PAS Senior Administrator – Pretoria, SA

Reporting Relation: Team Leader

Purpose Of Job:

Provide an experience where the client feels cared for as part of our promise to show a deep desire to care for the families we serve.

Key Relations:

All internal and external.

Qualifications & Experience:

• Relevant post-matric qualification.
• Min 3 years experience in investment and planning environment and LISP Experience

Computer Applications:

• Microsoft packages
• Fusion/Maxim (internal software)

Knowledge:

• Knowledge of the financial services industry and products.

Kpa/ Strategic Business Deliverables:

• Effectively accurately processing the number of transactions against the time allocated.
• Executing transactions timeously and correctly and within SLA.
• Processing of various LISP instructions such as:

                 – Discretionary products-related investments and disinvestments.

                 – Section 14 and Section 50 transfer in and out.

                 – Retirement, pre-retirement and emigration withdrawals

                 – Transfers related to Retirement Funds and Living Annuities.

                 – Maintenance instructions including switches, change of details and Annuity Revaluations.

                 – Apply or cancel relevant Tax Directive and ROT applications on ITax as and when required.

                 – Complete manual ROT requests and forms related to transfers.

• Liaise with external Suppliers and Advisers regarding any outstanding requirements.
• Write clear notes on work objects ensuring that the data captured facilitates easy access to the progress of the instruction.
• Following the correct processes.
• Follow-up date for transactions and action correctly according to SLA.
• Resolution of complex cases.
• Adhoc projects as and when required.
• Coaching and supporting new Team Members.