Member Transactions Senior Administrator

at  Discovery Ltd

Business Unit: Discovery Employee Benefits
Function: Administration and Office Support
Date: 22 Aug 2024
Achieve more than YOU BELIEVE
Discovery Corporate & Employee Benefits
Member Transactions Senior Administrator

PERSONAL ATTRIBUTES AND SKILLS

The successful candidate must demonstrate the following competencies:

• Positive attitude
• Communication skills, able to communicate clearly, both verbally and in writing.
• Reporting skills, ability to consolidate information and compile reports reflecting the necessary relevant information
• Attention to detail
• Very organised
• Planning and time-management skills
• Conflict Management
• Probes for further information or greater understanding of a problem
• Must be team orientated, willing to assist other team members in the office to reach business unit goals
• Relates well to people at all levels, teamwork and building relationships.
• Live values of Discovery
• Delivering results and meeting customer expectations
• Coping with pressure (deadlines) and setbacks
• Analytical skills
• Problem solving and solution focused
• Continuous learning
• Embrace technology, initiative and enterprise

EDUCATION AND EXPERIENCE

• Matric – essential
• MS Office – Word, Excel, Outlook, Teams, SharePoint skills etc – essential
• Telephone etiquette and customer centricity - essential
• 5 years Employee Benefits , Retirement Funds, Umbrella Fund experience is essential, especially claim, switch and transfer in disciplines.
• 2 - 3 years’ experience in a supervisory role- advantageous
• Further studies, NQF levels or similar - advantageous
• Relevant industry qualifications: Wealth management, Introduction to Retirement Funds – advantageous
• Retirement Fund and Umbrella Fund operations, including accounting, Investments experience - advantageous
• Full Universe Compliance and Legislation relating to Employee Benefits and Umbrella/Retirement Funds - advantageous

The position is responsible for the day-to-day member transaction administration within Umbrella Fund Operations, within the Retirement Funds business unit. The incumbent may be responsible for a small team. This is a core administration function, and the incumbent would be required to holistically manage and control all processes related to claims (including section 37C, 37D of the pension funds act), investment options and individual transfers in. The incumbent is the subject matter expert related to member transactions and need to be able to execute on complex tasks with responsibility and accountability. The incumbent must ensure that processes and procedures are efficiently executed, maintained and improved. The incumbent needs to ensure operational activity is conducted within regulatory frameworks, service levels, accurately, effectively and efficiently. The incumbent must ensure that he/she has the knowledge, skills and competencies to perform the required job within service level agreements. The incumbent must have an appetite to be part of a growing new business unit, continuous improvement, able to adapt to change easily and play a role in change management within the team, challenge the status quo, inspire, be positive and motivate others.