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Compliance Officer AML

Designation: PP4429 – Compliance Officer AML
Category: Invest Finance, Actuarial & Compliance
Posted by: Alexander Forbes
Posted on: 24 Jul 2025
Closing date: 01 Aug 2025
Location: Johannesburg
Purpose of the Job:
The purpose of the role is to assist the Head of Financial Crime Control with the coordination, facilitation and management of the AML/CFT Risk program within Alexforbes SA group of companies.
Overview:
The role is part of the First Line Compliance team for the business, within the Investment pillar and supporting the Alexforbes SA group of companies. This role reports to the Head of FCC in Consulting.

The following key outputs form part of this role:

Stakeholder engagement & relationship management
Assist with financial crimes risk assessments e.g. RBA assessments
Attending to queries from various business units relating to financial crime compliance
Develop and maintain a governance calendar & work plan relating to AML/CFT/PF & Sanctions reports that need to be submitted.
Assist and participate in project management for various FCC projects
Monitor reports from outsourced functions to ensure regulatory compliance
Drive awareness on AML/CFT/PF & Sanctions risk across all pillars
Attending to all queries received from the FCC COE team relating to AML
Escalate financial crimes related compliance and operational risks and issues to the Head of AML/CFT/PF & Sanctions
Keeping a register and reminders of when annual reviews are due for governance documents. (work plan).
Assist with developing customised training for AML/CFT/PF & Sanctions and roll-it out to the business
Assist in ensuring that Alexforbes remain compliant with its AML/CFT/PF & Sanctions regulatory obligations
Keep abreast with regulatory changes and any new legislation
Assist in compiling FICA documents for external parties (FICA) process
Perform compliance monitoring reviews relating to financial crime compliance – from planning to reporting
Conduct sample reviews of customer files from outsourced functions to test compliance
Laise and manage the risk register and issues raised to ensure completion and drive closure of those issues.
Ensure the FCC checklist is aligned with the AML/CFT/PF & Sanctions Framework requirements. Laise with Group Compliance & Centre of Excellence (COE) on completion and updating of the FCC checklist.
Develop a process of how & when Standard Operating Procedures (SOP) needs to be reviewed and which governance forum need to approve or note these.
Review business SOPs inclusive of supporting function SOP e.g. COE & Biztech on a cyclic basis.
Prepare, collate and submit regulatory reports e.g. Directive 4, Directive 6 etc.
Assist in compliance audits and inspections by regulators
Alert investigations and escalating any alerts to the MLRO that need to be filled with the FIC

Key Performance Indicators

General

Perform compliance monitoring reviews relating to financial crime compliance – from planning to reporting
Conduct sample reviews of customer files from outsourced functions to test compliance
Liaise and manage the risk register and issues raised to ensure completion and drive closure of those issues.
Business support for FCC

Ensure the FCC checklist is aligned with the AML/CFT/PF & Sanctions Framework requirements. Liaise with Group Compliance & Centre of Excellence (COE) on completion and updating of the FCC checklist.
Develop a process of how & when Standard Operating Procedures (SOP) needs to be reviewed and which governance forum needs to approve or note these.
Review business SOPs inclusive of supporting function SOP e.g. COE & Biztech on a cyclic basis.
Ensure the FCC checklist is aligned with the AML/CFT/PF & Sanctions Framework requirements. Laise with Group Compliance & Centre of Excellence (COE) on completion and updating of the FCC checklist.
Develop a process of how & when Standard Operating Procedures (SOP) needs to be reviewed and which governance forum needs to approve or note these.
Statutory and Regulator interactions in relation to FCC

Prepare, collate and submit regulatory reports e.g. Directive 4, Directive 6 etc.
Assist in compliance audits and inspections by regulators
Alert investigations and escalating any alerts to the MLRO that need to be filled with the FICA
Adhoc projects

To assist business units within Alexforbes SA to embed FCC related matters. This may include
Maintaining policies supporting the business processes relating to AML.
Project managing embedment of processes within the business

Requirements:

Degree: LLB/BCom, Internal Audit, Risk Management, Post-graduate diploma in Compliance management
3-5 years of compliance experience within a regulated financial services environment
Minimum 3 years of experience in an FCC and FIC environment

Administrator AFRF

Designation: PP4384 – Administrator AFRF
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 23 Jul 2025
Closing date: 31 Jul 2025
Location: Sandton
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

Grade 12 (Matric)
Successfully passed the AF and branch tests/assessments
Experience

Industry related work experience in employee benefits and retirement fund administration.
Experience in claims handling and reconciliation.

