To apply, click on the link at the end of the posts and all the best with your applications
Designation: PC3209 – Quality Assurance Specialist
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 17 Oct 2025
Closing date: 06 Feb 2026
Location: Sandton
Purpose of the Job:
The purpose of the Quality Assurance (QA) Specialist is to enhance the overall customer experience by monitoring and assessing a variety of customer interactions—across voice calls, emails, face-to-face engagements, and other channels. Through detailed analysis and storytelling via structured reporting, the QA Specialist provides insights into the end-to-end customer journey. A core aspect of this role is the identification of business impact metrics, performance trends, and potential risks that can inform continuous improvement. The QA Specialist adds value by ensuring effective governance of the QA framework and aligning outcomes with client and business objectives. In addition, the QA Specialist plays a pivotal role in supporting learning and development initiatives—coaching both new hires and existing employees with the aim of improving service quality, consistency, and customer satisfaction within the Business Support Area.
Overview:
Education
National Certificate – Matric (NQF 4)
Higher Certificate – A Higher Certificate or Diploma in Quality Assurance (NQF 6)
Higher Certificate – Professional certifications in quality or risk management are advantageous, such as:
Certified Quality Auditor (CQA)
Six Sigma Yellow/Green Belt
Financial Services Risk or Compliance certifications
Experience
Contact Centre – Insurance / employee benefit industry experience will be beneficial
Minimum 2 years of experience in a Quality Assurance role within a contact centre or customer service environment.
Proven track record in monitoring and evaluating customer interactions (calls, emails, chats, face-to-face).
Familiarity with QA frameworks, scorecards, and random sampling methodologies.
Experience analyzing customer service metrics such as CSAT, First Call Resolution (FCR), and Average Handling Time (AHT).
Skilled in coaching and providing constructive feedback to front-line staff.
Knowledge of ISO standards or other quality management frameworks (advantageous).
Experience preparing detailed quality and performance reports.
Ability to collaborate effectively with Training, Operations, and Management teams.
Experience working with contact centre technology platforms (CRM, call monitoring, QA software).
Key responsibilities
Conduct Quality Assurance
Perform daily quality assurance activities focused on monitoring, measuring, and evaluating staff interactions, utilizing a random sampling methodology to ensure unbiased review.
Analyze customer service metrics such as CSAT (Customer Satisfaction Score), evaluating how team performance impacts these key performance indicators (KPIs).
Assess support interactions against internal quality standards to maintain consistency and service excellence.
Provide meaningful, constructive feedback to agents following evaluations, ensuring feedback targets are met to support continuous improvement.
Conduct customer repeat analysis to identify recurring issues and areas for process enhancement.
Create Error Analysis and Root Cause Analysis (RCA) reports on a weekly basis to highlight trends and inform corrective actions.
Ensure the QA process is fully compliant with ISO guidelines, maintaining quality and governance standards.
Identify and communicate agent improvement areas to management for targeted coaching and development.
Complete calibration exercises periodically, aligning evaluation criteria and scoring with team standards.
Lead and participate in projects aimed at improving QA processes and overall team performance.
Perform ad hoc analysis on trends and patterns emerging from QA assessments to identify systemic issues.
Attend relevant meetings to develop and refine procedures, workflows, and quality assurance strategies.
Serve as the central point for information gathering and reporting, facilitating communication with the larger QA and management teams.
Develop and implement inspection standards to ensure consistent quality evaluations.
Assist in the preparation and presentation of quality reports to stakeholders, providing actionable insights for business improvement.
Conduct Coaching
Conduct coaching sessions as needed to improve agent performance and adherence to quality standards.
Drive positive behavioral and performance changes through effective coaching techniques.
Document all coaching sessions thoroughly, ensuring records are saved securely in the designated Training folder.
Identify instances of non-compliance and escalate or take appropriate follow-up actions to address issues.
Utilize a variety of coaching methods, including role plays and scenario-based training, to reinforce learning and skill development.
Collaborate with line managers to identify poor performers and jointly develop targeted improvement plans.
Ensure coaching efforts align with overall business objectives and contribute to enhanced customer service outcomes.
Needs Analysis
Conduct needs assessments to identify training requirements for new hires and existing employees through open communication across all organizational levels and departments.
Analyze gaps in learning to pinpoint areas requiring improvement.
Provide recommendations to the business for enhancing employee performance.
Ensure learner profiles are created and maintained for all new staff.
