42 Other Administration/PA/Secretary jobs in Johannesburg on Job Mail

The Section 37C, Disability and Funeral Claims specialist administrator is responsible to accurately and timeously perform all Section 37C related activities through the co-ordinating of death, disability and funeral claims information as per agreed service levels between SALT EB and the Fund and support the trustees with the death, disability and funeral claims process whilst meeting production standards.

To provide efficient administration and verification service in respect to quality assurance of risk claims that results in the improvement of client service and to minimize financial risk. The responsibility is to ensure that all claims and related documents conform to the set standards, within the agreed service levels and that the claim is ready for processing.

The duties include requesting information, responding to enquiries and providing assistance to members and beneficiaries, Compliance, Client Services, the Contact Centre, employers and external service providers.

Areas of Responsibilities

KEY ACTIVITIES

• Perform all Section 37C related activities which include the complete death claim processing cycle of all death claims, all death related enquiries and complaints.
• Liaise with members, beneficiaries, employers and/or relevant stakeholders in a professional manner in order to obtain and clarify details regarding the claims (both verbal and written).
• Quality assure and review the death claim documentation in order to ensure the documentation is accurate, complete and compliant with relevant legislation.
• Liaise with the relevant affiliations in order to resolve issues around incorrect or incomplete documentation.
• Prepare investigation report detailing findings together with motivation for the distribution of the benefit for the Trustees to verify and approve at the Death Benefit Disposal Sub-Committee meeting.
• Prepare a report on death cases for presentation to Trustees at the Death Benefit Disposal Sub- Committee meeting on a monthly basis.
• Report on inflow and outflow of death claims statistics for Fund.
• Process payment of death once approved by Trustees within the agreed service levels.
• Keep abreast of all requirements in the retirement industry as set out by the FSCA and the relevant legislation.
• Process Section 37C claims according to the rules, policies, legislation, administration procedures and the service level agreement.
• Provide accurate information to clients in order to ensure that they receive appropriate service.
• Build and maintain relationships with internal and external stakeholders.
• Deliver on service level agreements agreed between internal and external stakeholders in order to ensure that expectations are managed with beneficiaries.
• Make recommendations to improve client service and fair treatment of clients within area of
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Meet production standards in terms of quantity and quality.
• Provide regular reports on the delivery of services against agreed service level agreements and in terms of overall customer targets.
• Devote the whole of your time, attention and abilities during working hours to the discharge of your duties with strict accuracy.
• Any other duties as determined by the business needs and participate in all organizational events as required.
• Work overtime as determined by the business needs and in terms of the company policy.

RECORD KEEPING AND FILING

• Attach all email correspondence to the deceased or disabled member's Everest record.
• Record all appropriate member notes on deceased or disabled member's Everest record.

QUERY RESOLUTION

• Attend to all email and telephonic enquiries both internal and external.
• Assist Compliance, Client Services, the Contact Centre, employers and external service providers to resolve queries.
• Follow through and provide client with on-going feedback until enquiry is resolved.
• Support a positive and responsive climate for client enquiry resolution.
• Action all escalated enquiries within 24 - 72 hours.

TEAM SUPPORT

• Accept accountability and take responsibility for any work done or allocated.
• Display a willing and helpful attitude.
• Action any other responsibilities allocated by the Team Leader and or Head of.

RELATIONSHIP MANAGEMENT

• Build and maintain relationships at all levels with employers, service providers and internal departments to enhance organizational effectiveness and efficiency.
• Use your best endeavors’ to properly conduct, improve, extend, develop, promote, protect and preserve the business interests, reputation and goodwill of the company

TIME MANAGEMENT

• Excellent time management.
• Must be available to work overtime when the need arises.
• Flexible and ability to work under pressure and multitask.

QUALIFICATIONS

• Matric certificate with mathematics
• COP on Retirement Funds or equivalent qualification
• Good command of English
• Ability to communicate in one or more African languages
• FICA Awareness training

ESSENTIAL KNOWLEDGE, SKILLS & EXPERIENCE

• At least 3 – 5 years employee benefits / retirement fund administration experience specifically in a similar role assessing Section 37C claims and dealing with beneficiaries, employers and other stakeholders.
• A solid knowledge of pension fund legislation, (specifically Section 37C), regulations and
• Analytical and investigative.
• Everest experience will be advantageous.
• Good knowledge of Microsoft Outlook, Word and Excel.
• Excellent numerical skills with attention to detail and accuracy.
• Methodical and meticulous.
• Good verbal and written communication skills.
• A self-starter who can work independently with minimal support but who can also work in a team environment.

ORGANIZATIONAL VALUES

• Ensure adherence to all organizational objectives
• Devote the whole of your time, attention and abilities during working hours to discharge of your duties with strict accuracy.
• Use your best endeavors to properly conduct, improve, extend, develop, promote, protect and preserve the business interest, reputation and goodwill of the company.
• Any other duties as determined by the business needs and to participate in all organizational events as required.

ADDITIONAL

• Self-starter
• Innovative thinking
• High ethics
• Needs to appreciate the importance of filing and reports
• Detailed orientated

The Contributions Administrator is responsible for the accurate and timeous processing of contributions within the agreed service level between SALT EB and the Fund and meeting production standards. The duties include requesting information, responding to enquiries and providing assistance to Client Services, the Call Centre, Claims team, employers and external service providers.

Areas of Responsibilities

Key Activities

• Perform all contribution related activities which include the complete contribution processing cycle of all contributions, all contribution related enquiries and complaints.
• Process contributions according to the rules, policies, legislation, administration procedures and the service level agreement.
• Process refunds according to administration processes within the service level agreements.
• Meet production standards in terms of quantity and quality.
• Liaise with employers and service providers both written and verbal.
• Devote the whole of your time, attention and abilities during working hours to the discharge of your duties with strict accuracy.
• Ensure email communication, whether internal or external is dealt with professionally and within the service level agreement.
• Any other duties as determined by the the business needs and participate in all organizational events as required.

Record Keeping and Filing

• Attach all email correspondence to the member's record.
• Record all appropriate member notes on member's Everest record.

Query resolution

• Attend to all email and telephonic enquiries both internal and external.
• Assist Client Services, the Call Centre, Claims team, employers and external service providers to resolve queries.

Applying the rules, policies and administration procedures of different funds in accordance

• with the Co standards service level agreements
• Follow through and provide client with on-going feedback until enquiry is resolved.
• Support a positive and responsive climate for client enquiry resolution.
• Action all escalated enquiries within 24 - 72 hours.

Team Support

• Accept accountability and take responsibility for any work done or allocated.
• Display a willing and helpful attitude.
• Action any other responsibilities allocated by the manager.
• Cheque releasing, Year ends & Benefit statements

Relationship Management

• Build and maintain relationships at all levels with service providers and internal departments to enhance organizational effectiveness and efficiency.
• Use your best endeavors to properly conduct, improve, extend, develop, promote, protect and preserve the business interests, reputation and goodwill of the company

Time Management

• Excellent time management.
• Must be available to work overtime when the need arises.
• Flexible and ability to work under pressure and multitask.

Education, Language & Qualifications

• Matric certificate with maths.
• Good command of English.
• FICA awareness training.

Essential Knowledge, skills and Experience

• At least 2 years employee benefits / retirement fund administration experience specifically in a similiar role processing retirement fund contributions and dealing with employers and external providers.
• A solid knowledge of pension fund legislation, (specifically Section 13A), regulations and guidelines.
• Everest experience will be advantageous.
• Knowledge and understanding of unitisation.
• Good knowledge of Microsoft Outlook, Word and Excel.
• Excellent numerical skills with attention to detaill and accuracy.
• Methodical and meticulous.
• Good verbal and written communication skills.
• A self-starter who can work independently with minimal support but who can also work in a team environment.

The purpose of this role is to ensure the day to day management of a team of Agents, in a manner that is in line with excellent service delivery. Coaches the team in order to ensure quality of delivery meets the appropriate standard. Communicates information in a timely, accurate and understood manner to all team members. Ensure that all Human Resources policies and procedures are observed.

Areas of Responsibilities/Key Activities

• Monitor attendance of training interventions. Identification of training and development needs and provide feedback to the Manager.
• Provide monthly report and weekly team stats submission
• Provident the Manager with a queries spreadsheet on a daily basis before 8h30.
• Ensure that Agents achieve a 95% call success rate.
• Ensure regular feedback is given to Agents with regards to action plans that have been set.
• Track and accurately update operational performance files for Agents on a weekly basis and ensure that daily stats is compiled and submitted to the Manager before 8h00 daily
• Assisting the Agents with adhoc activities.
• Answer a call within 3 rings.
• Draw and maintain a walk-ins report daily and lunch roster to be submitted to the Manager weekly.
• Ensure that abandoned calls are returned and listen in on voice calls regularly.
• Drive the focus on improving the customer experience on every interaction through call listening, quality checking, coaching and feedback.
• Retains ownership where applicable and takes actions to resolve queries and provide customer feedback.

Record Keeping and Filing

• Accurate interpretation and reporting of team.
• Compiling and sending reports as required by the business for relevant updates

Reporting

Track and accurately update operational performance files for Agents on a weekly basis and ensure that daily stats is compiled and submitted to the Manager before 8h00 daily.

Query resolution

• Drive the focus on improving the customer experience on every interaction through call listening, quality checking, coaching and feedback
• Work to resolve all customer queries that are escalated or are identified as detracting from the positive customer experience that we intend to generate.

Innovative and Team Player

• Drive teams performance on systems and all metrics in accordance to the contractual obligation.
• Self motivated.

Relationship Management

• Ensure that all Human Resources policies and procedures are observed.
• Takes personal responsibility for coaching and mentoring others.

Time Management

• Excellent time management.
• Flexible and ability to work under pressure and multitask.

