, SAPS, Banks.
• Investigate allegations of fraud and/or staff misconduct
• Conducting forensic audits, fraud vulnerability assessments
• Process improvement – improving processes and/or designing processes to enhance operational effectiveness,
• Strategic projects – projects to enhance AF’s ability to prevent, detect and correct fraud
• Performing ad hoc projects
• Drafting reports, presentations and communication regarding fraud and error and all aspects related to forensics and error.
• Conducting forensic awareness training
• Analyzing dataPresentation to clients and people skills
• Presenting to internal and external clients on forensic matters
• Execution of their duties to ensure that a high performance culture is encouraged while they demonstrate the AF Values.
• Retain internal and external client satisfaction by embodying AF Values as well as Treating Customers Fairly (TCF) by ensuring that
• A culture of trust is established by ensuring fraud and error is minimalized thus clients and customers can place their confidence in us to prevent fraud and error. This also aids in protecting the brand of Alexander Forbes.
• We meet client and customers’ needs/expectations by ensuring that are processes are robust and include fraud prevention mechanisms thus ensuring clients/customers receive their payments and the company is safeguarded reputationally
• We have integrity in everything we do
• We are truthful ethical and transparent. We lead by example.
• We collaborate to ensure processes are robust and include fraud prevention mechanisms.

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All the best with your applications.