Utilize relevant business tools (e.g., QA reports, customer surveys, complaints) to identify performance needs.
Consult regularly with business units to determine and address gaps in learning.
Monitor staff performance and recommend appropriate interventions.
Identify learning material gaps and update content accordingly.
Communicate assessment reports and findings with relevant stakeholders.
Provide post-training support to reinforce learning.
Deliver feedback on learner progress and performance to management.
Bridge the gap between learning initiatives and on-the-job performance.
Support new learners by offering coaching and guidance.
Provide detailed feedback to management after completion of specific training programs.
Develop and provide job aids, on-the-job assistance, and connect learners to additional resources.
Partner with management to keep staff updated on evolving policies and procedures, ensuring a consistent customer experience.
Take accountability for staff development and continuous growth.
Reporting
Compile and submit comprehensive monthly reports to the line manager that include:
Quality assurance scores and trends
Customer satisfaction metrics (CSAT, NPS)
Compliance and adherence rates
Common errors or issues identified during evaluations
Progress on improvement initiatives and coaching outcomes
Provide weekly reports to the business, focusing on:
Real-time performance trends
Key highlights and immediate concerns
Customer feedback summaries and complaint analysis
Any urgent escalations or risks affecting service quality
Immediately raise any red flags, risks, or urgent issues identified during quality assessments or customer interactions to management and relevant stakeholders to enable swift resolution.
Deliver timely, actionable feedback to learners and managers regarding individual and team performance results, including strengths and development areas identified through QA.
Communicate changes related to products, processes, or systems promptly to ensure the business stays informed and adapts quickly.
Competencies
Sound working knowledge of Microsoft packages, CRM, Contact centre Telephone
Ability to efficiently complete business tasks with a focus on achieving results within deadlines.
Strong negotiation skills to effectively influence and collaborate with stakeholders.
Effective time management and planning skills to meet goals and priorities.
Commitment to delivering value-added service that enhances customer satisfaction.
Proficient presentation skills to communicate ideas clearly and confidently.
Experience managing the entire training life cycle, including analysis, design, development, implementation, and evaluation of training materials.
Solid understanding of the Retirement Fund Industry and its regulatory environment.
Good knowledge of Contact Centre operations and best practices.
Working knowledge of South African ETD (Employment Tax Directive) legislation.
Strong relationship-building skills to foster teamwork and positive interactions.
Excellent verbal and written communication skills.
Ability to multitask and handle multiple responsibilities simultaneously.
Proactive in anticipating change and managing its impact effectively.
Innovative thinker capable of delivering creative solutions and improvements.
Ability to adjust language, terminology, and communication style to suit the needs and understanding of the team and stakeholders.
Demonstrated ability to work cooperatively within a group, contributing as an effective team member toward common goals.
Possess the energy, motivation, and drive necessary to meet work challenges and deadlines.
Willingness and ability to follow prescribed rules, procedures, and instructions within a defined framework to ensure consistency and compliance.
Strong emotional intelligence: the ability to sense and understand the feelings, perspectives, and concerns of team members by actively engaging with their values and needs.
Ability to align personal behavior with organizational priorities and goals through commitment and determination.
Flexibility and adaptability to accept and manage change effectively, modifying approach to maintain productivity across different circumstances, individuals, processes, protocols, and cultures.
Clear and concise written communication skills to ensure messages are understood by the intended audience.
Professional and approachable demeanor, with the ability to interact effectively with individuals at all levels of the organization.
Resilience and stress management skills to maintain focus, enthusiasm, and professionalism when facing challenges or pressure.
Problem-solving mindset with the ability to address issues constructively while maintaining composure.
Strong analytical skills with a logical and detail-oriented approach.
Excellent problem-solving abilities to identify issues and implement effective solutions.
Proficient in training, coaching, and providing constructive feedback to support continuous improvement.
Exceptional interpersonal and people skills, fostering positive working relationships.
High attention to detail and accuracy in all tasks.
Commitment to delivering excellent customer service.
Technical proficiency with relevant tools and software.
Outstanding verbal and written communication skills.
Strong sense of accountability and ownership of responsibilities.
Effective team player who collaborates well with others.
Demonstrates initiative by going the extra mile to achieve results.
Professional and friendly demeanor, able to engage with all levels of the organization.
Resilient under pressure, maintaining focus, enthusiasm, and composure during stressful situations.
