PURPOSE OF THE 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

Specialist Requirement

• Manage the end to end process of the Registration of New Employers, including engaging and following up with employer to ensure that completion of the Registration
• Manage the loading of the new employer on to the Administration system once the Registration is completed
• Optional: Run the first cycle on the employer then this employer is to be handed over to the Contributions team
• Maintain the employer details throughout the employers participation in the fund and manage any changes as and when notified
• Manage the cleanup of employers data on our administration system
• Assist with the cleanup of an employers statement of account when requested to do so
• Assist with any other ad-hoc projects delegated by the Team Leader

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 SLAs are adhered to

KPI’s

• Manage the end to end process of the Registration of New Employers, including engaging and following up with employer to ensure that completion of the Registration. At least 10 employers per month are to be registered
• Manage the loading of the new employer on to the Administration system once the Registration is completed the log to load the employer is to be sent within 5 days of the Registration being completed.
• Run the first cycle on the employer then this employer is to be handed over to the Contributions team – all the cycles are to be run within 5 days of each employer being loaded
• Maintain the employer details throughout the employers participation in the fund and manage any changes as and when notified changes are to be actioned within 48 hours of receipt
• Manage the cleanup of employers data on our administration system
• Assist with the cleanup of an employers statement of account when requested to do so – within the time frames as set by the Team Leader
• Assist with any other ad-hoc projects delegated by the Team Leader within the time frames as set by the Team Leader

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)

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