Job Description
About the Role
The established insurance company is seeking a highly skilled and experienced Retirement Benefit Counsellor to join their team. The ideal candidate will have formal education in Matric or equivalent, with NQF 5 advantageous experience in Benefit Counselling or Employee Benefits administration.
Key Responsibilities
- Assist and support retirement fund members with factual information regarding fund benefits and their options at retirement, death, withdrawal, and retrenchment.
- Process Two Pot claims on the Fund Administrator portal and ensure accurateness.
- Create awareness amongst members of the services available and contact details of the benefit counsellor.
- Liaise monthly with the fund administrator and human resources department to identify members exiting the fund.
- Identify all members within 5 years, 1 year, and 6 months of retirement.
- Ensure that members leaving the retirement fund receive the necessary communication via e-mail or any other platform decided on.
- Get values and in-fund retirement and withdrawal quotes from the administrator of the fund.
- Arrange telephonic, virtual, or in-person one-on-one sessions with prospective retirees and provide them with factual information regarding their options at retirement.
- Arrange telephonic, virtual, or in-person one-on-one sessions with prospective resignations and provide them with factual information regarding options at withdrawal from the Fund.
- Facilitate and put members in contact with an Efficient Wealth Manager or Efficient Advisor for independent financial advice when exiting the Fund, if required.
- Provide a quarterly activity report to the Fund Consultant.
- Provide a monthly report to the Managing Director and provide details of the status of each referral.
- Provide ongoing feedback to the consultant.
- Assist employers and members with completion of the documents when/if required.
Requirements
- Formal Education: Matric or equivalent.
- Experience: At least 1 year of experience in Benefit Counselling or Employee Benefits administration.
- Skills/Experience: Strong understanding of fund benefits, options at retirement, death, and withdrawal, as well as in-fund options available to members, including cost structures.
Qualifications
NQF 5 advantageous experience in Benefit Counselling or Employee Benefits administration is highly recommended. Formal education in Matric or equivalent is a requirement.
Salary & Benefits
Salary details are not specified in the original job description.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Admin / clerical / secretarial Jobs in Bojanala Platinum
In Bojanala Platinum, the administrative and clerical sectors are an essential part of various industries, providing support to businesses and organizations across different sectors. Typically, these roles involve managing day-to-day operations, ensuring smooth communication, and maintaining accurate records. As a result, job seekers in this field can expect a steady demand for skilled professionals.
Salaries for admin, clerical, and secretarial positions in Bojanala Platinum generally fall within the following broad ranges: R250 000 to R400 000 per annum, depending on factors such as experience, company size, industry sector, and specific job requirements. However, please note that actual salaries can vary significantly, and it’s essential to research current market rates for your desired role.
Common skills required for admin, clerical, and secretarial roles include proficiency in Microsoft Office software, excellent communication and interpersonal skills, ability to work independently and as part of a team, strong organisational and time management skills, attention to detail, and often, experience with accounting and bookkeeping systems. Generally, candidates with 2-5 years of experience are competitive for entry-level positions, while those with more senior roles may require 6-10 years of experience.
Admin, clerical, and secretarial professionals can be found in various industries, including the financial services sector, technology industry, manufacturing sector, and corporate offices. These roles often involve supporting senior management teams, managing projects, and ensuring efficient administrative functions.
Career development opportunities for admin, clerical, and secretarial professionals are diverse and varied. Many candidates progress to supervisory or management positions within their current organisations, while others may seek to transition into related fields such as human resources, project coordination, or business administration. With the increasing demand for digital skills, some professionals may also choose to upskill in areas like data analysis, marketing, or digital communication.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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