Insurance Facilitate the surrender of customer retirement annuities held with South African based insurance fund solutions and/or transfer of pension to new retirement annuity. Obtain final values for financial products cancellations and paid-up requests. Execute retirement claims, retirement investments and deferred pensions. iSupport country is required by SARS to withdraw from a Retirement Annuity Fund. Requirements: Minimum requirement:
Requiremen
Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Call Centre experience
Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Call Centre experience
4 years of experience in employee benefits or retirement fund administration, preferably in a similar advantageous Qualification: Undergraduate degree or Retirement Fund qualification Contact OLIVIA MELTZER on
4 years of experience in employee benefits or retirement fund administration, preferably in a similar advantageous Qualification: Undergraduate degree or Retirement Fund qualification Contact OLIVIA MELTZER on
legislative requirements relating to life and retirement products
clients' biggest life events – like having a baby, retiring and handling inheritance – and are often tasked can be anything from how to start investing to retirement or estate planning. Tertiary education preferable
clients' biggest life events – like having a baby, retiring and handling inheritance – and are often tasked can be anything from how to start investing to retirement or estate planning. Tertiary education preferable
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