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Senior Fund Accountant
| Designation: | PP0368 – Senior Fund Accountant |
| Category: | Ops & Admin – OF6310 |
| Posted by: | Alexander Forbes |
| Posted on: | 20 Sep 2024 |
| Closing date: | 04 Oct 2024 |
| Location: | Sandton |
Purpose of the Job:
To maintain a portfolio of funds by completing the daily/monthly/quarterly/annual tasks of the highest quality to clients and the teams contribution and coordination into the Fund’s year end. To create relationships with internal clients and to promote a culture of high performance, innovation, ambition and continuous improvement within the branch and people, in the Financial Reporting Pillar, in the Operations and Administration Division. This role is a critical part of our ongoing commitment to excellence in the delivery of a superior Annual Financial Statements and linking processes that affect the delivery of this product.
Overview:
Education
Matric – Essential
Higher certificate/Diploma : Accounting – Recommended
Experience
Minimum 5 years’ Industry related experience with a Degree or Diploma and/ or
At least 5 to 7 years’ experience (Without Degree or Diploma)
This position requires that the individual demonstrates strong servicing skills, and is keen and experienced in client operational servicing standards.
Accountable for execution and implementation of assigned transactions, projects or tasks.
Proficiency in excel (v-lookups, x-lookups, (macros (advantageous)
Core competencies
Analytical thinking
Excellent Motivator
Detailed Orientated
Strong Knowledge of Customer care, processes and techniques.
Excellent Problem Solver
Training and Feedback
Interpersonal and people skills
High attention to detail and accuracy
Excellent customer service
Technical proficiency
Excellent communication – verbal and written
Strong analytical ability and logical thinking style
High sense of accountability
Team player
Goes the extra mile
Strong/Effective decision – making skills
Assertiveness (Includes willingness to challenge and confront)
Strong problem Solving / Investigative mindset for historical queries.
Ability to think the bigger picture (Strategic Thinking)
Ethical behavior / honesty / transparency / modelling of values.
Excellence orientation.
Flexibility / adaptability.
Personal growth orientation / learning agility.
Resilience / perseverance.
Stress management.
Rule orientation.
Results & solution focused (drive, energy & follow through).
Self-management (planning, prioritizing & time management).
Leadership abilities.
Professional and mature business attitude.
Ability to persuade and influence.
Ability to take ownership, be accountable and responsible for self.
Effective and decisive communication ability.
Key performance areas
Accounting
Accountable for maintaining all daily, monthly, quarterly Alexander Forbes processes and procedures and or client specific requirements on portfolio of funds.
To ensure that procedures and processes are followed to mitigate all risks to produce the desired outcome.
Loading of GDL’s (own and teams if required).
Development of team members by training.
Planning and coordinating.
Assisting with loading of Rate changes on Khanya.
Assist specialists with checking of small funds bank reconciliations, cash-flows and risk reconciliations on a needs basis.
Stakeholder and Client Relationship Service Excellence
Build and maintain exceptional internal and external client relationships.
Ensuring that effective communication to clients is conducted timeously.
Establish strong, trust based relationships with internal clients, external clients and other teams within AF Administration Services.
Working 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 and existing clients.
Managing that meetings with clients are timeously and pro-actively set up as to manage expectations and alleviate risks while embodying the SERVE principal.
Ensuring that the TCF values are top of mind in all dealing with internal and external clients.
Developing and enhancing skill level of Self.
Knowledge and skills
Strong client servicing skills, persuasive techniques and is keen and experienced in client servicing standards.
Performs duties within own area with direction from Specialist/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 understand the applicable legislation relevant to function.
Knowledge of retirement funds.
Demonstrate a track record of building internal and external relationships.
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.
TCT
Fulfills his/her duties in such a manner that the relevant TCF outcomes are delivered.
Ensuring that TCF is understood and practiced by the people reporting to him/her, if any.
Draws on TCF management information (and potentially contributes towards the input thereof) to monitor progress in TCF and address short-comings relevant to his/her area with urgency.
Keeps abreast of latest TCF information and guidelines.
Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences (such behavior is never punished).
Financial management and success
Managing ad-hoc invoicing and aging analysis.
Managing of controllable expenses.
Ensuring accurate payments are made.
