The role of the MCLO is to:

• Primarily deal with walk-in members to the various sites in the regions where they have been allocated.
• Receive claim documentation to all exited members of the fund.
• Provide members with Fund information when required.
• Assist deceased families with funeral and death claims.
• Ensure compliance/adherence by participating employers to the Pension Funds Act of 1956.
  • Ensure that all allocated employers pay contributions by the 7th of each month.
  • Ensure that all allocated employers send the related contribution schedules by the 15th of each month.
  • Inform and ensure that transgressing employers are charged LPI and pay it over to the Fund.
  • Ensure accuracy of data
• To ensure employers who comply with the Act as per above are issued with Compliance Certificates.
• To train and keep participating employers up to date with Fund and industry information that affects both employers and their employees.
• To ensure that they create and maintain relationships with all relevant stakeholders of the Fund.
• To manage the relationship between participating employers and the back office.
• To understand operational requirements and be able to explain to participating employers.
• Be responsible for new employer registration in their designated working regions.
• Ensure complete and accurate documents are sent to the back office for registration of the employer.

Areas of Responsibilities

Key Activities

Member Walk-Ins

• Receive members and help them with submission of claim.
  • First ensure that the member is a member of the Fund
  • Ensure that the member is not still employed in the industry
  • Check that the contributions are up to date
  • Check that all claim documents are available:
    • Claim documents are completed and signed and stamped by both employer and member
    • Copy of ID is available and clear
    • Copy of bank statement is available and clear
    • Letter from SARS is available and show Tax number
  • Advise member is there are any discrepancies regarding the membership or any of the above.
  • Help member to understand what the member needs to do.
• Advise members who come to enquire about their membership on their status
• Where a member has shown proof that they were employed and the employer has not paid, refer to the relevant CLO and/Compliance Manager for further investigation.
• Provide members with benefit statements, where available.
• Help member submit the funeral claims to the funeral claim administrator.
• Educate members on benefits of the fund and process.
• Provide a weekly report to the manager for consideration and review.

Planning for Weekly Trip

• Do a yearly travel plan split per month.
• All travel plans to be approved by the manager and ultimately by the head of department before you embark on a trip.
• Any deviation from plan must be motivated and plans changed accordingly.

Investigate Employer Compliance Non Compliant Employer

• Run or request an employer reconciliation from relevant department/administrator
• Determine the extent of non-compliance or compliance by:
  • Analyzing the reconciliation to see if the employer has paid and sent all schedules to the Fund.
  • Ensure for those months where no updates or cycles were run that the contributions received equal the schedules received.
  • Ensure that the schedule received has all required information and it is correct i.e. ID numbers, all names and surnames, date of joining employer, date of joining fund, salary, the correct contribution rate has been applied.
  • Ensure that the Late Payment Interest (LPI) is calculated for all outstanding or short paid contributions.
  • Engage employer to recover all unpaid contribution and outstanding schedules
  • Refer all unresponsive employers to the Compliance Manager for further action to be taken.
  • Train employer on Fund processes and industry expectations.
  • Work closely with the Compliance Manager or Legal Consultant to ensure that litigation is done timeously on employers who are not co-operating.
  • Complete a CLO Engagement Form or Consultant Visit Report. Keep a record of this and provide to your manager for review.

Compliant Employers

• Maintain working relationship with all compliant employers and ensure that all compliant employers are communicated with monthly.
• Provide support to all compliance employers with all operational needs.
• Ensure that all claim forms for compliant employers have been collected and sent to the back office for processing.
• Train and keep employers up to date with operational and industry developments.
• Train and get all compliant employers on EPIC.
• Complete a CLO Engagement Form or Consultant Visit Report. Keep a record of this and provide to your manager for review.

Fund awareness and member education

• Attends industry forum meetings organized by Department of Labour and PSIRA to identify trends in the industry to curb non-compliance.
  • Attend Union meetings on request to advise on Fund processes and industry requirements.
  • Distribution of updated PSSPF information via brochures, as required.

Essential Knowledge, skills and Experience

• Matric certificate or Recognition of Prior Learning
• Good command of English
• Valid Drivers Licence
• Communication Skills
• At least 2 years employee benefits / retirement fund administration
• Everest experience will be advantageous
• Working knowledge of Microsoft Office packages especially Microsoft Excel, Word and Powerpoint and Outlook.
• Analytical
• Results and solutions driven
• Customer-centric approach
• Accuracy

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