Education, Language & Qualifications

• Valid Matric certificate
• Clear credit and criminal record 2 years’ experience within a call center agent
• Previous leadership and people management experience would be preferential

Essential Knowledge, skills and Experience

• Good knowledge of overall call center processes
• Good knowledge of Microsoft Outlook, Word and Excel
• Accuracy
• Technical skills in the development / coaching of others
• Customer-centric approach

The Call Centre Agent is responsible to answer all inbound calls and attend to all walk-in visitors, identify the caller / visitor, respond to the enquiry / request either verbally or in writing and process and accurately record all information received within the set service level agreements. The Call Centre Agent is responsible to return voice messages and abandoned calls and contact members to obtain outstanding information. The Call Centre Agent provides assistance to the employer, member, the consulting and claims teams and external service providers. The Call Centre Agent reports to the Call Centre Manager.

DUTIES AND RESPONSIBILITIES

• Answer call within 3 rings.
• Attend to all walk-in visitors.
• Investigate and resolve all member benefit statement related enquiries.
• Escalate urgent requests by completing the claim escalation sheet daily.
• Identify caller / visitor and verify security information by requesting the callers / visitor’s designation / relation and or employee number, ID number, employer name or levy number.
• Obtain enquiry / request by actively listening; display the ability and desire to listen and be sensitive to callers / visitor’s needs.
• Repeat the enquiry / request and ask multiple questions to understand the enquiry / request.
• Respond to the enquiry / request by resolving the enquiry / request with an appropriate response or solution in a quick and accurate manner and to the caller's / visitor's satisfaction.
• The Call Centre Agent requires a knack for subtly steering conversations to diffuse anger and resolve issues and concerns which is essential when communicating with callers / visitors.
• The Call Centre Agent must recognize when to express empathy (one of the most important qualities), how courtesy conveys respect and the power that the tone of voice has on caller / visitor perceptions.
• Respond to all calls / visitors in a professional and courteous manner and display a positive attitude - Call Centre Agents are the face of the company.
• Be a team player at all times as successful call centres are staffed by agents who act as a team.
• Treat each enquiry / request uniquely to ensure client satisfaction.
• Be able to effectively multi-task.
• Attend to customer needs on the phone, update records on the system, take notes, and complete other post-call duties.
• Be organised and efficient in order to complete all tasks quickly and accurately.
• Respond to allocated emails within 24 - 48 hours with the appropriate response.
• Strictly adhere to the rules and policies of the Fund, legislation, administration procedures and service level agreements.
• Maintain and improve quality results by adhering to standards and guidelines; recommend improved procedures.
• Attend internal and external training required.
• Meet production standards in terms of quantity and quality.
• Accept accountability and take responsibility for tasks.
• Build and maintain relationships at all levels with internal departments to enhance organizational effectiveness and efficiency.
• Devote the whole of your time, attention and abilities during working hours to the discharge of your duties with strict accuracy.
• Use your best endeavors to properly conduct, improve, extend, develop, promote, protect and preserve the business interests, reputation and goodwill of the company.
• Any other duties as determined by the business needs and to participate in all organizational events as required.
• Participate in work forums created by the employer such as Occupational health and Safety and Employment Equity.

PURPOSE OF THE ROLE:

• To ensure compliance in the Private Security Sector Provident Fund (PSSPF) by participating employers to the Pension Fund’s Act of 1956 with specific emphasis to Section 13A.
• To ensure compliance in the National Bargaining Council Private Security Sector (NBCPSS) by all security companies in the industry.
• Inform and ensure that transgressing employers are charged LPI and pay it over to PSSPF or NBCPSS
• To ensure employers who comply with the Act as per above are issued with Compliance Letters for PSSPF and Compliance Certificates for NBCPSS
• To perform inspections as various employers and provide reports to NBCPSS
• To deal with member complaints coming from the NBCPSS and to provide feedback on the complaints
• To keep participating employers up to date with PSSPF and NBCPSS industry information that affects both employers and their employees.
• To create and maintain relationships with all relevant stakeholders i.e. PSIRA, Unions etc.
• To manage the relationship between participating employers and the back office.
• To understand NBCPSS and PSSPF operational requirements and be able to explain to participating employers.
• Be responsible for new employer registration in their designated working regions for both the PSSPF and NBCPSS
• Ensure complete and accurate documents are sent to the back office for registration of new employers

KEY ACTIVITIES

• Investigate employer Non-Compliance with NBCPSS and PSSPF
• Ensure that compliant employers receive compliance certificates for both NBCPSS and PSSPF
• Perform employer inspections as required by the NBCPSS
• Receive and attend to stakeholder complaints and report on outcomes
• Perform PSSPF and NBCPSS awareness and member education for all stakeholders
• Refer all employers requesting AOD arrangements to the Fund and be part of any sessions and outcomes
• Ensure that all new employers are registered with the PSSPF and NBCPSS as per the PSSPF SLA and Main Collective Agreement

Reporting and Admin

• Submit weekly visits and engagements weekly
• Provide a yearly and monthly planner for review
• All travelling requests to be done in line with the year planner. Any urgent requests to be accompanied by motivation.

Innovation and Team Player

• Be a team player at all times, meaning work well with your colleagues.
• Treat each client with respect.
• Build and maintain relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.

Relationship Management

• Strictly adhere to the rules and policies of the Fund, legislation, administration procedures and service level agreements.
• Maintain and improve quality results by adhering to standards and guidelines; recommend improved procedures.
• Attend internal and external training required.

Time Management

• Excellent time management.
• Flexible and ability to work under pressure and multitask.

KPI

1. 70% of employers must pay contributions on time and send schedules on time, portfolio of evidence to show effort to ensure objective is met.
2. Portfolio of evidence on non-compliant employers and those that have been passed on to the legal team and legal and compliance
3. Portfolio of evidence (inspection sheets) of all inspections carried out.
4. No outstanding documentation of more than a month for new employer registrations
5. Number of new employers registered versus total employers engaged
6. Portfolio of evidence submitted to support all work done
7. Evidence of engagements with stakeholders
8. Employer engagements per month and communication as per required deliverables to employers in your regions or portfolio.
9. Portfolio of evidence for all employer engagements
10. Evidence of sharing of Fund and NBC information as and when required
11. Updated employer addresses
12. All reports submitted on time and accurate

COMPETENCIES REQUIRED

• Matric
• Basic Excel skills
• Communication (Written and Verbal)
• English (Business writing and email etiquette)
• Stakeholder management (CRM)
• Industry knowledge and at least 2 years Industry experience
• Accuracy and attention to detail
• Judgement and Decision Making
• Working under pressure And Deadline driven
• Organizational skills / Planning and prioritizing
• Interpersonal skills
• Settings goals
• Cross team collaboration
• Innovation
• Management of time
• Customer service
• Negotiation skills

ASSESSMENT

• Industry knowledge
• Excel – intermediate
• Excellent customer service
• Time management/Planning
• Negotiation skills
• English (Reading, Speaking)
• Report writing

PURPOSE OF THE ROLE

The SDE Consultant will be responsible for overall delivery of designated client & managing the relationship.

RESPONSIBILITIES

Grow Relationships:

• responsible for servicing & retaining the major client assigned to them
• responsible for identifying enhancements & implementing where approved
• track SLA delivery and manage accordingly at all levels including ee & er
• ensure all required information reaches clients & relationship is developed

Reduce Unresolved Queries :

• Stakeholder engagement for client i.e. PFA, FSCA, Other
• Resolution of escalated queries and/or communicating with client on problem areas
• Treating stakeholders with care & in line with TCF, POPI & other applicable legislation

Effective - Solution Driven.

• manage delivery and query resolution to avoid complaints/escalations
• Demonstrate commitment & determination to providing solutions to clients
• Will be required to perform other functions from time to time

Efficient - Delivery Management

• to be punctual, meetings with internal & external service providers to remain current
• Costs to be considered, demonstrating most effective methods for servicing client
• Ensure comprehensive and speedy resolution to client queries
• Internal & External reporting to be submitted timeously - escalating where necessary

NEW–SALTEB Brand

• Professional communication, updating client, well presented & knowledgeable on Fund
• Annual planner for client and managing expected delivery internally and with client
• Identify gaps & map possible solutions for client and/or internal processes
• Improve client experience of SALT EB by streamlining processes & delivery

Competencies required:

• Matric
• Excel
• Communication (Written and Verbal)
• English (Business writing and email etiquette)
• Stakeholder management (CRM)
• Industry knowledge and experience
• Accuracy and attention to detail
• Judgement and Decision Making
• Working under pressure And Deadline driven
• Organizational skills / Planning and prioritizing
• Interpersonal skills
• Settings goals
• Cross team collaboration
• Innovation
• Management of time

QUALIFICATIONS

• Relevant BCom, or Bachelor’s Degree, MBA Preferable
• 10 years’ experience in a similar position
• EB experience
• Financial Acumen
• Certified Financial Planner (NQF Level 5) and other professional education requirements
• RE1 & RE5 qualification
• Employee Benefit Consulting experience of 10 years essential
• Excellent command of English
• 5years experience in the Retirement Fund industry/Employee Benefits
• Ability to work independently and as a team member
• Knowledge of other SA Legislation
• solving skills
• Excellent communication skills (verbal & written)
• The incumbent may not be someone previously removed from an office of trust
• based on misconduct involving dishonesty
• The incumbent may not hold a criminal record

ORGANIZATIONAL VALUES

• Ensure adherence to all organizational objectives
• Devote the whole of your time, attention and abilities during working hours to discharge of your duties with strict accuracy.
• Use your best endeavours to properly conduct, improve, extend, develop, promote, protect and preserve the business interest, reputation and goodwill of the company.
• Any other duties as determined by the business needs and to participate in all organisational events as required.

The Contributions Manager is responsible for the overall management of the contribution department. The duties include, managing, planning, monitoring and reporting. Providing assistance to Client Services, the Call Centre, Claims team, employers and external service providers. The Contributions Manager reports to the Head Administration.