Alleviate pressure on specialist by stepping in to assist accountants with queries and workflow on a needs basis.
Raise awareness and implementation of AF initiatives e.g. POPIA, Fraud Awareness, Regulatory changes, etc.
Senior Administrator : Umbrella Funds
| Designation: | PP0945 – Senior Administrator : Umbrella Funds |
| Category: | Ops & Admin – OF6310 |
| Posted by: | Alexander Forbes |
| Posted on: | 12 Sep 2024 |
| Closing date: | 27 Sep 2024 |
| Location: | Sandton |
Purpose of the Job:
- Financial Management & Operational Effectiveness • Embracing & implementing TCF • Client Service • Output, success & engagement A Senior Administrator is responsible and accountable for the key performance areas, aligned to the operation of a portfolio of funds. The key performance areas are set out in the performance assessment and list of tasks .These are determined by consulting and complying with Alexander Forbes procedures, industry requirements, the department that you work in, and any other specific requirements in the Service Level Agreements, at all times. All tasks and functions should be done accurately and within the timeframes and service standards. In this service orientated business, clear and precise communication is required, while building and strengthening relationships, upward, downwards and laterally with internal and external Clients. The image of Alexander Forbes must be maintained and improved by providing prompt, polite and efficient service.
Overview:
Education
Grade 12 (Matric)
Having achieved or studying towards a retirement fund qualification or equivalent qualification
AF line of business systems (AF Online, AF Connect Khanya) – Advantageous
Experience
Minimum 3 years’ retirement fund administration experience
This role requires a multiskilled candidate that can action the following:
Processing of all types of claims
Reconciliations of monthly contributions
Attending to staff queries, tax directives
Bookovers. processing of Benefit and Investment Statements.
Reconciling of all Staff Benefits GLA etc
Daily Switches
Section 14 Transfers
Home loans
Admin Reports
Single Premium Transfers
Bookkeepers’ reconciliations monthly
Monthly Reporting on Clarity
Knowledge of Excel is essential
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 success
Maintaining expenses in line with Branch standards and limits
Maintaining & managing Fund Allocations
Eliminating PI Claims
Fund administration– role specificMonthly 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
Healthcare Consultant
| Designation: | PP0995 – Healthcare Consultant |
| Category: | Health Consulting – OF2301 |
| Posted by: | Alexander Forbes |
| Posted on: | 24 Jan 2024 |
| Closing date: | 28 Sep 2024 |
| Location: | Sandton |
Purpose of the Job:
The purpose of the job is to implement, manage and monitor the healthcare strategy for clients, ensure client retention, provide professional and exceptional quality of service at all times as per agreed service level agreement. In conjunction with Consulting Manager provide strategy for expansion on uncovered membership, as well as identify new business opportunities and secure the additional revenue. Keep abreast of developments in industry and share these with clients. Effectively run own portfolio of clients with guidance from the Consulting Manager.
Overview:
Financial
•Maintaining existing client base
•Ensuring services offered to clients and that are signed off by Consulting Manager do not exceed income as per P&L
•Identify new business opportunities, growth, new business and cross selling opportunities within client base
•Promote cross-selling initiatives within AF
•Updating Consulting Manager on changes to client base
•Notify Consulting Manager and compliance officer on errors/omissions that may lead to AFH being held accountable
•Manage costs within your control, including costs relating to travel, accommodation, telephone and printing.
•Ensuring confirmation of income is done quarterly for all clients
•Notifying Consulting Manager of expenses to be incurred
•Managing client wellness fund budget where applicable
Clients
In consultation with Consulting Manager
Consulting and reporting
•Preparing and presenting changes to the client’s current medical scheme that could affect them as an employer as well as their individual employees.
•Provide advice to the employer pertaining to benefits, legislation and pending changes which could impact on each particular scheme.
•Ensure that the client’s health care arrangements remain competitive and cost effective and appropriate for the client and the profile of employees.
•Negotiating on behalf of employers with schemes (window periods, reviewing of underwriting status)
•Planning and implementing Health/Wellness Days
•Monitoring and ensuring resolution of client queries and the checking and processing of new member application forms, sent to the service hub
•Monitoring of tracking report regarding outstanding member application forms
•Compile all client reports, Year End Feedback report, Mid Year Report, Market Review, Review of Health care policy and subsidy review.
