Key Responsibilities:

Providing exiting employees, who are Fund members, with Retirement Options Counselling and information upon request  Calculation and distribution of Retirement Projections upon member request Engage members reaching normal and planned Retirement age to initiate the process Maintaining an audit trail of all interactions with members using the relevant systems and processes Providing employees or dependents with the necessary Funeral claim documentation and prompt process of the Funeral Claim upon receipt of the necessary documentation and information Ensuring prompt and regular follow ups on all claims with the relevant stakeholders in order to ensure seamless claims process Collation, vetting and retention of all the supporting documentation on the members’ record Ensure timeous correspondence with the relevant member within SLA.  Submitting the claim to the Fund administrator according to legislation such as the Pension Funds Act and/or relevant legislation Timeous and accurate electronic claim submission via the Fund administrator’s administration system The prompt attention and resolution of member queries related to the Retirement Fund, death, disability and funeral in RSA and ROA Continuous focus on process improvement and efficiencies as well as identifying risks and provide possible solutions to correct and mitigate possible risks Ensure the relevant process reports are completed and current in line with the relevant departmental SLA Ad hoc duties and projects aligned to departmental KPA’s

Qualification and Experience:

Matric 3-4 years Administration experience 2 years Retirement benefit counselling and Funeral Claim processing Working knowledge of the Pension Funds Act English (essential), Afrikaans and/or African languages  Experience working on or familiar with administration systems 

Skills:

Good verbal and written communication skills Strong interpersonal and customer service skills A thorough, organised and methodical approach to work with the aim of meeting deadlines  Good problem-solving and prioritization skills  Good working knowledge of MS office (Outlook, Word and Excel (essential) Excellent administrative skills and exceptional accuracy and attention to detail Self-disciplined with the ability to work under pressure, independently and as part of a team Good numerical and analytical ability High adaptability, flexibility, resilience and agility Innovative thinking to identify process efficiencies and successfully implement measures to streamline processes

Behaviours:

Applies market and business insights in order to drive organisational objectives Effectively works with others to achieve shared goals Develops plans and prioritises initiatives that align to the organisational goals and objectives Assesses and improves the efficiency, effectiveness, and quality of various work processes Interprets and simplifies complex and contradictory information when resolving organisational problems Takes accountability and ensures others are held to account on agreed upon performance targets Readily takes on new challenges and opportunities with a sense of urgency and eagerness  Conveys information and communicates ideas in a clear, concise and impactful manner  Inspires trust and gains the confidence of others by displaying honesty and integrity  Leverages new technology to enhance productivity, improve problem solving, and support business growth

Preference will be given, but not limited to, candidates from designated groups in terms of the Employment Equity Act.