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  • Posted: Sep 28, 2022
    Deadline: Not specified
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    Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services. We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by p...
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    Junior Retirement Annuities Administrator

    Role Purpose

    Support the day-to-day operational functioning within Retirement Annuity Claims department, by providing administrative assistance on investigation processes and adhoc administrative functions as required by Section 37C, Pension Fund.

    Requirements

    • Grade 12 or equivalent qualification
    • 1-2 years’ administration and Section 37C, Pension Fund experience (essential)

    Duties & Responsibilities

    INTERNAL PROCESS

    • Manage all assigned tasks within the relevant area of responsibility and direct calls and emails to the appropriate person for quick resolution.
    • Manage incoming queries timeously by assigning, directing and escalating all queries.
    • Answer and provide first time resolution and quality driven responses to all correspondences
    • Establish and maintain electronic filing systems to ensure record maintenance and retrieval of documents.
    • Keep client informed (verbally and/or in writing) if any unresolved queries is outstanding
    • Create, maintain and enter information into relevant databases to ensure accurate record-keeping for various applications.
    • Investigate dependents and their financial dependency.
    • Operate electronic mail systems and coordinate the flow of internal information and external correspondence, where applicable.
    • Follow established work procedures and schedules to manage and keep track of daily activities and tasks.

    CLIENT

    • Liaise in a professional manner with relevant stakeholders
    • Build and maintain relationships with internal and external stakeholders
    • Make recommendations to improve client service and fair treatment of clients within area of responsibility
    • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

    PEOPLE

    • Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
    • Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
    • Identify own growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
    • Effectively manage own performance within the team in order to ensure business objectives are achieved
    • Contribute to innovation, change agility and collaboration within the team
    • FINANCE
    •  
    • Contribute to the financial planning process within area
    • Identify opportunities to enhance cost effectiveness and increase operational efficiency
    • Manage financial and other company resources under your control with due respect
    • Provide input into the risk identification processes and communicate recommendations in the appropriate forum

    Competencies

    Skills

    • Computer literacy
    • Language proficiency
    • Planning skills
    • Service orientation
    • Attention to detail
    • Communication skills
    • Microsoft Office

    Competencies

    • Adopting Practical Approaches
    • attention to detail
    • Upholding Standards
    • Making Decisions within scope
    • Following Procedures
    • Producing Output
    • Managing Tasks

    Method of Application

    Interested and qualified? Go to Momentum on momentum.erecruit.co to apply

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