In consultation with Consulting Manager – Consulting and reporting:
•Preparing and presenting changes to the client’s current medical scheme that could affect them as an employer as well as their individual employees.
•Provide advice to the employer pertaining to benefits, legislation and pending changes which could impact on each particular scheme.
•Ensure that the client’s health care arrangements remain competitive and cost effective and appropriate for the client and the profile of employees.
•Negotiating on behalf of employers with schemes (window periods, reviewing of underwriting status)
•Planning and implementing Health/Wellness Days
•Monitoring and ensuring resolution of client queries and the checking and processing of new member application forms, sent to the service hub
•Monitoring of tracking report regarding outstanding member application forms
•Compile all client reports, Year End Feedback report, Mid Year Report, Market Review, Review of Health care policy and subsidy review.
Communication and training:
•Compilation of HR Packs, induction presentations, creating and customizing presentations for client’s specific needs.
•Facilitating the setup of intranet sites as and when required
•Compilation and distribution of member communication relating to year end, intervention letters and scheme changes
•Conducting presentations and workshops for employer contacts, members and employees at year end and during the year as needed. Distribution of induction material
•Management of client email queries and incoming telephone calls and ensuring resolution
•Daily communication and correspondence with clients, both formal and informal
Billing:
•Facilitation of billing reconciliations if required by client
•Provide payroll contact training as and when required and maintain relationships
Meetings:
•Drafting and circulation of minutes after each meeting to company contacts. Minutes must be signed off by client prior to filing
•Ensuring tasks assigned on minutes are completed in agreed timeframe and to clients satisfaction
Management of client expectations, maintaining pro-active relationships and remaining client focused at all times
Compliance to internal processes
•Adherence to compliance as set out in company compliance manual and consultants manual
•Act as the interface between member and client
•Compile and agree on Year Planner with client and ensuring that services offered are met.
•Complying to delivering service and commitments to the client thus building maintaining a trust relationship with 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, Quarterly Magazines, Newsletters, etc.
•Ensuring that relevant invitations are extended to the correct contact people
– i.e. Hot Topics, Employer Seminars, and CEO Breakfasts etc. are extended and issued and followed up on timorously to clients. Keeping Senior Consultants informed of all developments within the client base.
•General administration, filing and updating on Sharepoint. Electronic storing of minutes, FNA, file notes and reports etc.
•Adhering to scheme champion protocols and guidelines
•Updating of complaints and gift register
Project Management
•Contribution to business development/projects/initiatives
•Year end project planning participation including the preparation of client communication, presentations conducted and reports presented
People:
Self-development
•Maintain knowledge, and keep abreast of changes, in the medical schemes’ industry.
•Attend required internal forums and training courses.
•Maintaining necessary NQF Level credits
•Alignment with a senior person for advice and assistance (not necessarily consulting manager) for mentorship.
Education and Experience:
•Relevant Bachelor’s Degree or equivalent or 3 year diploma
•FAIS Accredited (120 Credits NQF Level 5) 3 year degree/diploma – Desirable
•Specific subjects required in qualification Long Term Category A, Short Term Personal Lines, Health Benefits – Essential
•Passed Regulatory Exams
•3 years’ experience in Healthcare Industry
•2 years’ experience in consulting to clients in a healthcare brokerage
•Healthcare Industry, Product and legislative knowledge
•Client management knowledge
•Must be fluent in Afrikaans
•Driver’s license – essential, willing to travel
Professional Membership or Registration
•CMS
•FSB
Administrator (Durban based)
| Designation: | PP2201 – Administrator (Durban based) |
| Category: | Ops & Admin – OF6310 |
| Posted by: | Alexander Forbes |
| Posted on: | 19 Sep 2024 |
| Closing date: | 27 Sep 2024 |
| Location: | Durban |
Purpose of the Job:
- Financial Management & Operational Effectiveness • Embracing & implementing TCF • Client Service • Output, success & engagement An Administrator is responsible and accountable for the key performance areas, aligned to the operation of a portfolio of funds. The key performance areas are set out in the performance assessment and list of tasks .These are determined by consulting and complying with Alexander Forbes procedures, industry requirements, the department that you work in, and any other specific requirements in the Service Level Agreements, at all times. All tasks and functions should be done accurately and within the timeframes and service standards. In this service orientated business, clear and precise communication is required, while building and strengthening relationships, upward, downwards and laterally with internal and external Clients. The image of Alexander Forbes must be maintained and improved by providing prompt, polite and efficient service
Overview:
Education
Matric – Essential
Having achieved or studying towards a retirement fund qualification or equivalent qualification – Advantageous
Experience
Position does not require a post graduate qualification
Minimum 1 years of retirement funds experience
Technical competencies
Compass and Alex (where applicable) system knowledge
Computer literate (outlook, excel (intermediate level) and word (basic))
Good oral & written communication skills
Ability to multi-task
Ability to anticipate and manage change
Innovative thinking and delivery
Ability to understand and apply Retirement Fund Rules
Ability to review and understand the applicable legislation relevant to function.
