• Job Description

  Req#: JR-66617

  Let's Write Africa's Story Together!

  Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

  Job Description

  • Minimum of 5 years experience in retirement fund administration
  • Must have the ability to analyse, investigate, determine actions required and perform actions to clear remaining member assets and member residual balances
  • COMPASS experience essential - claims, member data corrections, etc.
  • AWD/Chorus experience would be an advantage
  • Knowledge of the Pension Funds Act

  The role is in the Umbrella Fund Administration environment, specifically the department responsible for the deregistration of employers, who terminated their participation, with the Financial Sector Conduct Authority (FSCA).
  
  The role mainly involves the analysis, investigation and actions to clear member assets and member residual balances in order to apply to the FSCA for deregistration.

  Responsibilities

  • Obtain data, analyse data, investigate, determine actions required and perform actions to clear remaining member assets and residual member balances.
  • Process claims, transfers to UBF, member data corrections, etc.
  • Manage internal and external stakeholders to achieve targets.
  • - Report as required to the project manager as required on progress, blockers, etc.
  • Assist the team with other project related work not specific to scheme assets / balances i.e. assist with prepare and submit deregistration applications, etc.

  Also ...

  Administration

  Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.

  Correspondence

  Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.

  Document Preparation

  Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

  Work Scheduling and Allocation

  Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.

  Data Collection and Analysis

  Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

  Insights and Reporting

  Extract and combine data to generate standard reports.

  Personal Capability Building

  Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

  Operational Compliance

  Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

  Skills

  Ability to perform complex analysis in Excel, Accounting, Action Planning, Analytical Skills, Budget Management, Calendar Coordination, Claim Procedures, Claims Data, Claims Processing, Complex Data Analysis, Complex Thinking, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Data Mining, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Project Reporting, Report Review, Retirement Fund Administration

  Competencies

  Directs Work

  Drives Results

  Ensures Accountability

  Manages Complexity

  Optimizes Work Processes

  Plans and Aligns

  Tech Savvy

  Education

  Matriculation Certificate (Matric)

  Closing Date

  28 May 2025 , 23:59

  The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

  The Old Mutual Story!

• About the company

  Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.

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