ADMINISTRATOR – MULALORAKH CAREERS

PAS SENIOR ADMINISTRATOR – Cape Town (Claremont)

Qualification and Experience:
Relevant post matric qualification.

Experience:
Min 3 years experience in investment and planning environment and LISP Experience.

Computer Competency Requirements:
Microsoft packages
Fusion/Maxim (internal software)

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 transfers 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 request and forms related to transfers.
Liaise with external Suppliers and Advisers regarding any outstanding requirements.
Write clear notes on work objects ensuring that 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.