http://careers.peopleclick.eu.com/caree ... Code=en-usBusiness Description
SUS focuses on providing flexible umbrella fund solutions for employers to offer their employees packaged, flexible retirement saving and risk options. The full investment menu comprises a wide range of portfolios, including smoothed bonus, life stage, single manager and multi-manager investment options.
Position Description
Key Responsibilities
Send pre-bills and compile debit order files for a portfolio of clients
Print and check bank statements of funds
Ensure payroll schedules are archived on C-flow
Query outstanding information with the employer
Disinvest the negative contributions manually
Enter new members on the fund
Ensure new entrant portfolios choices are correct
Ensure 0101 account cleared after the receipting
Complete manual electronic payment advises for risk and administration expenses within SLA and authorizing risk and administration payments
Reconcile direct external trades to the direct external report and ensure the trade is paid over to the asset manager
Review other specialists month ends
Ensure that the insurer is notified of members which exceed the proof free limit on a monthly basis
Ensure 13 A letters are correct and sent in the time frame stipulated
Send all new member certificates to new members on a fund
Compile provisional and manual trades
Manual transactions and approval
Ensure all documentation are accurately completed and attached to C-Flow before closing the incident
Attend to ad hoc requests
Handle all internal and external enquiries
Resolve and route queries where necessary
Complete reporting and assist with testing
Minimum Requirements
Grade 12
Competencies
Technical Competencies:
Previous retirement fund experience will be advantageous
Certificate of Proficiency
(L- COP will be advantageous)
Proficiency in MS Excel, Word, Outlook
Behavioral Competencies:
Strong attention to detail and proactive attitude
Strong ability to organize and prioritize
Excellent communication skills both written and verbal
Results focused and displays energy when performing tasks
Time management skills
Ability to work independently
Innovative and demonstrates initiative
Ability to perform well under pressure and meet deadlines
Good interpersonal skills
Ability to collaborate and pull information together
Proactive and a team player
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