Administrator (Death, Divorce & Transfers)

Johannesburg, Gauteng
Permanent
Full-time

Just now

Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.What will you do?The primary purpose of the DDT (Death, Divorce & Transfers) Administrator is to process Claims on the Lisp Platform, including Death Claims, Section 14s, Section 50 and Divorce.Key OutcomesThe following outcomes will be expected to be achieved by the Administrator (DDT):Maintain control of work on hand daily to ensure all transactions are actioned within turnaround time.Processes and service reporting:

All tasks allocated are processed within standard SLA as per the relevant procedures
Closing of tasks within TAT, with all relevant documents attached, attaching all documents to the relevant folders
Loading claims and switches per the relevant procedures
Accurate use of CRM, status & notes
Manage death claim notifications
Liaise with beneficiaries on death claim documentation and related matters
Preparing recommendation resolutions on allocations and distributions
Adherence to all internal protocols on administration
Updating section 14, section 50 controls and death claim subcommittee report
Trace deceased members' beneficiaries on project death claims
Ensure that all emails coming to the mailboxes are attended to
Responsible for preparing trustee reports and for stakeholders
Act to ensure that both proactive & reactive communication is accurate, comprehensible, recipient friendly, on time, thorough and adheres to client service standards

Queries and complains:

Ensure that queries are acknowledged and responded to accurately and within agreed time
Upskill the team to be able to handle queries
Manage complex queries, and resolve escalated queries
Responsible for team related Audit queries

Qualifications and Experience

Grade 12
Relevant diploma/bachelor's degree or equivalent
3 - 5 years administration experience
Knowledge of Section 37C of the Pension Fund Act investigation advantage
Compass/CRM an advantage

Competencies

Client focus
Cultivates innovation
Collaborates
Being resilient
Drive results
Rule orientation
Ability to delegate
Ability to manage expectations
Responsible & accountable
Resourceful problem solver
Effective Communicator

Attributes

Positive, enthusiastic attitude
Teamwork
Ability to thrive under pressure
Honesty, integrity and respect
Ability to adapt to change

What will make you successful in this role?Qualification and ExperienceGrade 12 or Diploma with 3 to 4 years related experience.Knowledge and SkillsGeneral Administrative PracticesRisk, debt, MI and budgetingLogistical and events/meeting co-ordinationClient relationship managementPersonal AttributesInterpersonal savvy - Contributing independentlyDecision quality - Contributing independentlyAction orientated - Contributing independentlyOptimises work processes - Contributing independentlyBuild a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.Core CompetenciesCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independentlyTurnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Sanlam

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