Job Description

Closing Date 2023/11/17
Reference Number MMH230713-9
Job Title Section 14 Transfers & Liquidations Specialist
Position Type Permanent
Role Family Client Services
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Cape Town
Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za
Role Purpose

Provide an effective and efficient technical support service to the administration team to ensure correctness and consistency in processes which includes queries and projects.
Requirements

• Matric

• 5- 10 Years' retirement fund experience

Duties & Responsibilities

• Take ownership of and manage all aspects of Section 14 processes at an employer level.

• Take ownership of and manage all aspects of Liquidation processes at an employer level.

• Contribute and ensure compliance to governance, relevant legislation, and risk mitigation strategies.

• Contribute to the design, implementation, and management of the reporting facility on service delivery.

• Co-ordination/ Ownership of various specialised projects assigned by management.

• Provide monthly reports to management, highlighting any issues and recommend actions to resolve

• concerns or problems related to this environment.

• Maintain a consistent service delivery to ensure client retention and satisfaction.

• Providing information related to Section 14 transfers- in to Admin for allocation.

• Providing information related to Section 14 transfers- out for claim processing.

• Ownership of the annual financial and valuation data review.

• Address audit and or actuary queries

• Ownership and management of Benefit statement and Projection statement process. Provide current templates to client engagement for approval and log changes requests with IT.

• Request data extract, checking all information and consulting with Admin Manager for final approval.

• Distribution of Benefit statement in accordance with Client Specification.

• Distribution of adhoc fund communication in conjunction with Client Engagement.

Competencies

• Interpersonal and communication skills

• Analytical skills

• Attention to detail

• Accountability

• Time management

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan