Team Leader: EB Claims Administration

Bellville, Western Cape NBC Holdings

Posted 2 days ago

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Job Description

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Direct message the job poster from NBC Holdings

We are seeking an experienced Team Leader in Provident Fund Claim Administration to oversee a portfolio of funds and the Claims Administration team, so as to meet all Service Providers Agreement (SPA). Assist with the management of business processes by solving day-to-day challenges; checking and verifying data and action the first authorisation as well as first release of payments for claims, while supporting and developing the team.

Maintain accurate and complete membership data

  • Process monthly claims for specific funds andmMaintain accurate member data.
  • Identify all participating employers with outstanding payments and /or schedules liaise with Fund accounts and notify the Fund monitoring person.
  • Check and authorise claims.
  • Oversee the preparation of member Benefit statements

Report on Fund information and statistics

  • Oversee the preparation of daily stats and submission of this report to management.
  • Facilitate the preparation of Fund Year end recons and reports required.
  • Preparation of unallocated reports for team members and all outstanding work to be completed.
  • To ensure all matters pertaining to the updates process as communicated to the team.
  • Attend to customer queries within the agreed SLA of 24 hours.
  • Proactively identify opportunities for new business and improvements within the Fund.
  • Attend to and resolve all escalations and complaints within the stipulated SLA.
  • Provide feedback to clients when needed and encourage open communication with clients.

Coach & Support team members

  • Provide team members with on the job training as required.
  • Coach and support the team when needed in order to improve delivery of service.
  • Mentoring of staff for career development.
  • Lead team members to complete their daily plans, monitor and review progress.

Adhere to NBC Processes and Procedures

  • Process all claims as per NBC Standards, processes and procedures.
  • Follow admin standards as per client SPA.
  • Adhere to company code of conduct, legislative requirements and protocols.

Experience, Skills and Qualifications

  • Minimum 4-5 years of experience in Retirement Fund administration at a senior level, as well as 2-3 years of Team Leader / Supervisory experience.
  • In-depth knowledge of Retirement Funds Administration.
  • Experience in using legislation systems (Everest) would be advantageous.
  • Industry understanding – clients and competitors
  • Knowledge of processes for managing data and records
  • Client centric
  • Compliance with fund rules, legislation, policies, etc.
  • Process management
  • A Diploma or certification in Employee Benefits/Management/Business Administration will be advantageous

Onsite and full time

Remuneration

Market related salary with benefits

Location

Interested candidates can submit their CVs directly via LinkedIn Jobs.

Note only qualifying candidates are to be contacted. Should you not have received any feedback from us in 3 weeks, kindly consider your application unsuccessful.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales

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Team Leader: EB Claims Administration

Bellville, Western Cape NBC Holdings

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

Direct message the job poster from NBC Holdings

We are seeking an experienced Team Leader in Provident Fund Claim Administration to oversee a portfolio of funds and the Claims Administration team, so as to meet all Service Providers Agreement (SPA). Assist with the management of business processes by solving day-to-day challenges; checking and verifying data and action the first authorisation as well as first release of payments for claims, while supporting and developing the team.

Maintain accurate and complete membership data

  • Process monthly claims for specific funds andmMaintain accurate member data.
  • Identify all participating employers with outstanding payments and /or schedules liaise with Fund accounts and notify the Fund monitoring person.
  • Check and authorise claims.
  • Oversee the preparation of member Benefit statements

Report on Fund information and statistics

  • Oversee the preparation of daily stats and submission of this report to management.
  • Facilitate the preparation of Fund Year end recons and reports required.
  • Preparation of unallocated reports for team members and all outstanding work to be completed.
  • To ensure all matters pertaining to the updates process as communicated to the team.
  • Attend to customer queries within the agreed SLA of 24 hours.
  • Proactively identify opportunities for new business and improvements within the Fund.
  • Attend to and resolve all escalations and complaints within the stipulated SLA.
  • Provide feedback to clients when needed and encourage open communication with clients.

