Staff / Enrolled Nurse is available ASAP at a Retirement Facility in the Southern Suburbs of Cape Town
4 years of experience in employee benefits or retirement fund administration, preferably in a similar
/>Qualification:
Undergraduate degree or Retirement Fund qualification
Contact
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, Retirement Cash Forecaster and Asset Allocation and required
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
training.
At least 5 years employee benefits / retirement fund administration experience specifically in
/>Qualification:
Undergraduate degree/ Retirement Fund qualification.
Contact
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
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.