Patience and tolerance to efficiently complete repetitive tasks within required turnaround times.
Designation: PP0733 – Senior Fund Accountant
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 05 Feb 2026
Closing date: 16 Feb 2026
Location: Sandton
Purpose of the Job:
To maintain a portfolio of tier 1 and 2 client’s funds by completing the daily/monthly/quarterly tasks and producing annual financial statements of the highest quality to clients within 4 months of the Fund’s year end, and to coordinate and facilitate submission of financial statements to FSCA within 6 months. This role is a critical part of our ongoing commitment to excellence in delivery of superior Annual Financial Statements and linking processes that affect the delivery of this product.
Overview:
Requirements:
Education:
Matric (Grade 12) with a and/ or
Relevant Accounting Degree/ Tertiary Qualification or studying towards Commerce/Finance
Experience:
Minimum of 5 years Retirement Fund accounting experience
Strong retirement fund industry knowledge
Strong Retirement Fund accounting skills
Either retirement fund industry work experience or experience as a Retirement Fund Accountant
Competencies
Excellent working knowledge of Microsoft packages, especially Excel. Knowledge of inhouse packages advantageous
Good knowledge of the Retirement Fund Industry
Excellent oral & written communication skills
Analytical Skills
Detailed Orientated
Key responsibilities
Management of bank account justifying the bank account balance and processing all investments and disinvestments instructions timeously
Complete a Bank Reconciliation of Cash at Bank, Investments and clearing accounts for each Fund as per procedure monthly
Compile Trustee Cashflow reports as per procedure monthly
Ensure all fees and payroll expenses / premiums are paid monthly and timeously
Successfully complete all Funds for review within portfolio within 45 days of the quarter end to the Reserve Bank
Produce quality financial statements 2 weeks prior to the commencement of an audit
Ensure that all financial statements are released to clients within 4 months and signed for submission to the FSCA within 6 months after year end.
Completion of monthly Asset and Liability Matching queries with no highly significant issues
Resolving all queries to FSCA within the required 30 days from receipt
Manage the audit process to avoid cost overruns
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Designation: PP1835 – Service Consultant
Category: Corp – Health Consulting
Posted by: Alexander Forbes
Posted on: 19 Dec 2025
Closing date: 06 Feb 2026
Location: Port Elizabeth
Purpose of the Job:
The purpose of the job is to assist a Senior Consultant in delivering a professional and excellent quality of service and consulting advice to clients, in accordance with the Service level agreement and year planner. 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, which is currently guided by our “SERVE Model”.
Overview:
Requirements:
Education:
Matric
Accredited with CMS and FSCA
NQF 5
Regulatory Examination 5
Relevant Degree or equivalent (an advantage)
Experience:
2 – 3 years’ experience in a healthcare brokerage
Healthcare industry, product and legislative knowledge
Driver’s license – essential, willing to travel
Competencies:
Problem solver and pro-active
Ability to communicate effectively with colleagues, management and clients
Ability to work with both people and complex data
Ensure good self-management skills (adherence to deadlines, planning, prioritizing, ability to work under pressure and time management)
Microsoft Office competency
Key responsibilities:
Manage medical scheme membership retention
Billing Reconciliations knowledge and experience essential.
Ensuring confirmation of income is done quarterly.
Provide payroll contact training as and when required and maintain relationships
Conducting presentations and workshops for employer contacts, members and employees at year end and during the year as needed.
Monitoring and follow through outstanding member application forms, as well as monitoring of tracking report.