Operational & Financial success

Maintaining expenses in line with Branch standards and limits
Eliminating PI Claims
Fund 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
Direct/guaranteed housing loans where applicable
Preparing 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 of the documents for
checking (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.
Embracing & 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.
Weighting based on personal
score card
Output, success & 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.

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.
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

Team Leader

Designation: PP3691 – Team Leader
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 28 Jul 2025
Closing date: 05 Aug 2025
Location: Sandton
Purpose of the Job:
Financial Management & Operational Effectiveness · Embracing & implementing TCF and Implementation of legislative changes (POPI) as it applies to the business unit · Client Service · Output, success & engagement To assume the role of Team Leader and participate in the smooth running of the Branch and business. To assume the role of effective and efficient management of all operational activities, processes and systems and thereby ensurethe smooth running of Funds. To develop and maintain relationships with key stakeholders. To also maintain relationship and manage development staff members. The key performance areas are set out in the performance assessment and list of tasks .These are determined by Supervisor /Manager / Branch Manager 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) – Essential
Successfully passed the AF and branch tests/assessments
Having achieved or studying towards a retirement fund qualification or equivalent qualification. – Recommend
Experience

Minimum 3 – 5 years industry related experience
Minimum 3 – 5 years leadership/management experience
To assume the role of Team Leader and participate in the smooth running of the Branch and business.
To assume the role of Team Leader and participate in the smooth running of the Branch and business.
To assume the role of effective and efficient management of all operational activities, processes and systems and thereby ensurethe smooth running of Funds. To develop and maintain relationships with key stakeholders. To also maintain relationship and manage development staff members.
The key performance areas are set out in the performance assessment and list of tasks .These are determined by Supervisor /Manager / Branch Manager 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.
Key performance Area

Operational & Financial success

Maintaining expenses in line with Branch standards and limits
Maintaining & managing Fund Allocations
Eliminating PI Claims
Identified extra income opportunity/ reduce expense for the company
Supervise and ensure accuracy of the following Fund administration– job 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
Direct/guaranteed housing loans where applicable
Preparing and checking of monthly reporting for client meetings.
The completion and checking of Administration Reports
The completion and checking of member Statements
Complete recognition of transfer documents and allocation once received
To identify and loading 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
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.
Staff component: (administrators): Develop a high performing team by embedding formal performance development and informal coaching. Encourage frequent knowledge sharing between team members.
Interview and recruit new members of the team, including determining
appropriate compensation levels with input from Human Resources.When required, initiate disciplinary processes for team members calling on

support from Human Resources and/or Supervisor / Manager / Branch Manager

Resolve grievances raised by team members and escalate only if required.
Measure performance and address poor performance of any team member through the formal Performance Improvement program and ensure that continued poor performance is appropriately dealt with.
Motivate team members and ensure that their efforts are recognized.
Mentor and coach the Team/ resources that are assigned to this portfolio.
Agree and contract Performance Development plans with the assigned
Team member resources, performing counseling sessions when required
and the bi-annual performance reviews
Implement regular 1-on-1 individual sessions with assigned resources to
ensure compliance with the Team to meet deliverable deadlines and
perform quality assurance review on the individual deliverable
Implement regular team meetings to disseminate communications
Embracing & implementing TCF

Supervise 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.
Attend and be able to present installation and administration aspects to clients in meetings and presentations.
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 & engagement Team contribution

Assists in times of absenteeism/pressure to ensure work delivery and supervises efficient service delivery by subordinates/
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.
Management of statistic for department.
Identify and implement developmental and/or training requirements of the team
Complete and perform quarterly appraisals
Training of subordinates
Establishing, maintaining and enforce accurate procedures and processes
Model required leadership behaviour and values
Conduct performance assessments and identify development needs for

