Administrator Vacancy at Alexander Forbes
Alexander Forbes
Designation: PP2138 – Administrator
Category: Ops & Admin – OF6310
Posted by: Alexander Forbes
Posted on: 11 Apr 2024
Closing date: 19 Apr 2024
Location: Sandton
Purpose of the Job:
To be responsible for your allocated Funds and provide an integrated and effective service for clients by ensuring that funds are administered effectively(always providing excellent service) • To develop and maintain relationships with key stakeholders • To Pro-actively drive client service and meet SLA’s. • Attend to all any tasks required to ensure the smooth running of the Pension Payment Division and ensure that all tasks, duties and functions comply with the requirements stated in the contract.
Overview:
Education
Matric – Essential
Relevant course/diploma – Advantageous
Experience
Minimum 5 years of secretarial administrative experience
Key responsibilities
Financial management and operational effectiveness
Maintaining expenses in line with Branch standards and limits
Eliminating PI Claims-ensure that all calculations are done correctly and pay correctly in terms of amount
Manage controllable expenses, Telephone Bills, Stationery, Couriers costs, printing etc
Manage profitability of portfolio
Manage own work on Hand(WOH)
Manage all tasks in workflow
Manage staff ratios, min 3500 -6000
Embracing TCF
Ensures that TCF is understood and practiced by the people reporting to Line Manager
Draws on TCF management information (and potentially contributes towards the input thereof) to monitor progress in TCF and address short-comings relevant to his/her area with urgency. (General Staff)
Keeps abreast of latest TCF information and guidelines as from time to time (General Staff)
Client service
Ensure effective and efficient service delivery incl. both Internal and external clients
Ensure quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
Build and strengthen relationships, upward, downwards and laterally with internal and external Clients.
The image of Alexander Forbes Operation & Administration must be maintained and improved by providing prompt, polite and efficient service.
Role specific
Monthly recoveries
Ensure discrepancy recovery schedule is investigated and responded to within turnaround time.
Control annual processes
Ensure that all deadlines are met.
IRP5’s – ensure that all to be posted in April of each year.
Study certificates- all to be posted within send week in December of each year.
COE’s – to be sent in March and June each year.
H/A Deaths- ensure execution on quarterly basis
Monthly recoveries
Ensure discrepancy recovery schedule is investigated and responded to within turnaround time.
Control annual processes
Ensure that all deadlines are met.
IRP5’s – ensure that all to be posted in April of each year.
Study certificates- all to be posted within send week in December of each year.
COE’s – to be sent in March and June each year.
H/A Deaths- ensure execution on quarterly basis.
Daily and monthly controls
Swift & Drafts – ensure 100 % accuracy and check confirmation from bank for accurate payments.
Control and check the payment schedule and rejections- keep the clientele informed.
Balance payrolls and ensure 100% accuracy.
Input – match journals prints – ensure all signed off as auditor’s requirements.
Medical aid Increases- to be implemented on time- follow ups to be done 03 months before due date.
Implementation of increases and bonuses- ensure 100% accuracy.
EFT payments – implement when necessary and ensure 100% accuracy.
Annuity & Disability Discrepancies and disallowed – to be actioned within turnaround times.
Ensure that Service Centre tasks to actioned within turnaround times
Ensure death claim process is managed monthly
Ensure monthly reconciliations are actioned timeously with zero errors
Assist team where necessary
Process and procedure.
Ability to understand each process, procedure and checklist and apply correctly at all times.
Ensure all controls and procedures, contract requirements and TAT’s are adhered to at all times – no complains and escalations.
Ensure regular feedback to management as well as clients
From time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company
Loading new entrants
Updating banking details and addresses on Alex system
Preparing Year Ends and admin reports
Responding to pensioner queries – telephonic & in writing / emails
Processing death claims of pensioners
Processing of payments to pensioners and 3rd parties – ACB, EFT, Draft & SWIFT
Implementing annuity increases
Follow ups on all tasks
Suspension and re-instatement of pensions
Posting and updating COE’s and study certificates
Balancing of payrolls & tax certificates
Issuing of duplicate tax certificates
Updating of medical aid deductions
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