exiting employees, who are Fund members, with Retirement Options Counselling and information upon request request Calculation and distribution of Retirement Projections upon member request Engage members reaching reaching normal and planned Retirement age to initiate the process Maintaining an audit trail of all interactions and resolution of member queries related to the Retirement Fund, death, disability and funeral in RSA and Matric 3-4 years Administration experience 2 years Retirement benefit counselling and Funeral Claim processing
exiting employees, who are Fund members, with Retirement Options Counselling and information upon request request Calculation and distribution of Retirement Projections upon member request Engage members reaching reaching normal and planned Retirement age to initiate the process Maintaining an audit trail of all interactions and resolution of member queries related to the Retirement Fund, death, disability and funeral in RSA and Matric 3-4 years Administration experience 2 years Retirement benefit counselling and Funeral Claim processing
Update client portfolios on Wealthcraft, the Retirement Cash Flow Forecaster and the Asset Allocation clients and their records on Wealthcraft the Retirement Cash Flow Forecaster, and the Asset Allocation
Update client portfolios on Wealthcraft, the Retirement Cash Flow Forecaster and the Asset Allocation clients and their records on Wealthcraft the Retirement Cash Flow Forecaster, and the Asset Allocation
Estates Sectional Title Units in Security Complexes Retirement Village Houses and apartments We currently manage properties, as well as affordable, traditional and retirement village housing. We provide our clients with bill all levies/relevant monthly charges for all Retirement Villages, including levies, CSOS, kitchen levy invoice Operators for their utility usage at the Retirement Villages (recovery of electricity, water, sewerage
Sectional/Free-standing
legislative requirements relating to investments and retirement, as well as tax in the context of financial planning
Living annuities
- Life annuities
- Retirement annuities
- Preservation funds
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when required.
Provide technical support on Retirement funds, legislation and tax to the Advisors.
death.
Sell annuities that pay an income at retirement.
Assist clients during the claims process
with VAT, Income Tax, PAYE, UIF, management of retirement funds, as well as industry requirements. Oversee employee benefit schemes including medical aid and retirement fund, among others Basic knowledge of IT system
Our client, a leader in the retirement village industry, is currently looking for a HR Manager to be sector, service industry, hospital, hospitality, retirement industry knowledge. MS Word, MS Excel. Sage People