Behavioral competencies
Confident/Assertive
Ability to persuade and influence
Professional and mature business attitude
Self-Motivated
Client Service Orientation
Ability to manage expectations
Ability to communicate effectively with colleagues, management & clients
Ability to work in and as part of a team
Self-awareness
Resilient
Disciplined in being able to follow documented procedures and processes
Responsible & accountable
Resourceful & problem solver
Results- Orientated
Ability to interact with Clients
Key responsibilities
Operational and financial success
Maintaining expenses in line with Branch standards and limits
Eliminating PI Claims
Fund administration – role specific
Processing of various types of claims (inclusive of bulk transfers where applicable) for Pension and Provident Funds
Revisiting of claims due to various reasons
Request housing loan settlement values in respect of members that have been flagged
Preparing of monthly reporting for client meetings
Complete recognition of transfer documents for exits
Prepare information for the financial year end of your funds (where applicable)
Prepare claims reports for internal/external clients upon request
To check and act upon all risk reports (where applicable)
Clear Emails and queries daily
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.
Answer calls through a designated call center and make outbound calls.
Embracing & implementing TCF through Service Center
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
Client service
Timeous & Accurate client and member communication in line with company and branch procedures and controls.
Effective and efficient service delivery through the Call Center, 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.
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.
Drafter
| Designation: | PP3923 – Drafter |
| Category: | Product Management – OF4302 |
| Posted by: | Alexander Forbes |
| Posted on: | 25 Jun 2024 |
| Closing date: | 27 Sep 2024 |
| Location: | Johannesburg |
Purpose of the Job:
Drafting special rules in line with the legislative framework; negotiate with regulators and clients with regard to outstanding and problematic submissions and ensuring registration/approval of the rules with the regulator; and managing and developing staff reporting to the role.
Overview:
Level Summary
Understanding and applying relevant legal requirements specifically in the drafting of rules.
Keep abreast of new legislation, both in South Africa.
Providing holistic solutions to internal and external clients with regards to fund.
Interact and maintain good relations with consulting platform and installations team.
Comply with company policies and procedures of the business.
Provide documentation that is clear, unambiguous and in line with the legislative requirements.
Providing Support to Senior Umbrella Drafters
The Junior Drafter will be responsible for providing drafting services to the business and its clients as follows:
Receiving task through the departmental workflow.
Seeking clarification/ further information from Consultant(s) to ensure that clients’ expectations as well as all legal requirements are met.
Complete drafts accurately 1st time and within the prescribed time frames.
Understanding the legal framework, the requirements of the regulator, AF Administrative practices, and AF Consulting advice to ensure drafting meets all requirements.
Responding to the regulators’ queries and demonstrating an understanding of the legal framework.
Ensure End to End drafting process is completed, that is, complete drafting, obtain signatures, submission to the regulator and obtain registration/approval of the rules.
Update and maintain workflow records.
Key Performance Areas:
Drafting Rules
Understanding the legal framework, regulator’s requirements, AF Administrative practices and AF Consulting advice to ensure drafting meets all requirements.
Liaising with consultants and the regulator to ensure successful resolution of queries.
Drafting Rules
Complete all allocated drafting requests within the target date.
Update the workflow system on progress for the task.
Asses drafting requests and allocate to the appropriate team member.
