Section 14 & Termination Admin at Momentum

Section 14 & Termination Admin. Apply now to join Momentum as a Section 14 & Termination Admin.

Reference Number: MMH240607-10

Location – Province: Western Cape

Location – Town / City: Cape Town

Closing Date: 15 June, 2024

Role Purpose

To provide an effective and efficient service to clients by receiving, evaluating, and responding to telephonic/electronic enquiries timeously as well as paying benefit claims on the terminated/closed book of business.

Requirements

Experience and Qualifications

• Matric (NQF Level 4).
• 3-5 Years relevant experience.
• Retirement fund administration experience.
• Intermediate MS Excel skills.
• Industry and product knowledge.
• Knowledge of relevant legislation.

Duties & Responsibilities

• Capturing and checking Section 14 data uploads and payments in the Benchmark & Stadium system.
• Gathering relevant information for transfers in and out of the fund from the Benchmark & Stadium system.
• Handling client queries related to transfers into and out of the fund.
• Handling audit queries related to transfers into and out of the fund.
• Co-ordinate Transfers in and allocation to member records and completion of ROT01 for submission to SARS within SLA.
• Co-ordinate Transfers out, Section 14 claims and completion of transfer schedule for submission to transferee fund within SLA.
• Deal promptly with all client requests in a competent, efficient, and professional manner to ensure client retention and satisfaction.
• Identify risks to company and ensure all risks are mitigated and escalated where necessary.
• Ensuring effective teamwork with IT and Admin to ensure accuracy and expedite transfers in and out timeously.

Competencies

• Accountability.
• Attention to detail.
• Communication skills.
• Planning and organising.
• Interpersonal skills.

CLICK HERE TO APPLY

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• HR & Operations Support Administrator: Common Good