Technical Competencies

Compass and Alex (when applicable) system knowledge
Strong knowledge of client service
Strong business acumen
Computer literate (outlook, excel (advanced level) and word (advanced))
Excellent oral & written communication skills
Relationship building & networking skills at all levels
Ability to multi-task and delegate where appropriate
Ability to anticipate and manage change
Strategic innovative thinking and delivery
Ability to understand, analyse (and check analysis) and apply Retirement Fund Rules and identify problem areas
Ability to review and understand the applicable legislation relevant to function.
Behavioral (Interpersonal and Intrapersonal)

Confident
Assertive
Self Motivated
Client Service Orientation
Ability to persuade and influence
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 & creative problem solver
Effective Communication
Results- Orientated
Ability to interact with Clients
Negotiation Skills
Strong presentation skills
Professional and mature business attitude
Excellent leadership and management skills
Ability to build and manage teams (min 3 subordinates)
Ability to delegate tasks across various operational functions
Conflict resolutions skills
Cognitive Competencies

Ability to work with complex data sets and identify problems
Problem solving
Analytical thinking

Administrator

Designation: PP2086 – Administrator
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 23 Jul 2025
Closing date: 31 Jul 2025
Location: Sandton
Purpose of the Job:
To be responsible for your allocated Funds and provide an integrated and effective service for clients by ensuring that funds are administered effectively (always providing excellent service) To develop and maintain relationships with key stakeholders To Pro-actively drive client service and meet SLA’s. Attend to all any tasks required to ensure the smooth running of the Pension Payment Division and ensure that all tasks, duties and functions comply with the requirements stated in the contract.
Overview:
Education

Matric – Essential

Experience

Industry related work experience in employee benefits fund administration.
Operational Support in Pension Payment Division – Ability to handle all tasks necessary for the smooth operation of the Pension Payment Division, ensuring full compliance with contractual obligations and operational standards.
Fund Administration & Client Service – Responsible for managing allocated funds and delivering an integrated, effective service to clients. This includes ensuring funds are administered accurately and efficiently, while consistently providing excellent service.

Key Performance Area

Financial Management & Operational Effectiveness

Maintaining expenses in line with Branch standards and limits
Eliminating PI Claims-ensure that all calculations are done correctly and pay correctly in terms of amount
Manage adhoc invoicing and ensure that they are paid within 30 days turnaround time
Manage controllable expenses, Telephone Bills, Stationery, Couriers costs, printing etc
Manage profitability of portfolio
Manage own work on Hand (WOH)
Manage staff ratios, min 3500 -6000
Embracing TCF

Ensures that TCF is understood and practiced by the people reporting to Line Manager
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. (General Staff)
Keeps abreast of latest TCF information and guidelines as from time to time (General Staff)
Client Service

Ensure effective and efficient service delivery incl. both Internal and external clients
Ensure quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
Build and strengthen relationships, upward, downwards and laterally with internal and external Clients.
The image of Alexander Forbes Operation & Administration must be maintained and improved by providing prompt, polite and efficient service.
Role Specific

Monthly recoveries

Ensure discrepancy recovery schedule is investigated and responded to within turnaround time.
Control annual processes

Ensure that all deadlines are met.
IRP5’s – ensure that all to be posted in April of each year.
Study certificates- all to be posted within send week in December of each year.
COE’s – to be sent in March and June each year.
H/A Deaths- ensure execution on quarterly basis.

Daily and monthly controls

Swift & Drafts – ensure 100 % accuracy and check confirmation from bank for accurate payments.
Control and check the payment schedule and rejections- keep the clientele informed.
Balance payrolls and ensure 100% accuracy.
Input – match journals prints – ensure all signed off as auditor’s requirements.
Medical aid Increases- to be implemented on time- follow ups to be done 03 months before due date.
Implementation of increases and bonuses- ensure 100% accuracy.
EFT payments – implement when necessary and ensure 100% accuracy.
Annuity Discrepancies and disallowed – to be actioned within turnaround times.
Ensure that Debit orders are actioned within turnaround times.
Ensure that Service Centre tasks to actioned within turnaround times
Ensure death claim process is managed monthly
Ensure monthly reconciliations are actioned timeously with zero errors
Assist team where necessary
Process and procedure.