Coach & Support team members

  • Provide team members with on the job training as required.
  • Coach and support the team when needed in order to improve delivery of service.
  • Mentoring of staff for career development.
  • Lead team members to complete their daily plans, monitor and review progress.

Adhere to NBC Processes and Procedures

  • Process all claims as per NBC Standards, processes and procedures.
  • Follow admin standards as per client SPA.
  • Adhere to company code of conduct, legislative requirements and protocols.

Experience, Skills and Qualifications

  • Minimum 4-5 years of experience in Retirement Fund administration at a senior level, as well as 2-3 years of Team Leader / Supervisory experience.
  • In-depth knowledge of Retirement Funds Administration.
  • Experience in using legislation systems (Everest) would be advantageous.
  • Industry understanding – clients and competitors
  • Knowledge of processes for managing data and records
  • Client centric
  • Compliance with fund rules, legislation, policies, etc.
  • Process management
  • A Diploma or certification in Employee Benefits/Management/Business Administration will be advantageous

Onsite and full time

Remuneration

Market related salary with benefits

Location

Interested candidates can submit their CVs directly via LinkedIn Jobs.

Note only qualifying candidates are to be contacted. Should you not have received any feedback from us in 3 weeks, kindly consider your application unsuccessful.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales

Referrals increase your chances of interviewing at NBC Holdings by 2x

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Specialist: e-Research Systems Administration

Bellville, Western Cape UWC Online - University of the Western Cape

Posted 20 days ago

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Job Description

The University of the Western Cape has over the past few years steadily become one of the research-led teaching and learning universities in South Africa, with the capacity to produce and advance new knowledge in recognised research strength and the translation of this knowledge through innovation endeavours. In order to accelerate research, the University established the eResearch Unit in the office of the DVC (Research and Innovation) in 2019. This unit supports and promotes the use of advanced information technologies to enable better, faster and higher-impact research at UWC.

An exciting opportunity exists in the eResearch Unit for a suitably qualified candidate to the position of Specialist: eResearch Systems Administration. The appointed person will be responsible for managing High Performance Computing (HPC), cloud-integrated systems, and Research Data Management (RDM) solutions to deliver scalable, reliable computational resources. The role involves installing, configuring, operating, and maintaining Linux, Windows, and application systems that support research infrastructure. Key tasks include managing research software environments, monitoring system health, troubleshooting, and ensuring optimal performance and security. The Specialist: eResearch Systems Administration applies predictive analytics to optimize resource usage and maintain compliance with cybersecurity and regulatory standards. Additionally, the role provides technical consultation, user training, and documentation, while implementing improvements that align with the eResearch Office’s strategic objectives to support computational and data-driven research.

The successful candidate will be responsible for, but not limited to, the following key areas:

  • High Performance and Cloud-integrated Computing infrastructure management
  • Provisioning and lifecycle management of research software environments
  • Research data management infrastructure support
  • User access management and authentication on eResearch infrastructure
  • Predictive system monitoring and intelligent resource optimization
  • Researcher enablement, technical consulting, and capacity building
  • Assume other ad hoc tasks related to the eResearch Office’s mission

Minimum Requirements :(Qualification & Experience)

  • A relevant Honours degree or a relevant equivalent qualification at NQF8 in Computer Science, Information Technology or Computer Engineering
  • A minimum of 5 years of experience in systems administration with a proven track record managing Linux- and Windows-based servers, storage systems, and enterprise IT environments.
  • Practical experience with technologies such as SLURM, OpenStack, AWS, or Azure for research computing.
  • Practical experience with RDM platforms such as iRODS, YoDa, or equivalent, and familiarity with research data capture tools like REDCap. A strong understanding of FAIR data principles is essential.

Added Advantage:

  • A Master’s degree (NQF 9 level) in statistics, mathematics, computer science or other quantitative fields.