AREAS OF RESPONSIBILITIES

Meet production standards in terms of quantity and quality.

Liaise with employers and service providers both written and verbal.

Devote the whole of your time, attention and abilities during working hours to the discharge of your duties with strict accuracy.

Ensure email communication, whether internal or external is dealt with professionally and within the service level agreement.

Coordinate and monitor all contribution related activities which includes monthly contribution cycles, ad hoc contributions, data maintenance and client enquiries.

• Ensure all funds comply and is administered according to the rules, policies, legislation, administration procedures and the service level agreements applicable to each fund.
• Identify, develop, enhance and implement policies and procedures that are relevant to the contributions department.
• Follow up on audit findings and recommendations.
• Compile job descriptions for all levels within the contributions department.
• Set and agree performance areas with staff and manage employee performance.
• Delegate work to staff.
• Coordinate departmental leave.
• Compile accurate reports required by management in the required format.
• Any other duties as determined by the Head: Administration.

RECORD KEEPING AND FILING

• Keep all email correspondence for future reference

QUERY RESOLUTION

• Attend to all email and telephonic enquiries both internal and external.
• Assist Client Services, the Call Centre, Claims team, employers and external service providers to resolve queries.
• Follow through and provide client with on-going feedback until enquiry is resolved.
• Support a positive and responsive climate for client enquiry resolution.
• Action all escalated enquiries within 24 - 72 hours.
• Report any irregularities to the Head: Administration.
• Monitor escalations and complaints and recommend preventative measures.

TEAM SUPPORT

• Accept accountability and take responsibility for any work done or allocated.
• Display a willing and helpful attitude.
• Select, assign, lead and manage people
• Train, mentor and coach staff.
• Maintain staff relations.

RELATIONSHIP MANAGEMENT

Build and maintain relationships at all levels with service providers and internal departments to enhance organisational effectiveness and efficiency.

Use your best endeavours to properly conduct, improve, extend, develop, promote, protect and preserve the business interests, reputation and goodwill of the company

TIME MANAGEMENT

• Excellent time management.
• Must be available to work overtime when the need arises.
• Flexible and ability to work under pressure and multitask.

EDUCATION, LANGUAGE AND QUALIFICATIONS

• Matric certificate with maths.
• Good command of English.
• FICA awareness training.

ESSENTIAL KNOWLEDGE, SKILLS AND EXPERIENCE

• At least 6 years employee benefits / retirement fund administration experience specifically in a similiar role processing retirement fund contributions and dealing with employers and external providers.
• A solid knowledge of pension fund legislation, regulations and guidelines.
• Everest experience will be advantageous.
• Knowledge and understanding of unitisation.
• Good knowledge of Microsoft Outlook, Word and Excel.
• Excellent numerical skills with attention to detail' and accuracy
• Methodical and meticulous.
• Good verbal and written communication skills.
• A self-starter who can work independently with minimal support but who can also work in a team environment.

The Snr Manager will be responsible for working with the Head Admin to provide strategic direction and input re. The Claims function of SEB in line with client needs and working closely with the Executives and IT to implement and drive strategic changes. To manage a large team of client services administrators for a portfolio of funds. Lead the team and manage workflow.

The Senior Manager will have the responsibility of overseeing and managing all claim related functions relative to various funds. S/he will lead the teams and manage workflows. The duties include providing quality administration to Trustees, members, employers and intermediaries of Participating Employers, Client Services Support team and external service providers. The Senior Manager is responsible for ensuring that the client services agreements, client service level agreement and regulatory obligations are honored. The Senior Manager will be responsible for attending client and trustees meeting and is also required to work closely with all internal serving teams to ensure excellent service delivery. The Senior Manager reports to the Head of Admin.

RESPONSIBILITIES

• Responsible for managing all the related claims administration functions
• Responsible for initiation and roll-out of strategic initiatives and ensuring the highest service levels to clients
• Ensuring adherence to legislation and client expectations
• People Management : Training and empowerment of staff, Staff retention and recruitment, Succession planning, Recruit and train personnel and allocate responsibilities and office space
• Assess staff performance and provide mentoring and guidance to ensure maximum efficiency
• Ensure claims functions operate within budget
• Ensure required reporting to internal and external stakeholders
• Ensure maintenance of client relationships
• Responsible for the management of both strategic and operational projects related to the area – E.g. Planning for backlog / legacy work
• Ensure business systems are utilized optimally and effectively
• Maintaining interdivisional communication and relationships
• Managing the team to ensure compliance of set timelines and standards as defined in SLA with specific reference but not limited to following business events:
  • All claim type activity (Everest)
  • Claim event communication
  • Full administration function on Funds (Everest)
  • Insured benefits with reference to premiums and claims (Everest)
• Take full responsibility for the planning and coordination of the administrative procedures and systems and devise ways to streamline processes
• Ensure the smooth and adequate flow of information within the team to facilitate other business operations
• Manage team deadlines
• Applying the rules, policies, legislation and administration procedures of the relevant Funds in accordance with the company’s standards, policies and relevant service level agreements
• Work closely with the CRM to ensure effective, timeous and accurate reporting to the clients
• Prepare and present exemplary consolidated reports on all Claim administration matters

RECORD KEEPING AND FILING

• Ensure all documentation relating to funds are saved in the member profile on the system by the administration teams
• Ensure appropriate notes are recorded in the member profile on the system by the administration teams
• Ensure teams comply with the full fund administration system filing

REPORTING

• Ensure teams prepare, analyses and present ad hoc reports as and when requested
• Ensure teams prepare, analyses and present an accurate report for Trustees meetings
• Have the ability to report at Trustee meetings

QUERY RESOLUTION

• Ensure teams attend to queries or inquiries by members within the required timelines
• Provide assistance to Employers or service providers where necessary

INNOVATIVE & TEAM PLAYER

• Be able to work independently with minimal supervision
• Abide by audit findings as directed
• Build and maintain supportive relationships both internally and externally

RELATIONSHIP MANAGEMENT

• Build and maintain positive relationships with all clients and service providers
• Build and maintain supportive relationships with teams internally
• Ensure that all communication sent internally and externally is dealt with professionally

TIME MANAGEMENT

• Devote the whole of your time, attention and abilities during working hours to the discharge of your duties.
• Meet production standards in terms of quantity and quality.
• Manage work outflow timeously
• Innovative and Team Player
• Self-starter and ability to work independent
• Liaison with the Fund representatives or service providers to facilitate the resolution of complaints
• Actively participating and be actively involved in the strategic management of the office
• Be sufficiently familiar with organizational development and change management processes to
• have a positive impact on the management of a team
• Maintain strong relationships with stakeholders and relevant Authorities

COMPETENCIES REQUIRED

• The minimum requirements and preferred attributes for the position are:
• Relevant BCom or Bachelor’s degree
• 15 years’ experience in Financial Services
• 10 years in Senior Managerial positions
• Employee Benefit Administration experience
• Employee Benefit Accounting experience
• Higher Certificate in Business Studies / Retirement Funds
• Matric
• Excel
• Communication (Written and Verbal)
• English (Business writing and email etiquette)
• Stakeholder management (CRM)
• Industry knowledge and experience
• Accuracy and attention to detail
• Judgement and Decision Making
• Working under pressure And Deadline driven
• Organizational skills / Planning and prioritizing
• Interpersonal skills
• Settings goals
• Cross team collaboration
• Innovation
• Management of time

QUALIFICATIONS

• Relevant BCom, or Bachelor’s Degree, MBA Preferable
• 10 years’ experience in a similar position
• EB experience
• Financial Acumen
• Excellent command of English
• 5years experience in the Retirement Fund industry/Employee Benefits
• Ability to work independently and as a team member
• solving skills
• Excellent communication skills (verbal & written)
• The incumbent may not hold a criminal record

ORGANIZATIONAL VALUES

• Ensure adherence to all organizational objectives
• Devote the whole of your time, attention and abilities during working hours to discharge of your duties with strict accuracy.
• Use your best endeavors to properly conduct, improve, extend, develop, promote, protect and preserve the business interest, reputation and goodwill of the company.
• Any other duties as determined by the business needs and to participate in all organizational events as required.

PURPOSE OF ROLE

• The ability to investigate and apply expertise to data with an intended objective to deliver on the specific area of expertise.
• The ability to Analyze data and extract trends to ensure improvement of processes and or customer satisfaction. This could be in the form of innovative ideas as well as the task of compiling reports.
• Engage and list to current challenges in the team/business and use expertise to Trouble shoot issues in order to provide workable solutions
• The ability to tackle a Problem with the intent of using expertise/capability and or experience to resolve speedily
• Perform quality assurance based on the specialized requirements of the role.
• Should be able to ensure strong stake holder management ito Communication ie. feedback to clients, managing clients, responding to clients, attend to queries timeously
• Engage in a professional manner whether it be verbal or face to face
• Have the ability to communicate via different communication channels
• Ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with the KPI and values of the company)
• Be a strong team player
• Have both both industry knowledge and experience
• Ensure that the role is carried out with the relevant accuracy, attention to detail and following instructions.
• Ensure that judgement and attention to detail is applied to the role
• Ensure that the role is completed within required deadlines and should have the ability to organize, plan, set goals and deliver accordingly.
• Strong interpersonal skills as cross team collaboration is required.
• Have the ability to innovate in the role
• Quality of work should be thorough
• Conscious of the abuse of company resources

RESPONSIBILITIES

Specialist Requirement : The role of the Section 13A – Employer Management and Maintenance Administrator is to:

• Manage the daily uploading of the bank statements and the linking of the deposits received within agreed upon timeframes
• Prepare the monthly balancing of the cashbook transactions
• Monitor the unidentified deposits and ensuring that, as far as possible, these are moved from unidentified to identified
• Assist with the preparation of the Section 13A reports for the Principal Officer
• Assist with the generation of the Section 13A letters to non-compliant employers
• Assist with the preparation of Administration reports for Trustee meetings
• Responsible for the preparation and of the recons requested from the fund, service providers appointed by the fund, employer, etc.
• Responsible for the preparation of the recons for Section 13A Confirmation letters and requesting outstanding information needed for compliance
• Assist with any other ad-hoc projects delegated by the Team Leader
• Manage requests for Section 13A Confirmation letters received
• Manage the updating of historic schedule information, splitting of the Contributions and Late Payment Interest on employers

Team Support

• Be able to work independently with minimal supervision
• Build and maintain supportive relationships both internally and externally
• Accept accountability and take responsibility for any work done or allocated.
• Display a willing and helpful attitude.
• Action any other responsibilities allocated by the manager / team leader

Client Relations

• Attend to all email and telephonic enquiries both internal and external.
• Assist internal and external service providers
• Applying the rules, policies and administration procedures of different funds in accordance with the Company standards or service level agreements
• Follow through and provide client with on-going feedback until enquiry is resolved – where applicable.
• Support a positive and responsive climate for client enquiry resolution.
• Action all escalated enquiries within 24 - 72 hours.