Ensuring that standard documents i.e. file notes, FNA’s and minutes of meetings are issued timeously as per consultants’ manual
Adherence to SLA deadlines
General administration, filing and updating on SharePoint. Electronic storing of minutes, FNA, file notes and reports etc
Year-end project planning participation including the preparation of client communication, presentations conducted and reports presented
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Designation: PP2489 – Drafting Specialist
Category: Corp – Direct Consulting
Posted by: Alexander Forbes
Posted on: 12 Oct 2025
Closing date: 13 Feb 2026
Location: Sandton
Purpose of the Job:
Overview:
Purpose:
Draft and manage Section 14 transfer applications end-to-end
Coordinate trustee signatures and submit to relevant authorities
Liaise with the FSCA, admin departments, and service consultants
Ensure compliance with legislation and internal procedures
Maintain confidentiality and respond to queries (written and telephonic)
Key Responsibilities:
Drafting & Submission:
Prepare Forms A, B, C, H, G, and II accurately
Submit signed applications to transferee funds and FSCA within 48 hours
Maintain accurate records using Tracker system
Turnaround Times:
Action new requests and respond to emails within required SLA
Maintain a minimum of 5 Section 14s completed weekly
Quality & Independence:
Analyze checklists and membership data for accuracy
Use Excel for data validation and error checking
Monitor daily tasks using “To Do list” and “Event Summary”
Teamwork & Development:
Participate in training and e-learning
Foster strong inter-departmental relationships
Contribute positively to team morale and knowledge sharing
Requirements:
Education & Experience:
Matric (Grade 12) required
NQF 4/5 in Employee Benefits or Retirement Funds (advantageous)
Experience in a similar role and industry knowledge preferred
Skills & Knowledge:
Intermediate MS Office and Excel
Familiarity with Khanya and Tracker systems
Understanding of Section 14 legislation and compliance standards
Competencies:
Attention to detail, problem-solving, and accountability
Strong communication, collaboration, and customer focus
Agility, innovation, and emotional connection to the brand
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Designation: PP2559 – HR Administrator
Category: Corp – Health Consulting
Posted by: Alexander Forbes
Posted on: 02 Feb 2026
Closing date: 11 Feb 2026
Location: Port Elizabeth
Purpose of the Job:
Provide efficient, accurate and timely customer focused enquiry advice as a point of Client HR Benefits Department contact to employees and 3rd parties. The incumbent will provide general guidance, assistance and resolutions in terms of employee information and administration ensuring the processes, procedures, organizational policies and relevant Legislation are managed and maintained correctly throughout the employee life cycle. Please note that the position is based in Uitenhage.
Overview:
Requirements:
Education:
Matric
HR Admin qualification
Code 08 Drivers License
Experience:
Minimum 5yrs experience in Retirement Fund Administration
Solid understanding of Retirement Funding, Medical Aid and relevant Legislation
Competencies:
Relationship building
Operational excellence
Problem Solving
Be able to work independently and within a team
Able to work under pressure and stress
Key responsibilities:
Retirement Funding
Retirements (Early & Normal)
Compulsory Funeral Principal Member Nomination Forms
Benefits Statements
Gate Passes
Catering and Venue Quotes, bookings and collections for various meetings
Assistant to the HR Administration Supervisor (Medical Aid/personnel records)
Manage all aspects of first line of customer contact and administration/transactions through email, telephone and face-to-face enquiries in accordance with operating protocols and procedures.
Ensure changes to employee’s records are completed in a timely manner with the appropriate authorization.
Knowledge of Payroll system (SAP & Ms Office)
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Designation: PP3127 – Service Consultant
Category: Corp – Health Consulting
Posted by: Alexander Forbes
Posted on: 27 Jan 2026
Closing date: 10 Feb 2026
Location: Stellenbosch
Purpose of the Job:
The purpose of the job is to assist a Service Consultant in delivering a professional and excellent quality of service and consulting advice to clients, in accordance with the Service level agreement and year planner. 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:
Requirements:
Education:
Matric
Accredited with CMS and FSCA
NQF 5
Regulatory Examination 5
Relevant Degree or equivalent (an advantage)
Experience:
2 – 3 years’ experience in a healthcare brokerage
Healthcare industry, product and legislative knowledge
Driver’s license – essential, willing to travel
Competencies:
Problem solver and pro-active
Ability to communicate effectively with colleagues, management and clients
Ability to work with both people and complex data
Ensure good self-management skills (adherence to deadlines, planning, prioritizing, ability to work under pressure and time management)
Microsoft Office competency
Key responsibilities:
Manage medical scheme membership retention
Billing Reconciliations knowledge and experience essential.
Ensuring confirmation of income is done quarterly.
Provide payroll contact training as and when required and maintain relationships
Conducting presentations and workshops for employer contacts, members and employees at year end and during the year as needed.
Monitoring and follow through outstanding member application forms, as well as monitoring of tracking report.
Ensuring that standard documents i.e. file notes, FNA’s and minutes of meetings are issued timeously as per consultants’ manual
Adherence to SLA deadlines
General administration, filing and updating on SharePoint. Electronic storing of minutes, FNA, file notes and reports etc
Year-end project planning participation including the preparation of client communication, presentations conducted and reports presented
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Designation: PP3248 – Contact Centre Agent
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 05 Feb 2026
Closing date: 16 Feb 2026
Location:
Purpose of the Job:
Interact with telephonically or via email to provide and process information in response to queries and requests. Provide the highest level of customer service to all clients taking full responsibility and accountability for the timely resolution of queries and requests.
