(onboarding, significant life events, pre and post retirement)
As a Retirement Fund Consultant , your primary responsibility is to provide expert guidance by means requirements. Retirement Planning – Proficient in retirement planning principles, including pension fund management members on retirement readiness. Basic knowledge of Income Tax Act, Divorce Act, Pension Fund Act Working Regulation and Benefit Administration Strong understanding of Employee Benefits administration processes and related product At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee
Business Partners with information about their pension fund benefits in compliance with the Financial Sector (onboarding, significant life events, pre and post retirement) On request, provide accurate, and specialist pre-retirement in terms of options, tax implications, divorce act, income tax act, pension fund act, Execute broader Member and Pensioner Education and Fund promotion campaigns Work with the Member experience and Fund benefits and answer queries appropriately. Support the companies drive to be a multi-fund manager
Business Partners with information about their pension fund benefits in compliance with the Financial Sector (onboarding, significant life events, pre and post retirement) On request, provide accurate, and specialist pre-retirement in terms of options, tax implications, divorce act, income tax act, pension fund act, Execute broader Member and Pensioner Education and Fund promotion campaigns Work with the Member experience and Fund benefits and answer queries appropriately. Support the companies drive to be a multi-fund manager
FUND OPERATIONS ADMINISTRATOR Century City, Cape Town
R30 000 - R40 is currently seeking to appoint a Fund Operations Administrator to join their dynamic and growing team rong>Minimum 3 Years Investment Administration, Fund Administration, Financial Management, Compliance Operations gained within the Investment / Fund Administration / Financial Services arena
spreadsheets and/or statutory returns to ensure specific funds regulatory requirements are fulfilled.
Financial reporting
Net asset value
Monitor risk
Manage compliance
Assess financial transactions
Statutory returns
Plan for annual audits
Skills & Experience:
Completed articles
Qualification:
Calculate accrual and expense calculations
Compile asset pricing
Statutory returns
Investment trades
Financial reporting
Prepare for audits
Process reconciliations
Skills & Experience:
SAIPA or SAICA Articles
asset manager based in Cape Town is in search of a Fund Accountant to join their dynamic team. The ideal transaction management teams
Prepare, monitor, and capture cash movements (cash management)
Prepare and perform weekly/daily cash and stock reconciliations including proper investigation of all outstanding issues to ensure a timely resolution of any reconciling differences
Monitor daily/monthly asset pricing and prici