Time Management

• Must have excellent time management.
• Manage work outflow timeously
• Flexible and ability to work under pressure and multitask
• Ensure that the SLA’s are adhered to

KPI OF THE ROLE

The Section 13A Administrator is to expected to

• Manage the daily uploading of the bank statements and the linking of the deposits received within agreed upon timeframes – this is to be done daily
• Prepare the monthly balancing of the cashbook transactions - this is to be done monthly – before the 6th of the month
• Monitor the unidentified deposits and ensuring that, as far as possible, these are moved from unidentified to identified - move all payments from unidentified to identified within 48 hours of the notification being received
• Assist with the preparation of the Section 13A reports for the Principal Officer – before the 25th of the month
• Assist with the generation of the Section 13A letters to non-compliant employers – before or by the last day of each month
• Assist with the preparation of Administration reports for Trustee meetings - before the 7th of the month
• Responsible for the preparation and of the recons requested from the fund, service providers appointed by the fund, employer, etc.- to be done within 48 hours of receipt of the request
• Responsible for the preparation of the recons for Section 13A Confirmation letters and requesting outstanding information needed for compliance – to be done daily and the team need to ensure that the number of Section 13A Confirmation letters increase by 10% per month
• A minimum of 25 recons per day are to be done – combined checking for Section 13A letters and new requests
• Assist with any other ad-hoc projects delegated by the Team Leader – within the time frames as set by the Team Leader
• Manage requests for Section 13A Confirmation letters received – to be actioned with 48 hours of receipt
• Manage the updating of historic schedule information, splitting of the Contributions and Late Payment Interest on employers - to be actioned with 48 hours of receipt

COMPETENCIES REQUIRED

• Matric
• Excel
• Communication (Written & Verbal)
• English (Business writing and email etiquette)
• Stakeholder management (CRM)
• Industry knowledge and experience
• Accuracy and attention to detail
• Judgement and Decision Making
• Working under pressure And Deadline driven
• Organizational skills / Planning and prioritizing
• Interpersonal skills
• Settings goals
• Cross team collaboration
• Innovation
• Management of time

QUALIFICATIONS

• Matric with Mathematics/Accounting
• Excellent command of English
• At least 3 years experience in similar position
• Employee Benefits/Retirement Fund industry experience is essential
• Everest experience will be advantageous
• Intermediate MS Excel skills
• Problem solving skills
• Attention to detail
• Good communication skills (written and verbal)

ORGANIZATIONAL VALUES

• Ensure adherence to all organizational objectives
• Devote the whole of your time, attention and abilities during working hours to discharge of your duties with strict accuracy.
• Use your best endeavors to properly conduct, improve, extend, develop, promote, protect and preserve the business interest, reputation and goodwill of the company.
• Any other duties as determined by the business needs and to participate in all organizational events as required.

PURPOSE OF ROLE

• The ability to investigate and apply expertise to data with an intended objective to deliver on the specific area of expertise.
• The ability to analyze data and extract trends to ensure improvement of processes and or customer satisfaction. This could be in the form of innovative ideas as well as the task of compiling reports.
• Engage and list to current challenges in the team/business and use expertise to Trouble shoot issues in order to provide workable solutions
• The ability to tackle a Problem with the intent of using expertise/capability and or experience to resolve speedily
• Perform quality assurance based on the specialized requirements of the role.
• Should be able to ensure strong stake holder management ito Communication i.e. feedback to clients, managing clients, responding to clients, attend to queries timeously
• Engage in a professional manner whether it be verbal or face to face
• Have the ability to communicate via different communication channels
• Ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with the KPI and values of the company)
• Be a strong team player
• Have both both industry knowledge and experience
• Ensure that the role is carried out with the relevant accuracy, attention to detail and following instructions.
• Ensure that judgement and attention to detail is applied to the role
• Ensure that the role is completed within required deadlines and should have the ability to organize, plan, set goals and deliver accordingly.
• Strong interpersonal skills as cross team collaboration is required.
• Have the ability to innovate in the role
• Quality of work should be thorough
• Conscious of the abuse of company resources

PEOPLE MANAGEMENT

Implement the culture transformation programmed that will enable the delivery of Salt’s strategic intent and identified ideal behaviors to improve employee engagement and reduce employee turnover.

Develop a high performing team by embedding formal performance development and informal coaching. Implement talent acquisition, engagement and recognition process in line with this.

AREAS OF RESPONSIBILITY

• Tracking and managing inflow and outflow of work output in the team
• Ensure that all daily, weekly and monthly reports are completed timeously
• Flag and escalate work that is has been started and not finalized to the relevant supervisors
• Ensure that reports required by the trustees is managed timeously
• Ensure tracking and output of action items emanating from the trustee meetings
• Implement, track and manage all controls in the team (movement of switches/merges etc.)
• Responsible for compiling data, preparing documents for audits and responding to audit queries
• Identify, develop, enhance document and make proposals to implement policies, procedures and processes that are relevant to the Exits team
• Investigate, analyze and monitor stops in the team.
• Report trends and obtain approval from the reporting manager for solutions to implement preventative measures
• Manage all system related logs in the team and ensure output
• Ensure communication whether internal or external is dealt with professionally and within service level agreement
• Report any irregularities to the reporting manager
• Responsible for quality assessing (checking and releasing / audit confirm) of claims
• Accept accountability and take responsibility of all tasks assigned
• Devote the whole of your time, attention and abilities during working hours to the discharge of your duties with strict accuracy
• Any other duties as determined by the business needs and to participate in all organizational events as required

SPECIALIST REQUIREMENT

Contributions experience

Please refer to your current/old role profile and include this component. Please apply yourself to more generalist requirements.

COMPETENCIES REQUIRED

• Matric
• Excel
• Communication (Written and Verbal)
• English (Business writing and email etiquette)
• Stakeholder management (CRM)
• Industry knowledge and experience
• Accuracy and attention to detail
• Judgement and Decision Making
• Working under pressure And Deadline driven
• Organizational skills / Planning and prioritizing
• Interpersonal skills
• Settings goals
• Cross team collaboration
• Innovation
• Management of time
• People Management
• Analysis of data
• Judgement/Decision making
• Innovation

QUALIFICATIONS

• Relevant BCom, or Bachelor’s Degree, MBA Preferable
• 10 years’ experience in a similar position
• EB experience
• Financial Acumen

ORGANIZATIONAL VALUES

• Ensure adherence to all organizational objectives
• Devote the whole of your time, attention and abilities during working hours to discharge of your duties with strict accuracy.
• Use your best endeavors to properly conduct, improve, extend, develop, promote, protect and preserve the business interest, reputation and goodwill of the company.
• Any other duties as determined by the business needs and to participate in all organizational events as required.

PURPOSE OF THE ROLE

The Claims Team Leader is responsible for the overall management of the claims team. The duties include, managing, planning, monitoring and reporting. The Claims Team Leader reports to the Manager: PSSPF Claims.

AREAS OF RESPONSIBILITIES/ KEYY ACTIVITIES

• Coordinate and monitor all claim related activities, which include the complete claim processing cycle of all claims, all claim related enquiries or complaints.
• Ensure all claims are quality assured and processed according to the rules, policies, legislation, administration procedures / processes and the service level agreements applicable to the Fund.
• Identify, develop, enhance, document and make proposals to implement policies, procedures and processes that are relevant to the claims team.
• Investigate, analyze and monitor escalations and complaints. Report trends and obtain approval from reporting manager for solutions to implement preventative measures.
• Support a positive and responsive climate for client enquiry resolution, respond to all complaints and enquiries, and submit response to the complainant / Compliance Team within the service level agreement. Follow through and ensure feedback is provided until resolved.
• Ensure communication, whether internal or external is dealt with professionally and within the service level agreement.
• Implement audit findings and recommendations.
• Assist in selecting, appointing and assigning team members.
• Provide input to job descriptions for team members within the claims team.
• Train, mentor and coach team members.
• Set and agree performance areas with staff and manage employee performance to ensure production standards are met in terms of quantity and quality.
• Delegate work to team members.
• Co-ordinate team's leave.
• Report any irregularities to the reporting manager.
• Responsible for quality assessing (checking and releasing / audit confirm) of claims.
• Authorise payment of claims.
• Accept accountability and take responsibility for tasks done by reporting staff.
• Devote the whole of your time, attention and abilities during working hours to the discharge of your duties with strict accuracy.
• Any other duties as determined by the business needs and to participate in all organizational events as required.

RELATIONSHIP MANAGEMENT

• Build and maintain relationships at all levels with reporting staff, all stakeholders and internal departments to enhance organizational effectiveness and efficiency.
• Use your best endeavors to properly conduct, improve, extend, develop, promote, protect and preserve the business interests, reputation and goodwill of the company.