Requirements:
Minimum 2 years’ experience in Employee Benefits
Minimum 3 years’ experience as a Rules Drafter
Understanding the Retirement Funds legal framework
Intermediate knowledge of MS Word
Extensive knowledge about Retirement Funds
Advance knowledge of legislation impacting Retirement Funds
Senior Drafter
| Designation: | PP3924 – Senior Drafter |
| Category: | Product Management – OF4302 |
| Posted by: | Alexander Forbes |
| Posted on: | 02 Sep 2024 |
| Closing date: | 31 Oct 2024 |
| Location: | Sandton |
Purpose of the Job:
Drafting and checking special rules in line with the legislative framework; negotiate with regulators and clients with regard to outstanding and problematic submissions and ensuring registration/approval of the rules with the regulator; and managing and developing staff reporting directly or indirectly to the role.
Overview:
Level Summary
Understanding and applying relevant legal requirements specifically in the drafting of rules.
Keep abreast of new legislation, both in South Africa.
Providing holistic solutions to internal and external clients with regards to fund.
Interact and maintain good relations with consulting platform and installations team.
Comply with company policies and procedures of the business.
Provide documentation that is clear, unambiguous and in line with the legislative requirements.
Providing Support to Consultants
The Senior Drafter will be responsible for providing drafting services to the business and its clients as follows:
Receiving task through the departmental workflow.
Seeking clarification/ further information from Consultant(s) to ensure that clients’ expectations as well as all legal requirements are met.
Complete drafts accurately 1st time and within the prescribed time frames.
Also check drafts from other drafting team members
Understanding the legal framework, the requirements of the regulator, AF Administrative practices, and AF Consulting advice to ensure drafting meets all requirements.
Responding to the regulators’ queries and demonstrating an understanding of the legal framework.
Ensure End to End drafting process is completed, that is, complete drafting, obtain signatures, submission to the regulator and obtain registration/approval of the rules.
Update and maintain workflow records.
Key Performance Areas:
Drafting Rules
Understanding the legal framework, regulator’s requirements, AF Administrative practices and AF Consulting advice to ensure drafting meets all requirements.
Liaising with consultants and the regulator to ensure successful resolution of queries.
Drafting
Complete all allocated drafting requests within the target date.
Update the workflow system on progress for the task.
Asses drafting requests and allocate to the appropriate team member administration
Requirements
Minimum 2 years’ experience in Employee Benefits
Minimum 5 years’ experience as a Rules Drafter
Understanding the Retirement Funds legal framework
Intermediate knowledge of MS Word
Extensive knowledge about Retirement Funds
Advance knowledge of legislation impacting Retirement Funds
Business Acumen: Understands how the Umbrella business operates, what the key issues and risks are, and what drives business success.
Client/Stakeholder Commitment: Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity
Drive for Results: Drive a sense of urgency, focus, accountability, agility and execution to deliver business results
Leads Change and Innovation: Actively leads change, does what is right for the business and drives continuous improvement through innovation
Motivating and Inspiring Team and colleagues: Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, and empowerment in others and encouraging them to contribute to the best of their ability
Strategic Thinking: Create, reviews and monitors a competitive solution with breakthrough strategies to drive short term profitability and long-term business growth.
Fund Accountant (AFRF Daily)
| Designation: | PP3940 – Fund Accountant (AFRF Daily) |
| Category: | Ops & Admin – OF6310 |
| Posted by: | Alexander Forbes |
| Posted on: | 20 Sep 2024 |
| Closing date: | 04 Oct 2024 |
| Location: | Sandton |
Purpose of the Job:
To maintain a portfolio of funds by producing monthly bank reconciliations, cash flows as well as the daily accounting function of the highest quality.
Overview:
Education
Matric – Essential
Higher certificate/Diploma : Accounting – Recommended
Experience
2 – 3 years retirement fund accounting experience – Essential
Computer literate in MS Office Suite (Advanced MS Excel requirement) Non Negotiable
Good verbal and written communication skills
Proficiency in excel (v-lookups, x-lookups, (macros) (advantageous)
Competencies
Computer literacy
Excellent working knowledge of Microsoft packages, In-Depth knowledge of Excel, (Macros advantageous)
Core competencies
Analytical thinking
Detailed Orientated
Strong Knowledge of Customer care, processes and techniques.
