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Retirement Fund Assistant - Cape Town City Centre

BASIC JOB DESCRIPTION​
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Provide specific administrative support to customers​
  • Attend to various standard enquiries, as well as urgent pension-related enquiries in the absence of the advisors; escalate as and when necessary.​
  • Assist dependents with the completion of claim documents.​
  • Complete and timeously submit death claim forms, and attach certified documents in accordance with standard procedure.​
  • Explain medical benefits/processes to pensioners, and assist pensioners in making a decision on medical changes/option changes and submit forms to Head Office.​
  • Refer pensioners with medical enquiries to the relevant departments within their respective medical aid scheme.​
  • Prepare and arrange cheque requisition for death benefits.​
  • Receive, issue (duplicate) and submit EOS forms in accordance with the stipulated procedure.​
  • Receive, issue (duplicate) and submit EOS forms for foreign-based pensioners.​
  • Plan, arrange, execute and direct pensioner functions.​
Provide general office administration​
  • Compose and deliver multiple forms of written documents (slides, memos, letters etc.) as requested, according to the required standards.​
  • Manage all telephonic queries appropriately, capture messages accurately, and disseminate information to the correct individual(s).​
  • Receive and send faxes and incoming mail.​
  • Develop and maintain the office filing system in a retrievable manner.​
  • Order, keep, and issue stationery in compliance with the allocated budget, minimising wasteful expenditure.​
  • Capture budget-related data on the computerised system, accurately.​
  • Schedule office meetings depending on the availability of the delegates.​
  • Maintain and update the asset register, as required.​
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REQUIRED MINIMUM WORK EXPERIENCE AND QUALIFICATIONS ​
  • Relevant Diploma​
  • RE5​
  • 2 years of job-related experience​
  • Retirement Fund industry knowledge is advantageous​
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