REPORTING

• Compile and provide accurate reports to the reporting manager, in the required format by the agreed deadlines, to keep management abreast of progress, delays and or backlogs

QUALIFICATIONS

• Matric with math's.
• FICA awareness, POPI & TCF training.
• Good command of English both verbal and written.

ESSENTIAL KNOWLEDGE, SKILLS AND EXPERIENCE

• 5 - 6 years’ experience in the employee benefits / retirement fund industry of which at least 2 years practical experience in a leadership role (if external).
• Good interpersonal skills.
• Planning/Organizing: prioritize, work efficiently and productively and manage your time well.
• Problem Solving: ability to take a logical and analytical approach to solving problems and resolving issues.
• Adaptability/Flexibility: ability to manage reporting staff and multiple assignments and tasks, set priorities, and adapt to changing conditions and work assignments.
• Good verbal and written communication skills.
• Reliability.
• Responsibility.
• Ability to work under pressure.
• Good knowledge of Microsoft Outlook, Word, Excel and Power point.

ADDITIONAL

• Self-starter
• Innovative thinking
• High ethics
• Needs to appreciate the importance of filing and reports
• Detailed orientated

PURPOSE OF THE ROLE

• The primary purpose of the Fund and Corporate Compliance Specialist function, as a second line of defence, is to embed and promote a compliance culture within SALT EB and to provide assurance to SALT EB’s board, executive management, the Head of Legal, Risk and Compliance and relevant committees on the level of compliance within the business;
• and to assist in achieving the Legal, Risk and Compliance unit’s mandate in providing assurance on the regulatory risks and controls within SALT EB as well as to highlight and mitigate compliance risk exposures within the business.
• The Compliance Specialist is further responsible for the management of Fund Legal and Compliance business. The incumbent will perform all legal and compliance duties on any assigned fund/s administered by SALT Employee Benefits.

RESPONSIBILITIES

• The Compliance Specialist, in conjunction with the Head of Legal, Risk and Compliance, will be responsible for (but not limited to) the following:

Drafting of Rules, Special Rules and Rule Amendments

• Drafting and submitting to the Trustees for signoff and to the FSCA for registration and approval, main rules, special rules and rule amendments for selected Funds under our administration;
• Amend service level agreements and related documentation in line with approved rule amendments, where applicable;
• Once registered and approved, communicate rule changes to the business, Trustees and other stakeholders if and when required.

Provide a Complaints Resolution Management Function

• Ensure that, in respect of selected Funds under our administration, complaints, queries and enquiries from the office of the Pension Funds Adjudicator, the FSCA, external attorneys and Fund members are properly investigated and responded to timeously. This is to be done in accordance with the legislation, rules, policies, administration procedures and the service level agreements applicable to the Funds in question;
• Monitor relevant mailboxes on a daily basis to ensure that that all complaints, queries and enquiries are captured and complied with, in particular complaints and determinations issued by the office of the Pension Funds Adjudicator;
• Produce monthly and quarterly reports on all complaints, queries and enquiries in respect of the selected Funds under our administration for purposes of board and sub-committee meetings;
• Ensure that complaints, queries and enquiries from the office of the Pension Funds Adjudicator, the FSCA, external attorneys and Fund members are captured and maintained on the RESPOND case management system and further ensure that proper controls and record keeping of all complaints, queries and enquiries are kept and are up to date;
• Investigate, analyse and monitor escalations and complaints. Report trends and implement preventative measures thereof with a view to ensure that compliance-related complaints, queries and enquiries are reduced;
• Identify, develop, enhance, document and make proposals to implement policies, procedures and processes that are relevant to the Complaints Resolution function.

EMPLOYERS THAT ARE UNDER BUSINESS RESCUE OR IN LIQUIDATION

• Ensure that claim forms are completed and submitted timeously to business rescue practitioners and liquidators for the recovery of arrear contributions, late payment interest and other claims that Funds may have against terminating employers;
• Liaise with business rescue practitioners and liquidators, resolve queries and attend to all related administrative matters in respect of terminating employers, on behalf of selected Funds under our administration;
• Produce monthly and quarterly reports on employers that are under business rescue and/or in liquidation in respect of selected Funds under our administration for purposes of board and sub-committee meetings;
• Attend to all administrative matters, in conjunction with the Administration department, in respect of participating employers (or Funds, if applicable) that are to be liquidated in terms of section 28 of the Pension Funds Act, including liaison with the FSCA and liquidators appointed by selected Funds under our administration.

FUND GOVERNANCE AND RISK & COMPLIANCE REPORTING

• Assist the boards of the Umbrella Funds under our administration with governance requirements to ensure compliance with regulatory requirements, if and when required;
• Produce monthly and quarterly reports to the boards of selected Funds under our administration on relevant Compliance and Risk Management matters per agreed procedures and templates.

PROVIDE COMPLIANCE MANAGEMENT FUNCTIONS TO ENSURE THAT

• SALT EB’s compliance framework and policies are properly embedded and implemented in the business;
• There is regular reporting on compliance breaches and progress on mitigation and management plans;
• Regulatory information is submitted to the FSCA as and when required, including details of participating employers in the Umbrella Funds under our administration;
• SALT EB continues to adhere fully to the SLAs with all the Funds under our administration and to the regulatory requirements;
• Ensure that SALT EB remains proactive by staying abreast of issues relating to the Funds’ SLAs and non-SLA compliance issues thereby avoiding ‘nasty surprises’;
• Conduct monitoring within SALT EB and the Funds under our administration on the impact of legislation, regulation and regulatory practice notes as per the annual Compliance Monitoring Plan;
• Compile monitoring reports following reviews and discuss findings as well as recommended action plans with the Compliance Manager and relevant departments within SALT EB.

PROVIDE RISK MANAGEMENT FUNCTIONS TO ENSURE THAT

• SALT EB’s risk framework and policies related to risks and controls are properly embedded and implemented in the business;
• All key risks affecting SALT EB and the Funds under our administration are identified, assessed, and adequately reported to the business and thereafter mitigated;
• Develop appropriate solutions/remedial actions to identified losses and risk exposures and ensure the effective implementation thereof;
• Operational risk losses due to frauds and/or control breakdowns are analysed, reported and monitored;
• Business/departmental performance is evaluated through risk scorecards and operational dashboards.
• Regular reporting on compliance breaches and progress on mitigation and management plans;
• Provide support in managing fraudulent activities as well as Professional Indemnity (PI) claims;
• Provide support in managing the Fit & Proper Requirements for SALT EB Key Individuals and Representatives;
• Provide support in ensuring that policies are properly embedded and implemented in the business;
• Assist in conducting / delivering annual regulatory or awareness trainings on Risk and Compliance requirements to all SALT EB employees.

MISCELLANEOUS FUNCTIONS

• Provide input from a Fund Compliance perspective into the monthly EXCO report on the activities of the Legal, Risk and Compliance unit, for submission to the SALT EB board;
• Assist with litigation matters, including research and liaison with attorneys, if and when required by the Head of Legal, Risk and Compliance;
• Cultivate and manage objective working relationships with a variety of stakeholders, including regulators such as the FSCA, the office of the Pension Funds Adjudicator and external attorneys, in the interest of the business;
• Maintain expert knowledge on relevant legislation, regulation and industry best practice and the provision of proactive advice and solutions to relevant stakeholders.

QUALIFICATIONS

• LLB, B Proc. or equivalent legal qualification; (Would be advantageous)
• Admission as an advocate or attorney of the High Court of South Africa will be an advantage.

Technical Knowledge :

Detailed knowledge of Financial Services (preferably in the retirement fund industry) and its regulatory environment;

• An in-depth knowledge and understanding of various statutes impacting SALT EB, including but not limited to the Pension Funds Act, Long-term Insurance Act, Financial Advisory and Intermediary Services Act and subordinate legislation etc.;
• Litigation skills and experience;
• Good verbal and report writing skills;
• Good presentation skills (including communication and negotiation);
• Good to excellent communication skills.

ORGANIZATIONAL VALUES

• Ensure adherence to all organizational objectives
• Devote the whole of your time, attention and abilities during working hours to discharge of your duties with strict accuracy.
• Use your best endeavours to properly conduct, improve, extend, develop, promote, protect and preserve the business interest, reputation and goodwill of the company.
• Any other duties as determined by the business needs and to participate in all organisational events as required.

