Pension Support Assistant
JOB SUMMARY
The role of the Pension Support Assistant is to ensure proper and accurate deposit administration in order to maximise long-term revenue opportunities while strengthening client loyalty.
ROLES AND RESPONSIBILITIES
- Contribution Management: Receive DA contributions; ensure timely booking, receipting, and allocation, tracing unidentified credits, tracking unpaid contributions.
- Data & Documentation Management: Maintain accurate, well-organized member records. Conduct continuous data clean-ups for legacy schemes while updating member and beneficiary information.
- Client Onboarding: Creating new members into the scheme in ILMS, Partner Portal, and self-service portal registration.
- Payments & Compliance: Process scheme fund expenses. Ensure 100% compliance for DA and Umbrella schemes by managing timely payment and filing of installment taxes, RBA levies, and withholding taxes.
- Occasional Duties: Identifying gaps or new requirements in the systems.
ACADEMIC AND PROFESSIONAL QUALIFICATIONS AND KNOWLEDGE
- Bachelor Degree in any field from a reputable university.
EXPERIENCE
At least three months of post-qualification experience.
CORE TECHNICAL COMPETENCIES REQUIRED FOR THE ROLE
- Strong communication and presentation skills
- Strong analytical and fact-based decision-making skills.
- Must be a self-starter, highly organized, and able to work well with people at all levels in the organization.
- Strategic thinking and problem-solving skills.
- Good customer relationship management skills (internal and external customers).
JOB SUMMARY
The role of the Pension Support Assistant is to ensure proper and accurate deposit administration in order to maximise long-term revenue opportunities while strengthening client loyalty.
ROLES AND RESPONSIBILITIES
- Contribution Management: Receive DA contributions; ensure timely booking, receipting, and allocation, tracing unidentified credits, tracking unpaid contributions.
- Data & Documentation Management: Maintain accurate, well-organized member records. Conduct continuous data clean-ups for legacy schemes while updating member and beneficiary information.
- Client Onboarding: Creating new members into the scheme in ILMS, Partner Portal, and self-service portal registration.
- Payments & Compliance: Process scheme fund expenses. Ensure 100% compliance for DA and Umbrella schemes by managing timely payment and filing of installment taxes, RBA levies, and withholding taxes.
- Occasional Duties: Identifying gaps or new requirements in the systems.
ACADEMIC AND PROFESSIONAL QUALIFICATIONS AND KNOWLEDGE
- Bachelor Degree in any field from a reputable university.
EXPERIENCE
At least three months of post-qualification experience.
CORE TECHNICAL COMPETENCIES REQUIRED FOR THE ROLE
- Strong communication and presentation skills
- Strong analytical and fact-based decision-making skills.
- Must be a self-starter, highly organized, and able to work well with people at all levels in the organization.
- Strategic thinking and problem-solving skills.
- Good customer relationship management skills (internal and external customers).