Overview:
Requirements:
Education:
National Senior Certificate – Matric / Grade 12 (NQF Level 4): Essential
National Certificate – Customer Relationship Management (NQF Level 5): Advantageous
National Certificate – Contact Centre Agent Qualification (NQF Level 5): Advantageous
Experience:
Minimum 2 years proven work experience in a contact centre environment at a financial services organisation
Experience working on CRM and VOIP
Knowledge of customer service practices and principles
Excellent data entry and typing skills
Ability to speak more than 2 languages
Competencies:
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.
Key responsibilities:
Manage telephone calls professionally, efficiently and with good communication skills.
Accurately log all expressions of dissatisfaction from clients onto the complaints system.
Use appropriate greeting and closing/ending and exercise courteous mannerism. Build a rapport, by accurate use of voice, tone, pitch, body language/gestures.
Creating a positive client experience by providing accurate business information, escalate 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.
Individual’s 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
To assist in other areas within Business Support when required.
Act as a brand ambassador by modelling the Alexforbes values in every interaction with clients, colleagues, service providers and the general public
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Designation: PP3691 – Team Leader
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 28 Jul 2025
Closing date: 06 Feb 2026
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
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
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
Designation: PP4405 – Specialist
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 16 Sep 2025
Closing date: 13 Feb 2026
Location: Sandton
Purpose of the Job:
To ensure delivery of quality products after reviewing specific tasks to our internal and external Clients. Enhance procedures in line with standardisation, impact, and purposeful end to end processing of the value chain. 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 Operation & Administration must be maintained and improved by providing prompt, polite and efficient service
Overview:
Education
Grade 12 (Matric)
NQF 6
Post Graduate Management and Commercial Qualification at an NQF level 7 or Higher
Experience
3 – 5 years industry experience
Extensive Alex and Khanya system experience at Level 8
Sound knowledge of industry relevant regulations including FSCA and SARS directives and other legislation.
Demonstrate a track record of building internal and external relationships.
Strong client servicing skills, strong cross sell, up sell and persuasive techniques and is keen and experienced in client servicing standards.
Performs duties within own area with direction from line manager.
Compass and Alex (where applicable) system knowledge
Computer literate (outlook, excel (intermediate level) and word (basic))
Ability to review and understand the applicable legislation relevant to function
Key responsibilities
Monthly Contribution Reconciliations for Pension and Provident Funds
The specialist must ensure the correctness and quality of the following tasks assigned to the administrators/senior administrators:
The administrator must check the Collections – on – Hold report daily to identify any monthly contribution payments;
On receipt of the supporting schedules, the administrator has 24 hours to acknowledge receipt thereof and to verify if the schedules reconcile to the payments to proceed with the allocation of the contributions and the investment thereof;
The administrator must request any outstanding contribution schedules within 48 hours from receipt of payment/s;
The administrator must perform the allocation of contributions/investment of payments per the current Billing Procedure, when done manually or per compass payroll and not exceeding the service level standards timeline;
The administrator must ensure that the bills are submitted timeously to his specialist for checking and processing to ensure that the timeframes per the Service Level Agreement are met;
Dashboard reports to be checked to ensure all bills are processed.
The specialist must check the Collections – on – Hold, Dashboard and Khanya reports daily to ensure that the bills and any other deposits are processed, and if not, reason for possible intervention.
The specialist must report any bills not processed within the timeframe determined in the service level agreement to the supervisor/manager.
Maintenance of Member Data
The specialist must ensure the correctness and quality of the following tasks assigned to the administrators/senior administrators:
The administrator must check the static information of all members monthly and corrected where necessary. All amendments must be performed per the approved procedure;
The administrator must ensure that all additional static data (ID numbers, e-mail addresses, cellular numbers) is loaded with or soon after the bill has been processed, as this is important for the online access available to members;
The administrator must ensure when allocating contributions that the members are in the correct member groups and that the statuses of these members are correct (e.g. the status of a disability member should read Permanent Disability and not Active as the incorrect status could result in over deduction of expenses)
The administrator must ensure that the deductions are per the fund’s budget approved by the Board of Trustees/Manco;
The administrator must also review and discuss the Khanya report addressing critical data changes and possible swaps with his team leader/supervisor/manager.