PURPOSE OF ROLE

• The ability to investigate and apply expertise to data with an intended objective to deliver on the specific area of expertise.
• The ability to analyze data and extract trends to ensure improvement of processes and or customer satisfaction. This could be in the form of innovative ideas as well as the task of compiling reports.
• Engage and list the current challenges in the team/business and use expertise to Trouble shoot issues in order to provide workable solutions
• The ability to tackle a Problem with the intent of using expertise/capability and or experience to resolve speedily
• Perform quality assurance based on the specialized requirements of the role.
• Should be able to ensure strong stake holder management ito Communication i.e. feedback to clients, managing clients, responding to clients, attend to queries timeously
• Engage in a professional manner whether it be remotely verbal or face to face
• Have the ability to communicate via different communication channels
• Ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with the KPI and values of the company)
• Be a strong team player
• Have both both industry knowledge and experience
• Ensure that the role is carried out with the relevant accuracy, attention to detail and following instructions.
• Ensure that judgement and attention to detail is applied to all tasks role
• Ensure that task are completed within required deadlines and should have the ability to organize, plan, set goals and deliver accordingly.
• Strong interpersonal skills as cross team collaboration is required.
• Have the ability to innovate in the role
• Quality of work should be thorough
• Conscious of the abuse of company resources

RESPONSIBILITIES

• Prospecting of new business clients. This will be for direct business and broker business. Prospecting will be done via phone and visits to the abovementioned clients.
• Present the company to potential clients (direct business or broker business). Face-to-face interaction with clients and presenting the SALT offering to clients will be required.
• Building and developing new business introductions and relationships. Opportunities need to be recognised and developed to the advantage of the organisation. A written strategy needs to be developed for each client.
• Develop engagement strategies. These strategies need to be documented and followed – up by regular meetings and communication. Feedback needs to be given to all relevant departments within the organisation to provide answers or follow-ups.
• Present to new potential or existing clients the complete value proposition.
• Finalise new fund or review documents and sign proposals. Submit abovementioned documents to the relevant departments within the organisation for them to be able to execute implementation.
• Achievement of approved targets. Targets will be set as agreed and monitored
• General Administration, filing and updating.
• Request risk quotations from different service providers and establish SLA’s with the providers. This must be done accurately and within the necessary SLA as agreed.
• Follow-up and liaise with different risk providers regarding outstanding quotations. The SLA must be used as guideline to secure that risk providers act within certain periods.
• Compile cost comparisons for clients regarding different risk providers and benefits. These comparisons must be of such a standard that it can be presented to the client to make an informed decision.
• Complete proposal document and member summary for SALT UMBRELLA FUNDS within 48 hours after receiving all the necessary information. Any queries regarding outstanding requirements should be dealt with in 24 hours after receiving information.
• Ensure the attendance list is completed and filed according to the FAIS requirements and that the parties meet all FAIS requirements.
• Manage team members diaries and arrangement of travelling logistics
• Coordination of meetings (internally and clients)
• Writing reports, as and when necessary
• Daily administration to ensure efficient running of schemes
• Keep records of all written communication with clients and internal departments
• Drawing up of quotations for SALT UMBRELLA FUNDS within 48 hours after receiving all the necessary documentation.
• Assist with the coordination of external marketing events and the logistics thereof.
• Assist with the supply and distribution of marketing material.
• Assist with coordination of business events and roadshows, as and when required
• Assist with the development of events calendar with the marketing team
• Attendance of industry events and networking sessions, as approved by the executives
• Introduce client relations consultant to client. Explain process to client and define the different roles each individual plays within managing the fund.
• Member presentations with client relations consultant. This should took place at least annually but preferable bi-annually with each client.
• Follow up with client relations consultant regarding finalisation of member booklets and any outstanding issues relating to any funds under administration.
• Establish relationships with all major unions and representatives and present company’s products and services. Provide written feedback to management regarding the progress
• Participate in work forums created by the employer such as Occupational Health and Safety and Employment Equity
• Maintain and improve communication in the team to increase its efficiency and quality of work. This must be done in writing and followed- up telephonically.

KPI

• Individual should be target driven (Targets to meet)
• Individual would be expected to work after hours and weekends/public holidays
• Be able to engage with unions at all levels and management at highest level
• Excellent presentation skills
• Prepare reports for EXCO meetings
• Work under pressure
• Good with time management & problem solving skills
• Be prepare to travel nationally
• Focus on building excellent relationships with clients and stakeholders
• Good management skills

COMPETENCIES REQUIRED

• Matric
• Excel
• Communication (Written and Verbal)
• English (Business writing and email etiquette)
• Stakeholder management (CRM)
• Industry knowledge and experience
• Accuracy and attention to detail
• Judgement and Decision Making
• Working under pressure And Deadline driven
• Organizational skills / Planning and prioritizing
• Interpersonal skills
• Settings goals
• Cross team collaboration
• Innovation
• Management of time
• Analysis of data
• Judgement/Decision making
• Innovation
• Negotiation and Conflict Management
• Networking
• Persuasion, Prospecting,
• Public Speaking
• Research
• Full Sales Competency : (Closing Skills, Motivation for sales, Sales planning, Identification of customer needs and challenges, Territory management, Market knowledge, meeting sales goals)

ASSESMENTS

New Business Acquisition

• Prospecting of minimum three new clients per week. Direct or indirect. (Direct meaning need to prospect directly/Indirect through IFA’s).
• Develop engagement strategies with all new clients as per the above.
• Present to new potential clients and also existing clients on the full Salt EB value proposition.
• Build and develop new business introductions and relationships
• Prepare member presentations and present to new/existing clients

Business Retention

• Meet with employers to discuss the establishing of management committees. Coordinate meetings and minutes of meetings.
• Get quotations from all risk service providers for annual risk reviews and do comparison for clients.
• Arrange client meetings and presentations to provide annual feedback and maintain the relationship
• Maintain relationship with risk providers and arrange quarterly meetings with them for updates

Administration

• Complete proposal documents for new clients within 48 hours after receiving all the necessary information.
• Ensure that the attendance list is completed and filed in accordance with the FAIS requirements.
• Write report and submit to supervisor after meetings
• Keep record of all written communication with clients/members including internal communication
• Assist with the coordination of external marketing events and the logistic thereof
• Assist with the supply and distribution of marketing material
• Attend industry events and networking sessions as approved by the executives

Client Relations

• To improve and sustain good client relations with our existing clients and new clients.
• Client Relations also include the customer complaints and the way the individual deals with it on behalf of the company.

QUALIFICATIONS

• BCom/Marketing or relevant Degree
• RE 5 & RE 1 (Need to provide advice to clients)
• 10 years Employee Benefits experience
• Experience in dealing with Unions/associations & Bargaining councils
• Experience of Board of Trustee Meetings and Management Committees
• Exceptional presentation skills
• Financial Acumen
• Managerial skills or experience

The Claims Administrator is responsible for the accurate processing of the claims, within the agreed service level agreement between SALTEB and the Fund and meeting production standards. The duties includes requesting information and responding to enquiries.

Areas of Responsibility

• Ensure that all quality assurance related activities as set out in the Quality Assurance checklist have been actioned.
• Ensure completion of the quality assurance process as set in the Quality assurance checklist
• Contact member for outstanding requirements and update notes on the system
• Calculate the benefit
• Apply for a tax directive
• Prepare the payment requisition
• Ensure the bank details have been accurately captured onto the members record and verified by the bank
• Ensure all relevant documentation are saved onto member’s record.
• Ensure all relevant checks are done on the system before processing a claim
• Meet production standards in terms of quantity (100 assessment daily including payments of 25-30 claims to tax daily
• Should a query raise at any point, complete the investigation and delegate to responsible party to resolve
• Ensure compliance to all control in the teams (switches, merges etc.)
• Devote your whole time and attention and abilities during working hours to the discharge of your duties with strict accuracy
• Ensure all email communication , whether internal or external are dealt with professionally within service level agreement

RECORD KEEPING AND FILING

• Ensure all documentation relating to a claim are saved in the member profile on the system
• Ensure appropriate notes are recorded in the member profile on the system

REPORTING

• Prepare, analyze and present ad hoc reports as and when requested

QUERY RESOLUTION

• Attend to queries or inquiries by members within the required timelines

RELATIONSHIP MANAGEMENT

• Build and maintain positive relationships with all clients and service providers
• Build and maintain supportive relationships with teams internally
• Ensure that all communication sent internally and externally is dealt with professionally

TIME MANAGEMENT

• Meet production standards in terms of quantity (100 assessments daily inclusive of payments).
• Manage work inflow timeously

EDUCATION, LANGUAGE AND QUALIFICATIONS

• Matric with Mathematics/Accounting
• Excellent command of English
• One vernacular language will be advantageous
• RE1 FAIS will be advantageous

ESSENTIAL KNOWLEDGE, SKILLS AND EXPERIENCE

• At least 2 years’ experience in similar position
• Employee Benefits/Retirement Fund industry experience is essential
• Everest experience will be advantageous
• Intermediate MS Excel skills
• Problem solving skills
• Attention to detail
• Good communication skills (written and verbal)

The Claims Administrator is responsible for the accurate processing of the claims, within the agreed service level agreement between SALTEB and the Fund and meeting production standards. The duties includes requesting information and responding to enquiries.

Areas of Responsibility

• Ensure that all quality assurance related activities as set out in the Quality Assurance checklist have been actioned.
• Ensure completion of the quality assurance process as set in the Quality assurance checklist
• Contact member for outstanding requirements and update notes on the system
• Calculate the benefit
• Apply for a tax directive
• Prepare the payment requisition
• Ensure the bank details have been accurately captured onto the members record and verified by the bank
• Ensure all relevant documentation are saved onto member’s record.
• Ensure all relevant checks are done on the system before processing a claim
• Meet production standards in terms of quantity (100 assessment daily including payments of 25-30 claims to tax daily
• Should a query raise at any point, complete the investigation and delegate to responsible party to resolve
• Ensure compliance to all control in the teams (switches, merges etc.)
• Devote your whole time and attention and abilities during working hours to the discharge of your duties with strict accuracy
• Ensure all email communication , whether internal or external are dealt with professionally within service level agreement

RECORD KEEPING AND FILING

• Ensure all documentation relating to a claim are saved in the member profile on the system
• Ensure appropriate notes are recorded in the member profile on the system

REPORTING

• Prepare, analyze and present ad hoc reports as and when requested

QUERY RESOLUTION

• Attend to queries or inquiries by members within the required timelines

RELATIONSHIP MANAGEMENT

• Build and maintain positive relationships with all clients and service providers
• Build and maintain supportive relationships with teams internally
• Ensure that all communication sent internally and externally is dealt with professionally

TIME MANAGEMENT

• Meet production standards in terms of quantity (100 assessments daily inclusive of payments).
• Manage work inflow timeously

EDUCATION, LANGUAGE AND QUALIFICATIONS

• Matric with Mathematics/Accounting
• Excellent command of English
• One vernacular language will be advantageous
• RE1 FAIS will be advantageous

ESSENTIAL KNOWLEDGE, SKILLS AND EXPERIENCE

• At least 2 years’ experience in similar position
• Employee Benefits/Retirement Fund industry experience is essential
• Everest experience will be advantageous
• Intermediate MS Excel skills
• Problem solving skills
• Attention to detail
• Good communication skills (written and verbal)

PURPOSE OF ROLE

· The ability to investigate and apply expertise to data with an intended objective to deliver on the specific area of expertise.

