Financial Services Onboarding and Transfers Administrator

• Manage Section 14, Section 42, unit, tax-free saving, and retirement fund transfers.
• Oversee tax directive applications and liaise with trustees and principal officers.
• Maintain compliance with regulations and ensure efficient process tracking.
• Provide support for audits and handle unallocated queries.

• Matric certificate (essential); commerce degree or insurance diploma (NQF 6/7).
• Minimum 3 years’ experience in LISP or investment insurance.
• Proficiency in fund administration and long-term insurance legislation.
• Strong problem-solving, Excel, and communication skills.

SET Consulting