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 SLAs 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.

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