· The ability to analyze data and extract trends to ensure improvement of processes and or customer satisfaction. This could be in the form of innovative ideas as well as the task of compiling reports.

· Engage and list to current challenges in the team/business and use expertise to Trouble shoot issues in order to provide workable solutions

· The ability to tackle a Problem with the intent of using expertise/capability and or experience to resolve speedily

· Perform quality assurance based on the specialized requirements of the role.

· Should be able to ensure strong stake holder management ito Communication i.e. feedback to clients, managing clients, responding to clients, attend to queries timeously

· Engage in a professional manner whether it be verbal or face to face

· Have the ability to communicate via different communication channels

· Ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with the KPI and values of the company)

· Be a strong team player

· Have both both industry knowledge and experience

· Ensure that the role is carried out with the relevant accuracy, attention to detail and following instructions.

· Ensure that judgement and attention to detail is applied to the role

· Ensure that the role is completed within required deadlines and should have the ability to organize, plan, set goals and deliver accordingly.

· Strong interpersonal skills as cross team collaboration is required.

· Have the ability to innovate in the role

· Quality of work should be thorough

· Conscious of the abuse of company resources

· Ability to work through Funds Adjudicator (PFA) and FSCA complaints and queries against the Funds administered by SALT Employee Benefits and responding to them timeously and accurately.

· Must have a clear understanding of the legislation governing the Retirement Fund Industry.

RESPONSIBILITIES

Areas of Responsibilities

Timeous Reponses to Queries

• Identify the source of the complaint by identifying all parties to a complaint, and direct that the relevant information be sought from all parties
• Accurate query response within the stipulated timelines
• Have good problem solving capabilities

Record Keeping/Filing

• Record/track complaints and determinations received from the PFA, FSCA and other sources
• Have a systematic filing system for all complaints, queries, responses and determinations issued by the PFA and other relevant Authorities

Reporting

• Controlling the outcome of PFA determinations issued and ensuring adherence
• Provide a weekly report/update of all complaints to Management
• Provide monthly reports for the relevant stakeholders
• Be able to deal with Board of Trustees and other stakeholder enquiries

Time and Quality Management

• Meet production standards in terms of quality and quantity
• Ensure written and verbal communication (internally and externally) is dealt with professionally and within the agreed service level agreements

KPI

• Investigation of Pension Funds Adjudicator (PFA) complaints
• Respond to PFA/FSCA complaints in respect of the different Funds Administered by SALT EB within the prescribed timeframes.
• Draft eight responses per day, forty per week and one hundred and sixty per month
• Timeous implementation of OPFA determinations.
• Ensure that responses to PFA and other stakeholders are of high-quality standard, furthermore, to ensure that supporting documents relate the drafted response
• Attend to PFA queries relating to responses/Attorney and member queries
• Ensure that all the matters are attended to timeously and deliver high quality work

RECORD KEEPING

Recording of new complaints and determinations for reporting purposes to EXCO and relevant stakeholders.

COMPETENCIES REQUIRED

• Matric
• Excel
• Communication (Written and Verbal)
• English (Business writing and email etiquette)
• Stakeholder management (CRM)
• Industry knowledge and experience
• Accuracy and attention to detail
• Judgement and Decision Making
• Working under pressure And Deadline driven
• Organizational skills / Planning and prioritizing
• Interpersonal skills
• Settings goals
• Cross team collaboration
• Innovation
• Management of time
• Analysis of data
• Judgement/Decision making
• Innovation
• Negotiation and Conflict Management
• Networking
• Persuasion
• Prospecting
• Public Speaking
• Research
• Computer literacy.
• Pensions Law knowledge, particularly the Pension Funds Act 24 of 1956
• Knowledge of other SA Laws relevant to the Retirement Fund Industry
• 3 to 5 years’ experience in PFA case management or complaints resolution
• 3 to 5 years’ experience in the Retirement Fund Industry/Employee Benefits

QUALIFICATIONS

• Relevant LLB, BCom, or Bachelor’s Degree,
• 3 to 5 years’ experience in a similar position
• EB experience
• Pension Law experience

PURPOSE OF ROLE

• The ability to investigate and apply expertise to data with an intended objective to deliver on the specific area of expertise.
• The ability to analyze data and extract trends to ensure improvement of processes and or customer satisfaction. This could be in the form of innovative ideas as well as the task of compiling reports.
• Engage and list to current challenges in the team/business and use expertise to Trouble shoot issues in order to provide workable solutions
• The ability to tackle a Problem with the intent of using expertise/capability and or experience to resolve speedily
• Perform quality assurance based on the specialized requirements of the role.
• Should be able to ensure strong stake holder management ito Communication i.e. feedback to clients, managing clients, responding to clients, attend to queries timeously
• Engage in a professional manner whether it be verbal or face to face
• Have the ability to communicate via different communication channels
• Ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with the KPI and values of the company)
• Be a strong team player
• Have both both industry knowledge and experience
• Ensure that the role is carried out with the relevant accuracy, attention to detail and following instructions.
• Ensure that judgement and attention to detail is applied to the role
• Ensure that the role is completed within required deadlines and should have the ability to organize, plan, set goals and deliver accordingly.
• Strong interpersonal skills as cross team collaboration is required.
• Have the ability to innovate in the role
• Quality of work should be thorough
• Conscious of the abuse of company resources

PEOPLE MANAGEMENT

Implement the culture transformation programme that will enable the delivery of Salt’s strategic intent and identified ideal behaviours to improve employee engagement and reduce employee turnover.

RESPONSIBILITIES

Areas of Responsibilities

Timeous Reponses to Queries

• Identify the source of the complaint by identifying all parties to a complaint, and direct that the relevant information be sought from all parties
• Accurate query response within the stipulated timelines
• Have good problem solving capabilities

Record Keeping/Filing

• Record/track complaints and determinations received from the PFA, FSCA and other sources
• Have a systematic filing system for all complaints, queries, responses and determinations issued by the PFA and other relevant Authorities

Reporting

• Controlling the outcome of PFA determinations issued and ensuring adherence
• Provide a weekly report/update of all complaints to Management
• Provide monthly reports for the relevant stakeholders
• Be able to deal with Board of Trustees and other stakeholder enquiries

Time and Quality Management

• Meet production standards in terms of quality and quantity
• Ensure written and verbal communication (internally and externally) is dealt with professionally and within the agreed service level agreements

KPI

Investigation of Pension Funds Adjudicator (PFA) complaints

Respond to PFA/FSCA complaints in respect of the different Funds Administered by SALT EB within the prescribed timeframes.

Draft eight responses per day, forty per week and one hundred and sixty per month

Timeous implementation of OPFA determinations.

Ensure that responses to PFA and other stakeholders are of high-quality standard, furthermore, to ensure that supporting documents relate the drafted response

Attend to PFA queries relating to responses/Attorney and member queries

Ensure that all the matters are attended to timeously and deliver high quality work

RECORD KEEPING

Recording of new complaints and determinations for reporting purposes to EXCO and relevant stakeholders.

COMPETENCIES REQUIRED

• Matric
• Excel
• Communication (Written and Verbal)
• English (Business writing and email etiquette)
• Stakeholder management (CRM)
• Industry knowledge and experience
• Accuracy and attention to detail
• Judgement and Decision Making
• Working under pressure And Deadline driven
• Organizational skills / Planning and prioritizing
• Interpersonal skills
• Settings goals
• Cross team collaboration
• Innovation
• Management of time
• People Management
• Analysis of data
• Judgement/Decision making
• Innovation
• Negotiation and Conflict Management
• Networking
• Persuasion, Prospecting,
• Public Speaking
• Research
• Computer literacy.
• Pensions Law knowledge, particularly the Pension Funds Act 24 of 1956
• Knowledge of other SA Laws relevant to the Retirement Fund Industry
• 3 to 5 years’ experience in PFA case management or complaints resolution
• 3 to 5 years’ experience in the Retirement Fund Industry/Employee Benefits

QUALIFICATIONS

• Relevant BCom, or Bachelor’s Degree, MBA Preferable
• 10 years’ experience in a similar position
• EB experience
• Financial Acumen

ORGANIZATIONAL VALUE

• Ensure adherence to all organizational objectives
• Devote the whole of your time, attention and abilities during working hours to discharge of your duties with strict accuracy.
• Use your best endeavours to properly conduct, improve, extend, develop, promote, protect and preserve the business interest, reputation and goodwill of the company.
• Any other duties as determined by the business needs and to participate in all organisational events as required.

PURPOSE OF THE ROLE

The Claims Team Leader is responsible for the overall management of the claims team. The duties include, managing, planning, monitoring and reporting. The Claims Team Leader reports to the Manager: PSSPF Claims.

• The ability to investigate and apply expertise to data with an intended objective to deliver on the specific area of expertise.
• The ability to analyze data and extract trends to ensure improvement of processes and or customer satisfaction. This could be in the form of innovative ideas as well as the task of compiling reports.
• Engage and list to current challenges in the team/business and use expertise to Trouble shoot issues in order to provide workable solutions
• The ability to tackle a Problem with the intent of using expertise/capability and or experience to resolve speedily
• Perform quality assurance based on the specialized requirements of the role.
• Should be able to ensure strong stake holder management ito Communication i.e. feedback to clients, managing clients, responding to clients, attend to queries timeously
• Engage in a professional manner whether it be verbal or face to face
• Have the ability to communicate via different communication channels
• Ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with the KPI and values of the company)
• Be a strong team player
• Have both both industry knowledge and experience
• Ensure that the role is carried out with the relevant accuracy, attention to detail and following instructions.
• Ensure that judgement and attention to detail is applied to the role
• Ensure that the role is completed within required deadlines and should have the ability to organize, plan, set goals and deliver accordingly.
• Strong interpersonal skills as cross team collaboration is required.
• Have the ability to innovate in the role
• Quality of work should be thorough
• Conscious of the abuse of company resources
• The Section 37C, Disability & Funeral benefits Claims Team Leader is responsible for the overall management of the team. The duties include, managing, planning, monitoring and reporting. The Team Leader is responsible for managing operations of the team in the absence of the manager, including presentation of Board reports to the Board of Management and Sub-committees in the absence of both the manager and CRM.

