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Job Description

This position is for a Senior Administrator within the Wealth Service Centre, responsible for the processing of Section 14 transfers.

• Complete knowledge of the Section 14 process from receipt of the transfer request to the finalization of the transfer.

This role requires knowledge of all matters regarding the processing of a Section 14 transfer (In/Out). The individual applies this knowledge, skill & experience (acquired through specialization in this field) in an operational environment through own efforts.

Attends to the above duties in respect of all Section 14 transfers received within the Service Centre

• Complying to the provisions of the Pension Funds Act and the Rules of the Fund.
• Ability to understand, interpret & apply various pieces of legislation to sets of facts.
• Probing skills & ability to interrogate information through professional interviews.
• Consistent compliant process execution through the exercise of discretion and sound judgment with regards to the administration of the transfers.
• Sound & defensible reasoning.
• Maintain high level of teamwork to achieve the KPI’s.

Minimum qualifications / experience required.

• Matric and a minimum of 3 years working experience in the Financial Services Industry.
• Degree is advantageous.
• Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet).
• Knowledge and experience of processing Section 14 transfers.
• Ability to work under pressure, Initiative, Good judgement and problem-solving skills, analytical, good Interpersonal skills and positive attitude, ability to work both independently and within a team context.

Other requirements / Competencies

• Sound consultation, collaboration & influencing skills.
• Disciplined planning / organizing skills & execution of duties.
• Sharp servicing of all claim stakeholders.
• Excellent verbal & written communication skills in this field.
• Detail focused, thorough, analytical, and diligent.
• Creative critical thinking skills.
• Empathy

Skills

Analytical Thinking, Critical Thinking, Empathy, Informed Decision Making, Pension Funds, Pensions Legislation, Teamwork

Education

Matriculation Certificate (Matric) (Required)

Closing Date

23 August 2023

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.