Employee Benefits Administrator

• Claims process

• Process disinvestment requests
• Generate and checking of ROTs
• Process tax applications
• Generate and checking of EFT’s
• Validate and signing off of claim letters
• ROT 01 submissions Administrator
• Process and check section 14 claims
• Claim authorisation (Banking 1st or 2nd authorisation payments)
• Claim management and reporting thereof
• Claim SLA management

 

• Month end process

• Processing and checking of Month end contributions (Including supervisor invoice review)
• Validation and authorisation of month end processes (cash outflows)
• Processing and checking S14 transfers in
• Processing and checking individual transfers in
• Processing and checking of investment trades (including instruction sign off)
• Pricing and validation of investment trades
• Monthly SLA management and reporting

 

Finance and Audits

Audit working paper preparation and query resolution

Monthly bank reconciliations based on predefined deadlines

Month-end accounting based on predefined deadlines

 

Client reporting

• Preparation and compilation of various reports per internal or external requests

 

Communication

• Preparation and presentation of internal or external training and client meetings
• Query logging and escalation
• Internal and external feedback

•      Porfolio Management 

• Transaction review, validation and authorisation
• Compile, intervene and report on portfolio
• Validation, tracking and authorisation of section 14s in and out
• Provide intervention and technical resolution support across the business outputs

 

• Activity management Administrator

• Activity planning
• Completion, validation and signoff on daily tasks
• Monitoring of activity progress
• Management escalation
• Escalation of queries – first line escalation queries

 

Personal attributes

• Ability to work independently
• Initiative
• Time management skills
• Attention to detail
• Professional at all levels
• Friendly and helpful
• Proactive
• Excellent organisational skills
• Ability to liaise at all levels, both verbally and in writing
• Ability to investigate, analyse, reconcile and solve problems
• Ability to cope well under pressure
• Deadline driven
• Good track record