As a Retirement Fund Administrator, you will play a critical role in managing and maintaining retirement fund operations. This includes processing claims, reconciling contributions, and ensuring compliance with regulatory requirements. Youll work closely with clients, consultants, and internal teams to deliver accurate, timely, and efficient service while upholding Alexander Forbes values and commitment to Treating Customers Fairly (TCF).
This position requires strong attention to detail, problem-solving skills, and the ability to work independently while contributing to team succes
Experience
- Minimum 3 years experience in retirement fund administration
- In-depth understanding of Claims and Billing Reconciliation
- Proven ability to manage fund allocations and eliminate PI claims
- Experience maintaining expenses within branch standards
- Monthly contribution reconciliations for Pension & Provident Funds
- Maintenance of member data and Section 13(a) reporting
- Processing and authorizing various claims, including bulk transfers
- Checking housing loans against provider schedules
- Preparing monthly client reports and administration reports
- Managing transfer documents and allocations
- Identifying fund changes and updating documents (rates, fees, expenses)
- Preparing year-end financial information
- Clearing emails and queries daily
- Peer review of allocated tasks
- Embracing and implementing TCF principles
- Grade 12 (Matric)
- Retirement fund qualification (completed or in progress) or equivalent
- Familiarity with AF business systems (AF Online, AF Connect, Khanya) advantageous
- Strong organisational, administrative, and analytical skills.
- Initiative and good time management/planning abilities.
- Excellent written and verbal communication skills.
- Accuracy and attention to detail.
- Self-motivation and a positive attitude.
- Team player, eager to assist colleagues and clients.
- Commitment to providing professional, high-quality customer service.
At Alexforbes, we dont just offer jobs - we build careers. Heres what makes us stand out:
Growth & Development:
- Bursary and Leadership Development Programmes to help you grow professionally.
- E-Learning Forums and continuous learning opportunities.
- Financial Planning Support tailored for staff.
- Total Rewards Package: Competitive short- and long-term incentives.
- Power Of One: Monetary recognition for outstanding performance.
- Lead Incentives & Referral Bonuses for helping us grow our talent pool.
- Retirement Fund Contributions starting at 13% of CTC.
- Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
- Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
- Flexible Ways of Work: Hybrid work model to suit your lifestyle.
- Connectivity Benefit: Wi-Fi allowance.
- Employee Wellness & Assistance Programmes to support your wellbeing.
- My Savings Account to help you plan for the future.
We are an equal opportunity employer and value diversity at our company.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team thats shaping the future of financial services.
