Administrator: Finance & Ee Ben(AdvFund)

Date: 19 Jun 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To deliver finance and employee benefits administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

1 - 2 years experience in a similar environment

Minimum Qualifications

Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Additional Minimum Qualifications

Outputs

Process

  • Treat information as private and confidential and do not disclose to any parties unless required to do so by an authorised party.
  • Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
  • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
  • Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
  • Support financial transactions by providing administrative support services in line with set standards.
  • Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
  • Proactively identify problems, apply known solutions and escalate more difficult problems.
  • Plan for task execution and adjust priorities against an established plan.
  • Proactively identify the retirement milestones of the Financial Advisors and Sales Leaders.
  • Liaise with fund members timeously to ensure benefit and continuation options are understood and selected as required.
  • Understand the various Financial Advisor agreements in terms of commutations.
  • Enables withdrawal from the fund once sign off documentation and termination of a code has been actioned.
  • Ensure that all relevant documentation, including forms are updated on the website.

Customer

  • Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
  • Provide advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
  • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

  • Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
  • Provides support and assistance to Specialist Employee Benefits Advisory Funds by complying with requests and executing on delegated tasks.

Learning and Growth

  • Contribute positively to own area-specific knowledge improvement.

Governance

  • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

    Technical Competencies

    • Financial Control (Basic)
    • Financial Management (Basic)
    • Financial Acumen (Basic)
    • Financial Administration (Basic)
    • Legal Compliance (HR) (Intermediate)
    • Product Related System Application (Basic)
    • Query resolution (Basic)
    • Calculations (Basic)
    • Business Administration Skills (Basic)

    Behavioural Competencies

    • Customer Orientation (Basic)
    • Organisation and Attention to Detail (Basic)
    • Interpersonal Effectiveness (Basic)
    • Teamwork and Cooperation (Basic)
    • Communicating with Impact (Basic)

    Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.

     

    The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. 


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