Posted by Verso Financial Services (Pty) Ltd on 18 January 2022.

1.DESCRIPTION OF POSITION:
An opportunity exists to express your passion for exceptional service in pension administration.

2. MAIN ACTIVITIES:
Processing claims (withdrawal, retirement, divorce, death, funeral, disability, dread disease)
Preparing investment & disinvestment documents
Resolution of member queries
Processing monthly reconciliations
Processing investment mandate switches
Processing Section 14 transfers
Processing individual transfers
Producing management / trustee reports
Updating member data
Preparing benefit statement documents & checking samples
Audit preparations
Resolution of member queries
Loading daily prices and monthly returns
Fund maintenance

3. QUALIFICATIONS:
Matric with strong accounting and mathematical abilities; and
BA/ Diploma or equivalent will be an advantage.

4. EXPERIENCE & SKILLS REQUIRED:
Good verbal and written communication skills in english & afrikaans.
Understanding of accounting principles.
Articulate presentation and professionalism.
Organised and good time management skills.
Client service orientated.
Attention to detail/accuracy.
Positive attitude and open to change.
Proactive – uses initiative (Self-starter - able to self-motivate).
Must be able to work independently and under pressure.
Strong work ethic.

5. TECHNICAL KNOWLEDGE:
Strong knowledge of administration principles; and
A good understanding of the Employee Benefits industry will be beneficial.

6. TECHNOLOGY:
Practical experience on Microsoft office (outlook, word, excel).

7. WORKING EXPERIENCE:
Previous administration experience (employee benefits industry will be an advantage).
Contactable references.

8. REMUNERATION:
A total cost to company market related salary (including benefits) is offered.

7.TO APPLY:
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] no later than 25 January 2022.

Should you not receive a response from us by 14 February 2022, accept that your application was unsuccessful.

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

Posted by Verso Financial Services (Pty) Ltd on 10 January 2022.

1.DESCRIPTION OF POSITION:
An administrator who has a passion for exceptional client service and who will have front office exposure to clients.

2. MAIN ACTIVITIES:
2.1 Trustee Meeting Agendas
Ensure collection of information from service providers and Principal Officers.
• Typing and compiling agendas for trustee and committee meetings.
• Checking of agenda items submitted by third-party service providers.
• Ensure distribution of agendas and supporting documents within specified timeframes.
• Ensure proper record keeping.

2.2 Trustee Meetings
• Prepare boardroom for meeting.
• Ensure catering for meeting.
• Ensure recording of meeting.

2.3 Trustee Meeting Minutes
• Assist with compilation of minutes.
• Ensure distribution of minutes within specified timeframes.
• Updating of action items emanating from trustee meetings.

2.4 Section 37C Death Claim Investigations
• Collection of information required for compilation of death claim recommendations.
• Interviews and discussions with potential beneficiaries.
• Compiling recommendations for trustees in line with section 37C of the Pension Funds Act and case law.
• Presentation of recommendations to trustees.
• Continuous enhancement of procedures and death claims systems.

2.5 General
• Support link between client and service providers.
• Support role to Principal Officers.
• Assistance with preparing communication documentation to stakeholders.
• General office administration within the department.

3. QUALIFICATIONS:
A minimum qualification of matric.

4. EXPERIENCE & SKILLS REQUIRED:
• At least 3 to 5 years’ experience in Employee Benefits.
• Previous experience in a front office liaison capacity with trustees and Principal Officers.
• A good working knowledge of section 37C of the Pension Funds Act and ongoing reference ability to Adjudicator determinations and case law in this regard. It is a requirement that the incumbent has been involved with death benefit investigations in terms of section 37C of the Pension Funds Act.
• High level of accuracy.
• Ability to work calmly and efficiently within tight deadlines.
• Excellent verbal and written communication skills. Must be fluent in English and Afrikaans.
• Client service orientated.

5. TECHNICAL KNOWLEDGE:
Advanced Word, Excel and Powerpoint experience; and
An excellent understanding of the Employee Benefits industry is essential.

6. REMUNERATION:
A total cost to company market related salary (including benefits) is offered.

7.TO APPLY:
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] no later than 21 January 2022.

Should you not receive a response from us by 14 February 2022, accept that your application was unsuccessful.

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