Retirement Fund Claims Administrator, Bellville, Northern Suburbs. Company Name: Edge Personnel. Our client, a top financial services firm based in Bellville is looking for a Retirement Fund Claims Administrator to join their team. The successful candidate must have the relevant fund claims administration experience within a financial services environment background, minimum of 5 – 7 years’ experience.

Responsibility: You will be responsible to ensure that benefit claims are processed and paid accurately and in accordance with the defined timing standards. Processing benefit claims. Document collation. Document distribution. Document filing.

Basic capturing/ updating on the administration system: Capturing of Nomination Forms. Static date in regards of new claims. Static data updates. Scanning of documents, as required. Assisting with office organization. Following up of monthly contributions. Managing data received from clients. Reconciliation, allocation and investment of monthly contributions within the required turnaround times. Reconciliation and deduction of risk premiums and fund expenses. Reconciliation, allocation and investment of section 14 and individual transfers received from or paid to other retirement funds when required.

Disinvestment and payment of all types of claims within the required turnaround times (e.g. divorce, death, retirement, etc). Checking documentation received for benefits is complete and accurate and following up on outstanding documentation. Liaising with insurers on risk claims (e.g., disability, funeral, death, etc). Applications for tax directives to SARS. Review of administration reports for trustees and or management committees. Assisting the fund accounting team with their preparation of relevant schedules for audit purposes.

Generate and check the annual benefit statements for accuracy prior to distribution to clients. Investigating and responding to employer and member queries in a professional manner. Investigating and responding to queries from the accounting, consulting and other relevant team members. Working closely with all relevant parties, e.g., internal and external consultants, participating employers, trustees, principal officers, fund accountants, etc.

Requirements: Matric. Minimum of 5 - 7 years’ experience in Employee Benefits. Previous experience with umbrella fund administration and/or standalone retirement fund administration. Solid knowledge of the retirement fund industry and legislation. MS Office (Word, Excel, Outlook). Basic salary on offer + benefits (medical aid & retirement fund).

Skills: Good relationship building skills. Excellent planning and organizational skills. Team player and deadline driven. Meticulous attention to detail. Ability to work under pressure. If you are up for a challenge, apply with your most recent resume & supporting documents (certificates, ID).

Please note should you not receive a response from us within 7 working days; kindly consider your application unsuccessful.  We wish you all the best.

Salary: R35 000 - R25 000 Neg + Benefits

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Contact Edge Personnel: 0212057569