Ability to understand each process, procedure and checklist and apply correctly at all times.
Ensure all controls and procedures, contract requirements and TAT’s are adhered to at all times – no complains and escalations.
Ensure regular feedback to management as well as clients
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
Loading new entrants
Updating banking details and addresses on Alex system
Preparing Year Ends and admin reports
Responding to pensioner queries – telephonic & in writing / emails
Processing death claims of pensioners
Processing of payments to pensioners and 3rd parties – ACB, EFT, Draft & SWIFT
Implementing pensioner increases
Suspension and re-instatement of pensions
Posting and updating COE’s and study certificates
Balancing of payrolls & tax certificates
Issuing of duplicate tax certificates
Updating of medical aid deductions
Balancing of payrolls on a monthly basis
Develop and Conduct Assessments

Develop written assessments
Conduct assessments
Compile written assessments to the appropriate level
Score assessments accurately
Provide a report to management and staff on assessment results
Provide individual feedback to learners when required
To make appropriate and timely decisions regarding learners’ learning and development
Technical

Knowledge of Alex system
Knowledge of Payroll System
Strong knowledge of Client Services
Ability to multi- task
Ability to anticipate and manage change
Computer literate (outlook, excel (Intermediate) and word (Intermediate)
Excellent oral & written communication skills
Ability to multi-task
Ability to manage change
Innovative thinking and delivery
Ability to understand and apply Retirement Fund Rules
Behavioral (Interpersonal and Intrapersonal)

Confident
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 & creative problem solver
Effective Communication
Results- Orientated
Ability to interact with Clients
Cognitive Competencies

Ability to work with complex data and identify problems
Analytical Thinking and attention to detail- The ability to be precise, systematic and rule-oriented in working with relevant detail and gathering, reviewing and analyzing information.
Excellent/quality orientation- The capacity to ensure the highest standards of quality and efficiency are consistently maintained
Rule orientation- The orientation to adhere to standard rules, processes and procedures in achieving results.
Communication – The capacity to listen attentively, present information in a clear and concise manner and respond appropriately to the verbal and written communications of others.
Applied business numeracy – The ability to reason quickly and accurately by applying numerical functions.
Time Management – The ability to manage your time.

Competencies

A working knowledge of the South African ETD legislation
Relationship building skills
Excellent oral & written communication skills
Ability to multi-task
Ability to anticipate and manage change
Innovative thinking and delivery
Adjust language, terminology and needs of the team.
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 sense, and attempt to understand feelings and perspectives by taking an active interest in the teams’ concerns, values, needs and views
The ability to align your behaviour with the needs, priorities and goals through commitment and determination
Analytical Skills
Excellent Motivator
Detailed Orientated
Strong Knowledge of Customer care, processes and techniques.
Excellent Problem Solver
Training, Coaching 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

Onsite Consultant

Designation: PP1961 – Onsite Consultant
Category: Health Consulting – OF2301
Posted by: Alexander Forbes
Posted on: 30 Jun 2025
Closing date: 01 Aug 2025
Location: Johannesburg
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 approach
Overview:
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
Requirements:

Matric,
Accredited with CMS and FSB ,
NQF 5
Regulatory Examination 1
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
Responsible & accountable
Problem solver

Drafter

Designation: PP1750 – Drafter
Category: Govern Legal Compliance & Sustain – OF5302
Posted by: Alexander Forbes
Posted on: 02 Oct 2024
Closing date: 31 Jul 2025
Location: Johannesburg
Purpose of the Job:
Drafting rules and amendments to fund 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.
Overview:
Specialist role in the employee benefits environment, providing drafting support to internal and external clients.
Due to specialized nature of the business, the subject matter involved, the risk and impact of incorrect legal drafting.
Specialist role in the employee benefits environment, providing drafting support to internal and external clients.
Understanding and applying relevant legal requirements specifically in the drafting of rules.
Keep abreast of new legislation, both in South Africa and neighbouring countries.
Providing holistic solutions to internal and external clients with regards to fund.
Interact and maintain good relations with regulatory authorities.
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 manager.
Requirements:

Minimum 5 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
CANDIDATE REQUIREMENTS
Work Experience
Minimum 5 years’ experience as a Rules Drafter

