Qualifications: Matric (Grade 12) with 5 years or more Retirement Fund accounting experience and studying towards
Planning - Proficient in retirement planning principles, including pension fund management and guiding members on retirement readiness. Basic knowledge of Income Tax Act, Divorce Act, Pension Fund Act Working Qualification Level: Degree About The Employer: As a Retirement Fund Consultant , your primary responsibility is
Contract Requirements Prepare daily valuations on Retirement Fund investment portfolios, using an Investment between Investment Administration platform and Retirement Funds Asset Manager Sign off Variances based on
Contract Requirements Prepare daily valuations on Retirement Fund investment portfolios, using an Investment between Investment Administration platform and Retirement Funds Asset ManagerSign off Variances based on tolerances
in the Financial Industry Experience in the Retirement Fund environment will be advantageous. Operational
assumptions Administration of Company Retail Retirement Funds Produce annual RA certificates for mailing the report for the quarterly Company Retail Retirement Funds Trustee Meeting Requirements Formal Education
Knowledge of other SA Laws relevant to the Retirement Fund Industry. 3 to 5 years’ experience in PFA case resolution. 3 to 5 years’ experience in the Retirement Fund Industry/Employee Benefits. 3 to 5 years’ experience
the changes in the regulatory landscape for retirement funds and benefit administrators introduced by the mitigating of company-wide risks applicable to the retirement funds and benefit administratorsDeveloping the regulatory
legal and compliance services, consulting for retirement funds, personal financial advice etc. is looking
advantageous). • 5 – 7 year’s management experience in retirement fund administration. • Strong commercial acumen