Designation: PP2086 - AdministratorCategory: Corp OperationsPosted by: Alexander ForbesPosted on: 23 Jul 2025Closing date: 31 Jul 2025Location: SandtonPurpose Of The JobTo 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 – EssentialExperience Industry related work experience in employee benefits fund administration. Operational Support in Pension Payment Division – Ability to handle all tasks necessary for the smooth operation of the Pension Payment Division, ensuring full compliance with contractual obligations and operational standards. Fund Administration & Client Service – Responsible for managing allocated funds and delivering an integrated, effective service to clients. This includes ensuring funds are administered accurately and efficiently, while consistently providing excellent service.
Key Performance Area Financial Management & 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 adhoc invoicing and ensure that they are paid within 30 days turnaround time Manage controllable expenses, Telephone Bills, Stationery, Couriers costs, printing etc Manage profitability of portfolio Manage own work on Hand (WOH) 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. 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 Discrepancies and disallowed – to be actioned within turnaround times. Ensure that Debit orders are 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 pensioner increases 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 Balancing of payrolls on a monthly basis Develop and Conduct Assessments Develop written assessments Conduct assessments Compile written assessments to the appropriate level Score assessments accurately Provide a report to management and staff on assessment results Provide individual feedback to learners when required To make appropriate and timely decisions regarding learners’ learning and development Technical Knowledge of Alex system Knowledge of Payroll System Strong knowledge of Client Services Ability to multi- task Ability to anticipate and manage change Computer literate (outlook, excel (Intermediate) and word (Intermediate) Excellent oral & written communication skills Ability to multi-task Ability to manage change Innovative thinking and delivery Ability to understand and apply Retirement Fund Rules Behavioral (Interpersonal and Intrapersonal) Confident Self Motivated Client Service Orientation Ability to manage expectations Ability to communicate effectively with colleagues, management & clients Ability to work in and as part of a team Self awareness Resilient Disciplined in being able to follow documented procedures and processes Responsible & accountable Resourceful & creative problem solver Effective Communication Results- Orientated Ability to interact with Clients Cognitive Competencies Ability to work with complex data and identify problems Analytical Thinking and attention to detail- The ability to be precise, systematic and rule-oriented in working with relevant detail and gathering, reviewing and analyzing information.
Excellent/quality orientation- The capacity to ensure the highest standards of quality and efficiency are consistently maintained Rule orientation- The orientation to adhere to standard rules, processes and procedures in achieving results. Communication – The capacity to listen attentively, present information in a clear and concise manner and respond appropriately to the verbal and written communications of others. Applied business numeracy – The ability to reason quickly and accurately by applying numerical functions. Time Management – The ability to manage your time.
Competencies A working knowledge of the South African ETD legislation Relationship building skills Excellent oral & written communication skills Ability to multi-task Ability to anticipate and manage change Innovative thinking and delivery Adjust language, terminology and needs of the team. The ability to work co-operatively in a group, to be a member of a team and work towards the purpose of a common goal. To have the energy and drive required to meet the challenges of work.
The willingness and ability to follow prescribed rules, procedures and instructions within a defined framework The ability to sense, and attempt to understand feelings and perspectives by taking an active interest in the teams’ concerns, values, needs and views The ability to align your behaviour with the needs, priorities and goals through commitment and determination Analytical Skills Excellent Motivator Detailed Orientated Strong Knowledge of Customer care, processes and techniques.
Excellent Problem Solver Training, Coaching and Feedback Interpersonal and people skills High attention to detail and accuracy Excellent customer service Technical proficiency Excellent communication – verbal and written Strong analytical ability and logical thinking style High sense of accountability Team player
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