Excellent Problem Solver
High attention to detail and accuracy
Excellent customer service
Excellent communication – verbal and written
Strong analytical ability and logical thinking style
Excellent customer service
Excellent communication – verbal and written
Strong analytical ability and logical thinking style
High sense of accountability
Team player
Goes the extra mile
Strong problem Solving / Investigative mindset for historical queries.
Ethical behavior / honesty / transparency / modelling of values.
Flexible and adaptable to change.
Business skills
The ability to carry out a business task effectively with determined performance and results within a given time.
Planning time to achieve goals.
Strong Retirement Fund industry knowledge.
Strong knowledge of the Pension Funds Act.
Relationship building skills.
Strong oral & written communication skills.
Strong accounting knowledge
Ability to multi-task.
Ability to anticipate and manage change.
Ability to work under pressure.
Innovative thinking and delivery.
Problem solving/investigative mindset for historical queries
Functional skills
The ability to work co-operatively in a group, to be a member of a team and work towards the purpose of a common goal.
To have the energy and drive required to meet the challenges of work.
The willingness and ability to follow prescribed rules, procedures and instructions within a defined framework
The ability to align your behavior with the needs, priorities and goals through commitment and determination
The ability to accept change and adapt one’s approach to maintain efficiency within a variety of circumstances, and with individuals and groups within the organization, processes, protocols, requirements, or cultures.
The ability to express oneself clearly in written communication in order that the content is understood by the receiver.
A professional and friendly manner and the ability to deal with all levels in the organization
The ability to handle stress and problems without loss of focus, enthusiasm and professional composure.
Confident.
Ability to influence others positively.
Professional and mature business attitude.
Client Service Orientation.
Ability to manage expectations.
Self-awareness.
Resilient.
Responsible & accountable.
Resourceful problem solver.
Strong analytical skills.
Effective Communication.
Results-Orientated.
Strong Business sense.
Ability to interact with clients.
Key performance areas
Accountability
Quality and timeous output of deliverables.
Complies to procedures, processes, policies to eliminate possible risk to the fund and Alexander Forbes.
Accountable for maintaining portfolio of funds as per entire Alexander Forbes’ processes and procedures.
Stakeholder and client relationship
Effective communication with 3rd Parties in order to resolve issues; ensure effective integration between admin and accounts system.
Effective communication with external clients to ensure the adherence to (treating customers fairly).
Establish strong, trust based relationships with internal clients, external clients and other teams within AF Administration Services.
Effective communication with all relevant parties within Alexander Forbes to achieve the goals and targets.
Working collaboratively with other departments to coordinate client interactions and resolutions to their needs.
Client satisfaction with all presentations of cash flows at trustee meetings is obtained.
Communicate effectively with our clients to resolve issues without escalations and ensure client expectations are met.
Ensuring that the Treating Customers Fairly “TCF” values are top of mind in all dealings with internal and external clients.
Developing and enhancing own skill levels.
Knowledge and skills
Performs duties within own area with direction from Specialist/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 under high pressure.
Ability to understand the applicable legislation relevant to function.
Knowledge of retirement funds.
Demonstrate a track record of building internal and external relationships.
Innovative thinking and delivery.
TCF
Fulfills his/her duties in such a manner that the relevant TCF outcomes are delivered.
Constructively speaks up about any TCF short-coming in any part of the business.
Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences (such behavior is never punished
Operational effectiveness
Responsible for uploading all rate changes onto SharePoint and Khanya.
Ensure rate change documentation is completed correctly and timeously according to procedure prior to updating SharePoint and Khanya.
Reconciliation and completion of bank reconciliations per procedure.
Monitoring of unallocated accounts (Risk UA’s) and corrective action taken.
Producing of quality management committee reports (cash flows) per procedure.
Accurate and timeous reconciliation and payment of administration and re-insurance premiums per participating employer monthly.
Ensure that all risk recons are always maintained and kept up to date.
Ensure risk recons are sent through to all reinsurers once payment has been made.
Requesting adhoc payments timeously according to procedure.
Requesting adhoc switches timeously according to procedure.
Assisting others in the team when the need arises.
All the best with your applications.
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