About this role
The successful candidate will be responsible for the following key performance areas:
- Perform pension administration duties, including retirement benefits counselling, processing of claims, in accordance with retirement fund legislation, regulations, rules and relevant policies.
- Prepare and provide information within a defined context to enable effective decision-making by trustees and other relevant stakeholders.
- Perform general administration, including preparation of payment instructions, data capturing and record-keeping, ensuring the smooth running of the section’s operations.
- Engage with members of the SARB Retirement Fund and other stakeholders, demonstrating a service- oriented approach and the ability to gather, communicate and explain information fluently.
- Proactively broaden knowledge of pension administration, displaying willingness to make improvements in own work (including methods and practices).
- Evaluate own performance against given criteria, identify and address task specific learning needs.
- Perform work independently within established practices, given processes, rules and regulations, ensuring compliance with standards, policies and other guidelines in executing own tasks.
To be considered for this position, candidates must be in possession of:
- a National Diploma or an Advanced Certificate (NQF 6) in Financial Management or an equivalent qualification in a related field; and
- one to two years’ experience in a financial services environment, specifically in pensions administration.
Additional requirements include:
- industry, organisational and business awareness;
- quality assurance;
- continuous improvement;
- continuous learning and/or professional development;
- taxation;
- pension administration;
- function-specific performance management;
- function-specific information systems;
- effective communication;
- flexibility;
- drive for results;
- teamwork;
- service and stakeholder;
- building and maintaining relationships;
- analysis and problem-solving;
- resilience;
- client orientation; and
- attention to detail.