SPECIALIST REQUIREMENTS

• Ensure that all quality assurance related activities as set out in the Quality Assurance checklist have been actioned.
• Ensure completion of the quality assurance process as set in the Quality assurance checklist
• Contact member for outstanding requirements and update notes on the system
• Calculate the benefit
• Apply for a tax directive
• Prepare the payment requisition
• Ensure the bank details have been accurately captured onto the members record and verified by the bank
• Ensure all relevant documentation are saved onto member’s record.
• Ensure all relevant checks are done on the system before processing a claim
• Meet production standards in terms of quantity (100 assessment daily including payments of 25-30 claims to tax daily
• Should a query raise at any point, complete the investigation and delegate to responsible party to resolve
• Ensure compliance to all control in the teams (switches, merges etc.)
• Devote your whole time and attention and abilities during working hours to the discharge of your duties with strict accuracy
• Ensure all email communication , whether internal or external are dealt with professionally within service level agreement
• Ensure all documentation relating to a claim are saved in the member profile on the system
• Ensure appropriate notes are recorded in the member profile on the system

PEOPLE MANAGEMENT

Implement the culture transformation programme that will enable the delivery of Salt’s strategic intent and identified ideal behaviours to improve employee engagement and reduce employee turnover.

AREAS OF RESPONSIBILITIES/ KEY ACTIVITIES

• Assisting alongside other Team Leaders with operations of the team in the absence of the manager.
• Coordinate and monitor all claim related activities, which include the complete claim processing cycle of all claims, all claim related enquiries or complaints including Pension Fund Adjudicator and FSCA complaints / enquiries.
• Ensure all claims are quality assured and processed according to the rules, policies, legislation, administration procedures / processes and the service level agreements applicable to the Fund.
• Identify, develop, enhance, document and make proposals to implement policies, procedures and processes that are relevant to the claims team, including user acceptance testing of processes on Everest.
• Investigate, analyses and monitor escalations and complaints. Report trends and obtain approval from reporting manager for solutions to implement preventative measures.
• Support a positive and responsive climate for client enquiry resolution, respond to all complaints and enquiries (including PFA and FSCA), and submit response to the complainant / Compliance Team within the service level agreement. Follow through and ensure feedback is provided until resolved.
• Ensure communication, whether internal or external is dealt with professionally and within the service level agreement.
• Responsible for compiling data, preparing documents for audits and responding to audit queries.
• Assist in selecting, appointing and assigning team members.
• Responsible for quality assessing (checking and releasing / audit confirm) of claims.
• Authorize payment of all claims (including funeral, death and disability).
• Accept accountability and take responsibility for tasks done by reporting staff.
• Devote the whole of your time, attention and abilities during working hours to the discharge of your duties with strict accuracy.
• Any other duties as determined by the business needs and to participate in all organizational events as required.

RELATIONSHIP MANAGEMENT

• Build and maintain relationships at all levels with reporting staff, all stakeholders and internal departments to enhance organizational effectiveness and efficiency.
• Use your best endeavors to properly conduct, improve, extend, develop, promote, protect and preserve the business interests, reputation and goodwill of the company.

REPORTING

• Compile and provide accurate reports to the reporting manager, in the required format by the agreed deadlines, to keep management abreast of progress, delays and or backlogs.
• Assisting and or Responsible for drafting and completion of Risk and Admin Sub-committee reports.
• Assisting and or Responsible for quarterly reports to actuaries of the Fund.
• Assisting and or Responsible for provision of monthly reports to the Insurer of the funeral scheme.
• Assisting and or Responsible for any other reporting as per business requirements.

KPI :

• Ensure all claims are quality assured and processed according to the rules, policies, legislation, administration procedures and the service level agreements applicable to the Fund to avoid financial risk and PI claims. No significant findings on internal audits 1% error rate, ensure that all claims are managed per legislative requirement
• Ensure a thorough investigation has been completed on all escalations and enquiries and accurate responses are sent to members, employers and service providers to limit financial risk to business by continuously improving on quality control measures . All escalations to be managed within 48 hours – where there is a dependency on other teams members to be engaged within 48 hours of process to follow
• Operational; The Team Leader is responsible for the overall management of the allocated claims department team. The duties include, managing, planning, monitoring and reporting
• direct reports
• All claims to be processed according to the rules, policies, legislation, administration procedures and within service level. Manage QA sampling of claims and ensure that feedback is given to staff, Provide a report on all QA assessment done against calls made to clients to ensure members are contacted and also given the correct feedback
• Team leader must ensure that all individual team consistently reaches target for productivity
• In terms of auths team leader must ensure that daily target of 40 claims assessed is met
• Manage performance of the team and ensure that all claims paid meet the quality requirements as agreed to and calculated accurately including monitoring and managing team’s workflow reports. Accept Accountability and take responsibility of tasks done by team
• Team leader must ensure that all individual team consistently reaches target for productivity
• Compile and provide accurate reports to the reporting Manager, in the required format by the agreed deadlines, to keep management and external stakeholders abreast of progress, delays and or backlogs Compile and complete reports for Manager
• Identify, develop, enhance and implement policies, processes and procedures that are relevant to the claims team. Take responsibility for your team’s EBSphere issue logs, including testing.
• Customer :Manage customer relations for SALT Employee Benefits by communicating relevant and accurate information to customer resulting in customer satisfaction
• Ensure a thorough investigation has been completed on all escalations and finalized within 24 – 48 hours, enquiries within 48 – 72 hours. Follow through and ensure client is provided with on-going feedback until resolved. Monitor escalations and complaints and provide manager with solutions to implement preventative measures, Build and manage relationships with internal departments, external clients and service providers including the front offices, walk-in centers etc.
• Consistently ensures team reaches assigned target
• Ensure that all system communications are adhered to e.g. ensure team captures notes on Everest system in terms of status of the claims thus the call center / Front office to see communication
• People, learning & development
• Develop claims team staff by mentoring, training, coaching and developing personal growth as a leader within SALT EB
• Set and agree meaningful and interactive performance areas with staff. Manage employee performance (KPI), team cohesion and service excellence within the team
• Train, mentor and coach staff (complete training log)

QUALIFICATIONS

• FICA awareness, POPI & TCF training.
• 5 - 6 years’ experience in the employee benefits / retirement fund industry of which at least 3 - 4 years practical experience in a leadership role (if external).
• Extensive knowledge of Section 37C of the Pension Funds Act.
• Extensive knowledge of the Everest system.

COMPETENCIES REQUIRED

• 5 - 6 years’ experience in the employee benefits / retirement fund industry of which at least 2 years practical experience in a leadership role (if external).
• Matric
• Excel
• Communication (Written and Verbal)
• English (Business writing and email etiquette)
• Stakeholder management (CRM)
• Industry knowledge and experience
• Accuracy and attention to detail
• Judgement and Decision Making
• Working under pressure And Deadline driven
• Organizational skills / Planning and prioritizing
• Interpersonal skills
• Settings goals
• Cross team collaboration
• Innovation
• Management of time
• People Management
• Analysis of data
• Judgement/Decision making
• Innovation
• Negotiation and Conflict Management

PURPOSE OF ROLE

• The role is also to ensure smooth running of the department in so far as ensuring that the management team have the necessary support administratively.
• To provide operational support to the Executive Office
• The role of a PA is to free an executive’s time from organizing and administrative tasks so that they can spend maximum time on strategic tasks

RESPONSIBILITIES

Management Support:

• Coordinate all Executive meetings
• Record all minutes of these meetings and distribute accordingly with action items
• Keep a register of all meetings
• Manage Executive Office diaries
• Identify operational resource and equipment needs and advise senior management for action. Management of all ordering of requirements for the office. Liaising with various service providers and ensuring invoices are paid on time.

Administrative duties:

• Providing support to Management and Reporting
• Have a strong command of the English language to draft letters on behalf of the management team.
• Coordinating events (draft & send event invites, identifying venue, catering, do costing, manage RSVP lists, liaise with suppliers (catering, etc.).
• Act as a brand ambassador for Salt EB, always ready to go the extra smile for, members, clients etc
• Attend Trustee meetings as the representative of the company to ensure minute taking and that issues and decisions are escalated to the correct departments within SALT to execute. Follow up on these minutes and actions with relevant managers.
• Transcribe, proofread, and file documents before deadlines.
• Acting as a first point of contact: dealing with correspondence and phone calls
• Managing diaries and organising meetings and appointments, often controlling access to the manager/executive
• Reminding the manager/executive of important tasks and deadlines
• Typing, compiling and preparing reports, presentations and correspondence

QUALIFICATIONS

• Matric certificate or higher education
• Good command of English
• Communication Skills
• Working knowledge of Microsoft Office packages especially Microsoft Excel, Word, PowerPoint, and Outlook.

ORGANISATIONAL VALUES

• Ensure adherence to all organizational objectives
• Devote the whole of your time, attention and abilities during working hours to discharge of your duties with strict accuracy.
• Use your best endeavors to properly conduct, improve, extend, develop, promote, protect and preserve the business interest, reputation and goodwill of the company.
• Any other duties as determined by the business needs and to participate in all organizational events as required.

ADDITIONAL

• Ability to interact with people at all levels
• Ability to listen
• Ability to take initiative
• Integrity
• Confidentiality
• Reliability