Reconciliation Specialist

Designation: PP0983 – Reconciliation Specialist
Category: Ops & Admin – OF6310
Posted by: Alexander Forbes
Posted on: 23 Jul 2025
Closing date: 31 Jul 2025
Location:
Purpose of the Job:
To effectively and efficiently assist the Investments Reconciliations team to ensure that the necessary oversight and controls over the recons processes, scrip lending processes and over our administrators APEX. To manage the delivery of high quality services to clients, building effective relationships with internal teams and to promote a culture of high performance, innovation, ambition and continuous improvement within Investment Operations. The successful incumbent will be responsible for compiling items required for the specialised oversight functions. These functions include, but are not limited to, cash reconciliations, scrip reconciliations, Scrip lending reports and other assistance as required. The successful incumbent will report to the Reconciliation Manager the Investment Administration area
Overview:
Education

National Certificate Matric – Essential

Bachelor’s degree (3 years – 360 credits) Financial Market Instruments – Recommended

Experience

Executing and Managing Financial Instruments: 1 – 3 years proven experience in handling the execution and ongoing management of various financial instruments in line with organizational policies and market standards.

Executing and Managing Implementations / Transitions: 1 – 3 years Demonstrated ability to lead and manage the implementation of new systems or processes, as well as transitions between financial service providers or investment strategies.

Executing and Managing Portfolio Administration: 1 – 3 years Strong background in overseeing portfolio administration activities, ensuring accuracy, compliance, and timely reporting.

Key Performance Area

Recons

Market Value Recons
Segregated fund recons – cash accounts
Segregated recons – scrip accounts
Unit reconciliations
Audit query assistance
Interaction with our service provider (APEX)
Automation

Automate Manual Processes
Enhance Processes
Project Management

Adhoc

Assist other teams within Investment Operations
Resolve queries
Competencies

Operations management
Business relations
Analytical skills
Detailed orientated
Report writing
Excellent communication skills both writing and oral
Time Management
Tracking and reporting on operational performance
Maintaining policy and procedure documents
Project Management
Business relations
Decision Making Judgement
Adaptability and flexibility
Process Management
Accountability and Dependability
Attention to detail
Planning and organising
Effective prioritisation
Customer focus
Change management
Driving performance
Rescilience
Motivating and Inspiring
Coaching and mentoring
Effective communication
Interpersonal skills
Collaboration and partnering
Effective communication
Taking initiative
Learning agility
Teamwork

Walk in Centre Agent Stellenbosch

Designation: PC3182 – Walk in Centre Agent Stellenbosch
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 28 Jul 2025
Closing date: 04 Aug 2025
Location: Stellenbosch
Purpose of the Job:
Overview:
Education

National Senior Certificate – Matric / Grade 12 – Essential
National Certificate of Customer Relationship Management – Advantageous
National Certificate Contact Centre Agent Qualification – Advantageous
Experience

Contact Centre : Minimum 2 years’ proven work experience as a walk-in centre consultant in a financial services environment.
2 – 5 years’ Experience working on CRM and VOIP2
Knowledge of customer service practices and principles

Excellent data entry and typing skills
Ability to speak more than 2 languages

Key Performance Area | Performance Outputs

Customer Service

Acknowledge and appropriately assist clients in a timely manner, maintaining agreed service level
Greet all clients and visitors with a sincere smile and treat each client as our valued guest
Always acknowledge the presence of a client, show the person you aware of their presence
Engage clients professionally, using correct business language
Manage telephone calls professionally, efficiently and with good communication skills.
Attend to customer complaints and concerns immediately, and facilitate satisfactory resolution
Accurately log all expressions of dissatisfaction from clients onto the complaints system.
Exercise courteous mannerism. Have an empathetic approach
Use appropriate greeting and closing/ending and exercise courteous mannerism. Build a rapport, by accurate use of voice, tone, pitch, body language/gestures.
Give absolute priority to satisfying their needs and requirements
Ability to engage clients in conversations that build an understanding of their needs & requirements by using effective probing and listening skills
Creating a positive client experience by providing accurate business information, escalating when needed in a professional and timely manner
Display a sense of urgency towards all client inquiries, demonstrating the importance of the client.
To maintain and update all contact details with availability of various contact methods on file.
Matching response appropriately to client’s communication
Willingly and openly sharing information to add to team effectiveness
Contribute to the performance of the team by displaying a positive and enthusiastic attitude, showing support and involvement in all activities
Capture accurate status codes on all customer contacts ensuring correct reporting and follow ups.
Capture all secondary contacts (appointments) with detailed notes onto CRM for quick and easy understanding of client query.
Maintain a minimum service level target
Individual knowledge is up to date on industry trends/changes as well as Alexforbes products and service offerings. This is attained by achieving 85% on all Product and System Assessments on a monthly basis
Full responsibility and accountability for full closure of WIC queries – end to end process
Assisting in other areas within Business Support when required.
Data management and Integrity