Expense checks must be done monthly to ensure that all deductions have run off member record and correct where necessary.
The specialist must audit the Khanya critical data and possible swaps reports to identify any risk and ensure errors are corrected. Any risk must be reported to the manager.
The specialist must be able to check the documents and make the necessary changes on the system for any static changes. This includes the run of GDL’s.
Necessary reporting in terms of Section 13(A)
The specialist must ensure the correctness and quality of the following tasks assigned to the administrators/senior administrators:
Payment of monthly contributions must reflect in the bank account of the Fund by no later than the 7th of the month following. Supporting contribution schedules must be available to the administrator by no later than the 15th of the month following. If not or if the underpayment amounts to 2.5% of total contributions payable, the administrator must prepare the necessary letter regarding late payment interest to the Principal Officer.
The administrator must follow up bi-monthly in respect of any outstanding late payment interest.
The specialist must check and sign off the calculation prior to submission to the Principal Officer/Responsible Person and ensure Section 13A interest is collected.
Processing of various types of claims
The specialist must be able to check and authorize all types of claims;
The specialist must ensure that there is no undue delay in the authorization of claims, which includes claims managed by the centralized claims team;
The specialist must ensure that narratives are up to date at all times;
The specialist must ensure that all daily Alex/Khanya reports are being reviewed and report all risk areas to the manager.
The specialist must ensure that claims are paid within timeframes determined in the service level agreement.
Direct Housing Loans
The specialist must ensure the correctness and quality of the following tasks assigned to the administrators/senior administrators:
The administrator must acknowledge receipt of the loan within 24 hours from notification. This must be performed per the approved procedure;
The administrator must ensure that the loan is paid within the timeframes determined in the service level agreement.
The specialist must report any risk to the manager.
Preparation of monthly reporting for client meetings
The specialist must ensure the correctness and quality of the following tasks assigned to the administrators/senior administrators:
The administrator must prepare the monthly reports as accurate as possible and per the approved standards for the client as determined in the service level agreement.
The administrator must ensure that these reports are submitted to his senior administrator/team leader for checking as soon as possible after bills have been processed but not later than 48 hours prior to the meeting.
The specialist must check the accuracy of the reports prior to submission/presentation.
The completion of Administration Reports
The specialist must ensure the correctness and quality of the following tasks assigned to the administrators/senior administrators:
The administrator must ensure that he is familiar with the meeting dates at which these reports will be addressed;
The administrator must prepare and submit these reports timeously to his team leader/manager for checking as the duly checked reports must be submitted to the consultant/client within four weeks from the reporting period.
The administrator must be able to present these reports to the client and provide training if needed.
The specialist must check the accuracy of the reports prior to submission/presentation.
The specialist must advise the manager timeously should they not be able to meet the timeframes determined in the service level agreement.
The completion of Member Statements
The specialist must ensure that the below is done within the timeframe, also that the contents of the statements are correct in all aspects.
The administrator must ensure that he is familiar with the due dates for all statements: Benefit, Investment, Projection and DNA statements for the year;
These statements must be prepared and signed off by the team leader / consultant as soon as possible post the reporting period to ensure timeous distribution;
The administrator must be able to check these statements;
These statements must be printed, sealed and distributed to the client 48 hours prior to the deadline date;
The administrator must keep a control for these statements;
The administrator must adhere to the procedure when performing this exercise.
The specialist must advise the manager timeously should they fail to meet the timeframes determined in the service level agreement.
The completion of Recognitions of Transfer and allocation once received
The specialist must ensure the correctness and quality of the following tasks assigned to the administrators/senior administrators:
The specialist must ensure that the Recognition of Transfer is prepared and distributed in accordance with the payment instruction of the member exiting the fund. This should be performed per the approved procedure;
The specialist must also ensure that any requests for the completion of a Recognition of Transfer in respect of a member transferring in, must be completed and returned to the sender within 48 hours of receipt provided the administrator has record of the member transferring in. If no record, the administrator must acknowledge receipt of the request and complete the Recognition of Transfer as soon as he has record of the member transferring in;
The specialist must check the Collections – on – Hold report daily to identify any payments made in respect of completed Recognitions of Transfer.
The specialist must allocate these payments within 5 business days from date of payment to the member’s record and provide the transferring member with a Transfer Value Statement.
