Alexforbes

🏢 About Alexander Forbes

Alexander Forbes is a leading financial services provider, specialising in retirement, investment, and insurance solutions. Our purpose is to secure clients’ financial well-being with tailored solutions driven by integrity and expertise. Join us and become part of a company that values excellence, growth, and teamwork.

📌 About the Role

As a Senior Administrator, you will be responsible for the end-to-end administration of retirement funds within your assigned portfolio. This includes managing monthly reconciliations, claim processing, contribution validations, and compliance with industry regulations. You will ensure service excellence through accurate reporting, professional client communication, and proactive problem-solving.

You’ll also play a key role in mentoring junior staff, improving internal processes, and supporting leadership with special projects.

📚 Minimum Requirements

Education:

Grade 12 (Matric)
Successfully passed Alexander Forbes internal assessments
Retirement fund qualification (achieved or currently studying)

Experience:

Minimum of 3 years’ experience in retirement fund administration and employee benefits
Proven track record of managing full claims processing lifecycle

💼 Key Responsibilities

✅ Operational & Financial Success:

Maintain fund allocations and expense limits
Eliminate PI claims
Ensure accurate Section 13(a) reporting and claims processing

✅ Fund Administration:

Perform monthly pension/provident fund reconciliations
Maintain member data integrity
Handle bulk transfers and housing loans
Prepare and verify client meeting reports and member statements

✅ Client Service Excellence:

Timely, professional communication with clients and internal stakeholders
Provide complete, accurate responses to queries and emails daily
Support the ALM team and consultants in delivering efficient solutions

✅ Teamwork & Leadership:

Mentor and train junior staff as needed
Handle ad-hoc responsibilities from management
Contribute during team pressure or absenteeism

✅ Compliance & Risk:

Stay updated on retirement industry trends and Alexander Forbes products
Implement TCF (Treating Customers Fairly) principles
Ensure legal compliance with all fund rules and applicable legislation

🧠 Skills & Competencies

Technical:

Compass and Alex system knowledge (where applicable)
Intermediate Excel; basic Word; Outlook proficiency
In-depth understanding of Retirement Fund Rules & related legislation

Behavioural:

Confident and client-focused communicator
Ability to multitask and adapt to change
Accountable, resilient, and proactive in problem-solving
Effective under pressure with excellent team collaboration skills

🌟 Why Join Alexander Forbes?

Work with industry-leading experts
Continuous learning and career development
Inclusive and diverse working culture
Opportunities to contribute to meaningful financial change in South Africa

🔗 Find similar jobs at: https://careerjunctionza.co.za/jobs/

✅ CV TIPS for This Role:

Highlight Your Retirement Fund Experience: Showcase the number of years and specific tasks you’ve handled such as reconciliations, claims, and fund rule applications.
Showcase System Proficiency: Clearly state your experience with systems like Compass or Alex, and intermediate Excel skills.
Quantify Achievements: Mention time-saving process improvements, number of claims processed, or error reduction stats.
Demonstrate Leadership: If you’ve trained or mentored junior staff, include this in your achievements.
Focus on Compliance and TCF: Highlight your understanding and application of Treating Customers Fairly (TCF) and industry legislation.
Professional Language: Use concise, formal language that reflects your ability to handle high-level administration professionally.

🌐 Company Website: https://www.alexanderforbes.co.za

To apply for this job please visit peoplefocus.alexanderforbes.com.