Administrator: Benefit Statements

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Date: 21-Jun-2022

Location: Bellville, Western Cape, South Africa

Company: Sanlam Group

Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.
We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future –your career, your personal development and of achieving awesome things. We pride ourselves in helping our employees to realise their worth and live with confidence.
 

What will you do?

  • Bulk Printing and Distribution of client specific documents within the retirement fund context.
  • Compilation and distribution of benefit statements, new member certificates, paid-up certificates and housing loan statements within the legal requirements (Pension Funds Act, Fund Rules, Income Tax Act, Administration Agreement and any other relevant legislative requirements).  
  • Planning towards specific deadlines, report regularly on progress and deliver good quality within the agreed service levels and by deadlines. 
  • Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
  • Maintain relationships with internal departments.
  • Efficiently prepare and analyse large datasets on MS Excel.
     

Qualification and Experience

  • Matric 
  • Tertiary qualification will be advantageous
  • At least 5 years retirement fund administration specific experience – essential
  • Certificate of Proficiency (COP) or an Introduction to Retirement Funds (IRF) qualification will be advantageous

Knowledge and Skills

  • A good understanding of the overall workings of a retirement fund, especially the different types of benefits these funds offer, is essential
  • Previous experience in doing retirement fund benefit statements will be highly advantageous
  • Proficiency in MS Office, especially Excel and Word is required 
  • Knowledge of MIP and Ghostdraft will be advantageous

Behavioural Competencies

  • Strong attention to detail 
  • Willingness to learn and become proficient in various systems and processes
  • Strong ability to organize and prioritize 
  • Excellent communication skills both written and verbal (fluent in English) 
  • Results / target driven 
  • Accountability 
  • Good time management skills 
  • Ability to work independently or be a team player - dependent on the business requirement
  • Innovative and demonstrates initiative 
  • Ability to perform well under pressure and meet deadlines 
  • Good interpersonal skills 
  • Ability to investigate, analyse and solve problems 
  • Proactive person with a positive attitude

Core Competencies

Being resilient - Contributing dependently
Customer focus - Contributing dependently
Collaborates - Contributing dependently
Cultivates innovation - Contributing dependently
Drives results - Contributing dependently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.