The specialist must ensure that the payment is allocated correctly: Member Post, Member Pre, Employer Pre, following receipt of the details from the transferring fund;
The specialist must follow up bi – monthly in respect of any outstanding payments due in respect of completed Recognitions of Transfer.
The specialist must be able to check and process these transfers in;
The specialist must monitor the follow ups to ensure it is done bi-monthly;
The specialist must report any risk to the manager, e.g. where feedback from the transferring fund is outstanding for an unreasonable period of time and the deposit is not allocated and invested for the benefit of the member.
Any changes on the fund with regard to rates/benefits/member groups/etc.
The specialist must ensure the correctness and quality of the following tasks assigned to the administrators/senior administrators:
The administrator must ensure that he is familiar with any correspondence relating to any changes on the system, e.g. rate changes, multiple of group life cover changes, normal retirement changes, etc.
The administrator must be able to complete the necessary documents for implementation of these changes;
The administrator must receive confirmation that these changes have been approved by his Manager / consultant and that the changes have been implemented on the system before attending to any allocation of monthly contributions.
The specialist must be able to check the document prepared by the administrator/senior administrator and apply the necessary changes timeously on the system.
The specialist must also ensure timeous communication to the accounts department/consultant once the changes have been applied.
Prepare information for the financial year end
The specialist must ensure the correctness and quality of the following tasks assigned to the administrators/senior administrators, and must also ensure that the deadlines are met:
The administrator must prepare all documents and files for financial yearend as requested by the accounts department / team leader/auditors;
The administrator must ensure that these documents/ files are saved on SharePoint for easy access.
The administrator must also ensure that the sample selection of claim files requested by the auditor are ready prior to the audit commencing.
The specialist must be able to assist the accounts department and auditors with any queries.
Risk reports
The specialist must review all Khanya risk reports daily to ensure the administrators/senior administrators are attending to the necessary and must report any risk to the manager.
Daily Tasks
Monitoring of Unallocated deposits
Monitoring of Switches on hold/unprocessed
Monitoring of R/D report in respect of payments returned
Monitoring of Claims that error
Monitoring of SARS extract errors
Monitoring of Home loans to be settled
Monitoring of timeous responses to emails
Monitoring of Critical Data changes report
Discussions with staff members regarding plans and tasks/deadlines
Checking and processing of bills / transfers in / claims
Ensure complaints are logged as and when these are received
Attending to AF Online and SharePoint for rejected claims/claims returned to business
Weekly Tasks
Check the Claims in Progress Report
Check the Bookover Report
Check Possible Swap reports
Check the dashboard reports for unprocessed deposits and bills outstanding to identify any risk
Provide feedback to supervisor/manager regarding the past week and discuss all risk areas
Monthly Tasks
Check Reports for client
Check Records with negative balances
Check Unpriced records
Check dashboard data reports
Check monthly life stage switch reports with special attention to life stage switches which errored out
Check ALM/HSI report, discuss the implications with the administrator/senior administrator and provide feedback to both Financial Control/Supervisor/Manager by no later than two weeks from receipt of report
Check holding accounts for team (where applicable)
Check that the S13A reminders are done
Provide feedback to the team with regard to the month’s statistics, strengths and weaknesses.
Check that housing loan audits have been conducted and all queries addressed
Ensure that the risk renewal reports have been sent to the Insurer.
Provide technical training for senior administrators and administrator
Design and development of training material – facilitator’s guide; learner guide as per expected standard
Develop written assessments
Conduct assessments
Stakeholder relationship
Establish strong, trust-based relationships with internal clients, external clients and other teams within AF.
Drive customer loyalty and retention through excellence in customer service support as well as a detailed understanding of the client and all aspects of the client and the market the client operates in.
Demonstrate the ability to assimilate all sources of information on the client and generate a cohesive and comprehensive plan that will mutually benefit the client and AF in line with TCF.
Work collaboratively with other departments to coordinate client interactions and resolutions to their needs.
