• Financial Management & Operational Effectiveness• Embracing & implementing TCF and Implementation of legislative changes (POPI) as it applies to the business unit• Client Service• Output, success & engagementTo assume the role of Team Leader and participate in the smooth running of the Branch and business.To assume the role of effective and efficient management of all operational activities, processes and systems and thereby ensure the smooth running of Funds. To develop and maintain relationships with key stakeholders. To also maintain relationship and manage development staff members.All tasks and functions should be done accurately and within the timeframes and service standards. In this service orientated business, clear and precise communication is required, while building and strengthening relationships, upward, downwards and laterally with internal and external Clients. The image of Alexander Forbes must be maintained and improved by providing prompt, polite and efficient service Overview: EducationMatric – EssentialCourse/Diploma/Degree : Retirement Funds / Certificate in Financial Planning or equivalentExperience5 years of industry experience minimumExperience in reviewing of work at a Senior Administrator / Supervisory levelKey responsibilitiesMaintaining expenses in line with Branch standards and limitsMaintaining & managing Fund AllocationsEliminating PI ClaimsIdentified extra income opportunity/ reduce expense for the companySupervise and ensure accuracy of the following Fund administration– job role specific -Supervise and ensure accuracy of the following Fund administration– job role specificMonthly contribution reconciliations for Pension and Provident FundsMaintenance of Member DataNecessary reporting in terms of Section 13(a)Processing of various types of claims (inclusive of bulk transfers where applicable) for Pension and Provident FundsThe checking and authorizing of various types of claimsDirect/guaranteed housing loans where applicablePreparing and checking of monthly reporting for client meetings.The completion and checking of Administration Reports (where applicable)The completion and checking of member Statements (where applicable)Complete recognition of transfer documents and allocation once receivedTo identify and loading any changes on the fund and preparing or the checking of the documents (rates, fees or expenses)Prepare information for the financial year end of your funds (where applicable)To check and act upon all risk reports (where applicable)Clear Emails and queries on a daily basisFrom time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company.Develop a high performing team by embedding formal performance development and informal coaching. Encourage frequent knowledge sharing between team membersInterview and recruit new members of the team, including determining appropriate compensation levels with input from Human Resources.When required, initiate disciplinary processes for team members calling on support from Human Resources and/or Supervisor / Manager / Branch ManagerResolve grievances raised by team members and escalate only if requiredMeasure performance and address poor performance of any team member through the formal Performance Improvement program and ensure that continued poor performance is appropriately dealt withMotivate team members and ensure that their efforts are recognized.Mentor and coach the Team/ resources that are assigned to this portfolioAgree and contract Performance Development plans with the assigned Team member resources, performing counselling sessions when required and the bi-annual performance reviewsImplement regular 1-on-1 individual sessions with assigned resources to ensure compliance with the Team to meet deliverable deadlines and perform quality assurance review on the individual deliverableImplement regular team meetings to disseminate communicationsAdaptability and FlexibilityBusiness relationsDecision-Making and JudgementProcess ManagementAccountability and DependabilityPlanning and OrganisingProblem SolvingCustomer FocusMotivating and InspiringResilience PP3666 - Specialist Login Designation: PP3666 - Specialist Category: Ops & Admin - OF6310 Posted by: Alexander Forbes Posted on: 16 May 2024 Closing date: 07 Jun 2024 Location: Sandton Purpose of the Job: • Financial Management & Operational Effectiveness• Embracing & implementing TCF and Implementation of legislative changes (POPI) as it applies to the business unit• Client Service• Output, success & engagementTo assume the role of Team Leader and participate in the smooth running of the Branch and business.To assume the role of effective and efficient management of all operational activities, processes and systems and thereby ensure the smooth running of Funds. To develop and maintain relationships with key stakeholders. To also maintain relationship and manage development staff members.All tasks and functions should be done accurately and within the timeframes and service standards. In this service orientated business, clear and precise communication is required, while building and strengthening relationships, upward, downwards and laterally with internal and external Clients. The image of Alexander Forbes must be maintained and improved by providing prompt, polite and efficient service Overview: EducationMatric – EssentialCourse/Diploma/Degree : Retirement Funds / Certificate in Financial Planning or equivalentExperience5 years of industry experience minimumExperience in reviewing of work at a Senior Administrator / Supervisory levelKey responsibilitiesMaintaining expenses in line with Branch standards and limitsMaintaining & managing Fund AllocationsEliminating PI ClaimsIdentified extra income opportunity/ reduce expense for the companySupervise and ensure accuracy of the following Fund administration– job role specific -Supervise and ensure accuracy of the following Fund administration– job role specificMonthly contribution reconciliations for Pension and Provident FundsMaintenance of Member DataNecessary reporting in terms of Section 13(a)Processing of various types of claims (inclusive of bulk transfers where applicable) for Pension and Provident FundsThe checking and authorizing of various types of claimsDirect/guaranteed housing loans where applicablePreparing and checking of monthly reporting for client meetings.The completion and checking of Administration Reports (where applicable)The completion and checking of member Statements (where applicable)Complete recognition of transfer documents and allocation once receivedTo identify and loading any changes on the fund and preparing or the checking of the documents (rates, fees or expenses)Prepare information for the financial year end of your funds (where applicable)To check and act upon all risk reports (where applicable)Clear Emails and queries on a daily basisFrom time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company. Staff component: (administrators):Develop a high performing team by embedding formal performance development and informal coaching. Encourage frequent knowledge sharing between team membersInterview and recruit new members of the team, including determining appropriate compensation levels with input from Human Resources.When required, initiate disciplinary processes for team members calling on support from Human Resources and/or Supervisor / Manager / Branch ManagerResolve grievances raised by team members and escalate only if requiredMeasure performance and address poor performance of any team member through the formal Performance Improvement program and ensure that continued poor performance is appropriately dealt withMotivate team members and ensure that their efforts are recognized.Mentor and coach the Team/ resources that are assigned to this portfolioAgree and contract Performance Development plans with the assigned Team member resources, performing counselling sessions when required and the bi-annual performance reviewsImplement regular 1-on-1 individual sessions with assigned resources to ensure compliance with the Team to meet deliverable deadlines and perform quality assurance review on the individual deliverableImplement regular team meetings to disseminate communications CompetenciesAdaptability and FlexibilityBusiness relationsDecision-Making and JudgementProcess ManagementAccountability and DependabilityPlanning and OrganisingProblem SolvingCustomer FocusMotivating and InspiringResilience The company's approved employment equity plans and targets will be considered as part of the recruitment process. 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