Posted by Verso Financial Services (Pty) Ltd on 03/08/2018
An exciting opportunity exists to express your passion for exceptional client service in the Employee Benefits Trustee & Fiduciary Services Department with front office exposure to a large client base.


Trustee Meeting Agendas
Ensure collection of information from the service providers and the Principal Officers for agenda items.
You will be responsible for the typing & compiling of certain agendas.
Checking all agendas and supporting documents submitted by other service providers and staff to ensure accuracy.
Ensuring compilation and distribution of agendas and supporting documents within specified timeframes for trustee meetings.
Ensure proper record keeping for historical reference.

Trustee Meeting Minutes
Attendance at trustee meetings and drafting and typing of minutes of trustee and sub-committee meetings.
You will be responsible for the typing of minutes of all sub-committee, investment and board of trustee meetings for a large client base, the submission of these minutes to the relevant principal officers and making any required changes to the minutes.
Typing, updating and communication of action items emanating from trustee meetings to all service providers and the principal officer.

Perform the checking function of recommendations prepared in respect of the allocation of death benefits in terms of Section 37C of the Pension Funds Act.
Presentation of death benefit recommendations to trustees.
Assisting with responses to Adjudicator complaints.
Assisting with general legal & technical advice to administrators and fund consultants.

Be the support link between the client and all service providers.
Provide a supporting role to the Principal Officers.

General management of staff

Retirement Funds II / CFP or equivalent industry related qualification a pre-requisite.
Courses in human resources, employee benefits administration and consulting will be advantageous.

At least 3 to 6 years Employee Benefits experience with 3 years proven management experience. Only candidates with the recognized Employee Benefits experience will be considered.
Previous experience in a front office liaison capacity with Boards of Trustees and Principal Officers is highly advantageous.
Proficient knowledge of various investment vehicles to enable the efficient minute taking of investment meetings.
Advanced Word and Excel experience and efficiency in MS Office and Powerpoint.
A high level of accuracy. Attention to fine detail is imperative in this position.
The ability to work calmly and efficiently within very tight deadlines.
Ability to present matters to Boards of Trustees.
Experienced in all technicalities of the Retirement Fund Industry.
A thorough and up to date knowledge of Public Sector retirement funds, the Pension Funds & Income Tax Acts, accompanying PF Circulars, Regulations, Directives and Notices.
Knowledge and understanding of Adjudicator determinations.

A total cost to company market related salary structure including benefits are offered.

Those that meet the above-mentioned requirements, and/or have other proven relevant skills or qualifications, should submit a full cover letter, detailed CV and any other relevant documentation, for the attention of Karin Smit, via e-mail to [email protected] by no later than 14 August 2018.

Should you not receive a response from us by 15 September 2018, accept that your application was unsuccessful.

Please note that the Verso Group may delete or expire jobs at any time.

[email protected]
021 943 5300

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