The incumbent of this position will be responsible for a wide variety of financial administrative tasks which includes the following, but not limited to:

Trace beneficiaries:

• Find contact details on ITC and other platforms to identify candidates for unclaimed benefits
• Contact potential candidates, confirming their personal particulars, to validate their status as beneficiaries
• Rectify errors by updating the system with the correct information provided by the clients.
• Send unclaimed benefit cases successfully traced to Pretoria Head Office for re-issue.

Prepare cases for processing:

• Provide administrative support by collecting the documentation required to process cases not traced to unclaimed benefits.
• Check the system against documentation provided in order to avoid issues with processing.
• Send death benefit form to client in accordance with benefit to which they are entitled.
• Capture accurate information into database with respect to beneficiaries eligible for re-issues based on documentation provided.

Verify cases:

• Perform data integrity checks, following standard processes.
• Generate weekly and monthly unclaimed benefit reports, reflecting the status of cases for the attention of the Assistant Manager and the Outbound Call Centre Agent.