Retirement Fund Assistant – KZN at Affirmative Portfolios

Job Description

• Our client is looking for a Retirement Fund Assistants to join their team. Salary is market related.

Responsibilities

• Attend to various standard enquiries, as well as urgent pension related enquiries in the absence of the advisors; escalate as and when necessary.
• Assist dependants with the completion of claim documents.
• Complete and timeously submit the companies death claim forms, attach certified documents in accordance with standard procedure.
• Explain medical benefits / processes to pensioners, and assist pensioners to make a decision on medical changes / option changes and submit forms to Head Office.
• Refer pensioners with medical enquiries to the relevant departments within their respective medical aid scheme.
• Prepare and arrange cheque requisition for death benefits.
• Receive, issue (duplicate) and submit EOS forms in accordance with stipulated procedure.
• Receive, issue (duplicate) and submit EOS forms for foreign based pensioners.
• Plan, arrange, execute and direct pensioner functions.
• Compose and deliver multiple forms of written documents (slides, memo’s, letters etc.) as requested, according to the required standards.
• Manage all telephonic queries appropriately, capture messages accurately, and disseminate information to the correct individual(s).
• Receive and send faxes and incoming mail.
• Develop and maintain the office filing system in a retrievable manner.
• Order, keep, and issue stationery in compliance with allocated budget, minimising wasteful expenditure.
• Capture budget related data on the computerised system, accurately.
• Schedule office meetings depending on the availability of the delegates.
• Maintain and update the asset register, as required.

Requirements:

• Relevant Diploma
• 2 years job-related experience
• Retirement Fund industry knowledge is advantageous
• RE5