Re-visit – Confirmation of data entry, maintaining client’s latest contact details
First Contact – Accurate data entry, capturing client’s latest contact details
All client contacts recorded accurately
All client feedback and BO responses recorded accurately to support continuous improvement in culture.
1% error rate on wrap up codes selected
1% allowance on open cases
Correct selection of wrap up codes enabling accurate reporting.
95% capture rate
Adhering to policies, procedures and protocols

100% adherence to Divisional policies, procedures, protocols and SLAs
100% adherence to AFFS policies, procedures and guidelines
Monitor effective use of business tools and equipment
Full adherence to schedules and Contact Centre Handbook protocols
Meeting customer survey satisfaction standard
Proactively identify opportunities to cross-sell Alexforbes products and services
Adhere to the POPIA act – Confidentiality and no documentation to be visible to clients
Treat Customers Fairly

By identifying and pursuing new opportunities aligned to TCF and maintaining a good client relationship.
Understand the TCF principles and use them when dealing with clients
Act as a brand ambassador by modelling AlexForbes values in every interaction with clients, colleagues, service providers and the public.
Personal DevelopmentAttendance and active participation in professional development, training and coaching sessions as required.
Respond openly to feedback and apply knowledge of procedures, policies and protocols to meet business objectives.
Contributing to the positive cohesive workplace environment demonstrating respect for advice and feedback by fellow operators

Competency

Time management
Problem solving
Adaptability
Customer Service
Negotiation
Effective communication skills. The ability to express oneself clearly verbally and via written communication in order that the content is understood by the receiver.
To have the energy and drive required to meet the challenges of work.
Communicate with clients on a variety of channels
The ability to complete repetitive tasks with patience and tolerance within required turnaround times.
The ability to listen to and to verbally express in a fluent, transparent and consistent manner. Adjust language, terminology and needs of the client

Fund Accountant

Designation: PP0593 – Fund Accountant
Category: Ops & Admin – OF6310
Posted by: Alexander Forbes
Posted on: 24 Jul 2025
Closing date: 01 Aug 2025
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

1 year experience in a working environment (Essential)
2 – 3 years retirement fund accounting experience
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)
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.
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
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.
Excellence orientation.
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
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.
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).
Professional and mature business attitude.
Ability to take ownership, be accountable and responsible for self.
Effective and decisive communication ability.
Willing to study in order to familiarize themselves with the industry.
Strong excel skills.
Financial calculations.
Strong analytical skills.
Strong aptitude for problem solving and ability to identify patterns.
Ability to keep tight controls.
Ability to work independently.
Manage own portfolio.
Attend to emails and queries once received within a reasonable time frame.
Manage client’s expectations and adhere to SLA’s.
Carry out instructions given by specialist and line manager.
Ability to communicate effectively to all.
Prioritise tasks and meet deadlines
Ability to multi task and work in a high pressured environment.
Willing to be a team player by stepping in to assist when needed.
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.

Senior Consultant

Designation: PP0777 – Senior Consultant
Category: Health Consulting – OF2301
Posted by: Alexander Forbes
Posted on: 09 May 2025
Closing date: 31 Jul 2025
Location: Stellenbosch
Purpose of the Job:
The purpose of the job is to develop, implement and monitor the healthcare strategy for your clients, taking into consideration the prevailing Alexforbes Health approach. Ensure client retention and provide professional and exceptional quality of service at all times. Provide a strategy for expansion on uncovered membership, identify new business opportunities, and secure the additional revenue. Keep abreast of developments in the industry and share these with clients. Coordinating all relevant people (i.e service consultant, consultant, schemes, other service providers and client) required to manage the relationships. Manage the service consultant allocated to the same clients in a manner that ensures AFH standards are maintained at all times. Identify appropriate and realistic growth opportunities for the service consultant.
Overview:
Key performance areas