Communicate effectively with our clients to resolve issues without escalations and ensure client expectations are met
Develop and maintain excellent business relations with new clients
Network and develop relationships and trust among clients to support new business growth
Ensuring that the TCF values are top of mind in all dealing with internal and external clients
Customer experience, TCF
Manage customer experience at all touch points
Implement the 6 TCF ways in daily operations
Operational & Financial success
Minimize expenses in line with Branch standards and limits
Eliminating PI Claims
Quality Assurance
Ensuring the SLA/SLS are being adhered to by staff
Ensuring the output produced by staff are of the highest quality
Living the zero error culture and impacting on the elimination of E&O’s
Competencies
Execution Excellence
Delivery
Operational Excellence
Accountability
Customer Connection
Building Relationships
Functional competencies
Core administration
Operational, programme and technical execution
Business transformation
Operational management
Digital understanding and solutions
Designation: PP4501 – Fund Accountant
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 05 Feb 2026
Closing date: 16 Feb 2026
Location: Sandton
Purpose of the Job:
To maintain a portfolio of tier 3 or 4 clients, by completing the daily/monthly/quarterly and annual tasks and producing Annual Financial Statements of the highest quality to be audited and released to Clients per SLS, and submitted to the FSCA per prescribed deadline dates.
Overview:
Requirements:
Education:
Matric
Relevant Accounting Degree/ Tertiary Qualification or studying towards one
Experience:
Minimum of 5 years Retirement Fund industry work experience or experience in the Accounting field
Strong retirement fund industry knowledge
Strong accounting skills
Competencies:
Excellent working knowledge of Microsoft packages, especially Excel. Knowledge of in-house packages advantageous
Good knowledge of the Retirement Fund Industry
Analytical Skills
Technical proficiency
Detailed Orientated
Key responsibilities:
Management of bank account justifying the bank account balance and processing all investments and disinvestments instructions timeously
Complete a Bank Reconciliation of Cash at Bank, Investments and clearing accounts for each Fund as per procedure monthly
Compile Trustee Cashflow reports as per procedure monthly
Completion of monthly Asset and Liability Matching queries with no highly significant issues
Management of individual expenses to avoid overruns
Manage the audit process to avoid cost overruns
Produce quality financial statements 2 weeks prior to the commencement of an audit
Ensure that all financial statements are released to clients within 4 months and signed for submission to the FSCA within 6 months after year end.
Maintaining and prepare all funds destined for closure with training and guidance.
Resolving all queries to FSCA within the required 30 days from receipt
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Designation: PP4574 – Contact Centre Agent
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 05 Feb 2026
Closing date: 16 Feb 2026
Location: Sandton
Purpose of the Job:
Interact with telephonically or via email to provide and process information in response to queries and requests. Provide the highest level of customer service to all clients taking full responsibility and accountability for the timely resolution of queries and requests.
Overview:
Requirements:
Education:
National Senior Certificate – Matric / Grade 12 (NQF Level 4): Essential
National Certificate – Customer Relationship Management (NQF Level 5): Advantageous
National Certificate – Contact Centre Agent Qualification (NQF Level 5): Advantageous
Experience:
Minimum 2 years proven work experience in a contact centre environment at a financial services organisation
Experience working on CRM and VOIP
Knowledge of customer service practices and principles
Excellent data entry and typing skills
Ability to speak more than 2 languages
Competencies:
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.
Key responsibilities:
Manage telephone calls professionally, efficiently and with good communication skills.
Accurately log all expressions of dissatisfaction from clients onto the complaints system.
Use appropriate greeting and closing/ending and exercise courteous mannerism. Build a rapport, by accurate use of voice, tone, pitch, body language/gestures.
Creating a positive client experience by providing accurate business information, escalate 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.
Individual’s 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
To assist in other areas within Business Support when required.
Act as a brand ambassador by modelling the Alexforbes values in every interaction with clients, colleagues, service providers and the general public
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Designation: PP4616 – Claims Administrator
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 05 Feb 2026
Closing date: 16 Feb 2026
Location: Sandton
Purpose of the Job:
Education:
Grade 12 (Matric)
Successfully passed the AF and branch tests/assessments
Experience:
2-3 yrs industry related work experience
Competencies:
Compass and Alex (where applicable) system knowledge
Computer literate (Outlook, Excel (intermediate level) and Word (basic))
Good oral & written communication skills
Ability to understand and apply Retirement Fund Rules
Ability to review and understand the applicable legislation relevant to function.
Key responsibilities:
Maintaining & managing Fund Allocations
Eliminating PI Claims
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
Checking of direct /indirect housing loans where applicable
Preparing of monthly reporting for client meetings.
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
Timeous & Accurate client and member communication in line with company and branch procedures and controls.
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
We wish you all the best with your applications
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…