Manage medical scheme membership retention
New business growth of Gap and primary care new membership
Client satisfaction and customer orientation
Integrated value proposition and collaborations across the broader AF Group divisions
Client management and consulting
Building strategic partnerships
Ensuring compliance to internal processes and industry bodies
Financial

Establish and manage the profit and loss position on services offered to clients – sign off by Consulting Manager
Maintaining and managing the existing client base
Invoicing for work outside of the year planner, as agreed with the client and the Consulting Manager
Identify growth and new business opportunities within the client base
Promote cross-selling initiatives within AF
Manage costs within your control, including costs relating to travel, accommodation, telephone and printing.
Ensuring confirmation of income is done quarterly for all clients
Updating the operations manager on changes to the client base
Notifying the Consulting Manager and the Regional Executive of expenses to be incurred
Notify the Consulting Manager and the compliance officer of errors/omissions that may lead to AFH being held accountable
Accurate management of the wellness fund budget where provided
Clients

Building and maintaining trustworthy credible relationships with stakeholders at clients, relevant schemes and providers
Ensuring that client satisfaction questionnaires and audits are conducted at clients
Managing client expectations
Continuous communication and meetings with clients to ensure a thorough understanding of clients’ needs and ensuring these needs are met
Drafting and presenting accurate reports, particularly strategy reports as outlined in the Service Level Agreement
Compile and agree on Year Plan with client and ensuring that services offered are met.
Keep abreast of legislative and industry developments and be able to relay its impact and importance to clients
Understanding and communicating industry changes and challenges
Handling client calls professionally at all times
Drafting and distribution of client communication
Management of client billing statements and reconciliations
Management of Service consultant deliverables i.e. checking that the service calls are done, queries are resolved, emails are up to date, client billing statement, minutes and file notes completed and saved on Sharepoint, admin tracker updated and reconciliations are being accurately managed
Reporting to the Consulting Manager on client matters on a regular basis i.e. matters pertaining to support staff, areas of improvement, client specifics, concerns etc.
Providing assistance to the Consulting Manager on the shared clients
Compliance to internal processes

Ensuring that client information is saved electronically on Sharepoint in clients master file and that a hard copy is ultimately archived
Monitoring and ensuring resolution of client queries and the checking and processing of new member application forms, sent to the Member Service Unit or to Service consultant
Monitoring of tracking report regarding outstanding member application forms
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 timeously to clients
General report writing, customizing the reports to suit the specific client requirements i.e. Year-end feedback report, Mid Year report, Market Reviews, Year-end Renewal report, Subsidy reviews, adhoc reports
Ensure that all client documents and correspondence are saved on SharePoint
Achieve a high percentage rating on the compliance audit 20%
Management of client communication i.e. preparation and checking of agendas and agenda packs, following up and ensuring that minutes are drafted and signed off and the action items from meetings are resolved by the agreed-upon deadline
Adhering to the scheme champion protocols and guidelines
Scheme champion duties, as outlined by the relevant manager. This includes obtaining updated demographic and financial information, updating scheme financials, updating the benefit comparison, etc
Updating of Complaints and Gift Register
Project Management

Contribution to business development/projects/initiatives
Year end project management including the preparation of client communication, presentations conducted and reports presented
People

Skills and knowledge transfer Service consultant.
Participate in bi-annual performance appraisal for service consultant in conjunction with manager
Technical development including attendance of internal forums and training courses
Continuous learning and self-development and identifying of training needs
Requirements:

Relevant Bachelor’s Degree or equivalent or 3 year diploma
120 FAIS Credits – minimum requirement (FPI, Wealth management etc.)
Specific subjects required in qualification – Long Term category A, Short Term Personal Lines and Health Benefits
Regulatory Exam 1
3 years’ experience in Healthcare Industry
2 years’ experience in consulting to clients in a healthcare brokerage
Healthcare Industry, Product and legislative knowledge
Strong client management knowledge
Driver’s license – essential, willing to travel
CMS & FSB Registered

Click here to apply

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