Required competencies: (skills, knowledge, and behavioural attributes)

  • Ability to use scripting languages such as Bash or Python to automate system tasks and workflows.
  • Adept at engaging with researchers, delivering user training, and developing clear, comprehensive technical documentation.
  • Adaptable to the rapidly evolving landscape of research IT infrastructure, with a proactive approach to acquiring new skills and technologies.
  • A high level of integrity in handling sensitive information
  • Ability to work independently as well as part of a team, use initiative, and be flexible.
  • Sound knowledge of university research environment, including relevant legislation and policies
  • Project management skills
  • Excellent communication skills– written and verbal
  • Excellent interpersonal skills
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Team leader: eb claims administration

Bellville, Western Cape NBC Holdings

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Direct message the job poster from NBC Holdings We are seeking an experienced Team Leader in Provident Fund Claim Administration to oversee a portfolio of funds and the Claims Administration team, so as to meet all Service Providers Agreement (SPA). Assist with the management of business processes by solving day-to-day challenges; checking and verifying data and action the first authorisation as well as first release of payments for claims, while supporting and developing the team. Maintain accurate and complete membership data Process monthly claims for specific funds andm Maintain accurate member data. Identify all participating employers with outstanding payments and /or schedules liaise with Fund accounts and notify the Fund monitoring person. Check and authorise claims. Oversee the preparation of member Benefit statements Report on Fund information and statistics Oversee the preparation of daily stats and submission of this report to management. Facilitate the preparation of Fund Year end recons and reports required. Preparation of unallocated reports for team members and all outstanding work to be completed. To ensure all matters pertaining to the updates process as communicated to the team. Attend to customer queries within the agreed SLA of 24 hours. Proactively identify opportunities for new business and improvements within the Fund. Attend to and resolve all escalations and complaints within the stipulated SLA. Provide feedback to clients when needed and encourage open communication with clients. Coach & Support team members Provide team members with on the job training as required. Coach and support the team when needed in order to improve delivery of service. Mentoring of staff for career development. Lead team members to complete their daily plans, monitor and review progress. Adhere to NBC Processes and Procedures Process all claims as per NBC Standards, processes and procedures. Follow admin standards as per client SPA. Adhere to company code of conduct, legislative requirements and protocols. Experience, Skills and Qualifications Minimum 4-5 years of experience in Retirement Fund administration at a senior level, as well as 2-3 years of Team Leader / Supervisory experience. In-depth knowledge of Retirement Funds Administration. Experience in using legislation systems (Everest) would be advantageous. Industry understanding – clients and competitors Knowledge of processes for managing data and records Client centric Compliance with fund rules, legislation, policies, etc. Process management A Diploma or certification in Employee Benefits/Management/Business Administration will be advantageous Onsite and full time Remuneration Market related salary with benefits Location Interested candidates can submit their CVs directly via Linked In Jobs. Note only qualifying candidates are to be contacted. Should you not have received any feedback from us in 3 weeks, kindly consider your application unsuccessful. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at NBC Holdings by 2x Sign in to set job alerts for “Claims Team Lead” roles. City of Cape Town, Western Cape, South Africa 5 days ago Cape Town, Western Cape, South Africa 4 days ago Cape Town, Western Cape, South Africa 4 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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Manager: Academic Administration (Post Level 8)

Stellenbosch, Western Cape Stellenbosch University

Posted 8 days ago

Job Viewed

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Job Description

Department Description/Departement Beskrywing

Registrar's Responsibility Centre

Centre for Academic Administration (Tygerberg campus)

Manager: Academic Administration (Post Level 8)

(Tygerberg Campus)

Ref. REG/190/0825

The Centre for Academic Administration, located on the Tygerberg campus of Stellenbosch University (SU), provides integrated academic administration services in support of the Faculty of Medicine and Health Sciences (FMHS) on the Tygerberg and Stellenbosch campuses.

Our work supports prospective and current students, academic and support staff, and public stakeholders throughout the student lifecycle.

Our Key Areas Of Focus Include

  • Selection, admission, and registration of FMHS students;
  • Implementation of Stellenbosch University policies, procedures, and academic regulations;
  • Student and graduate registration with professional councils (Health Professions Council of South Africa (HPCSA) and the South African Nursing Council (SANC));
  • Academic planning, timetabling, and assessment coordination;
  • Academic record management of the FMHS students;
  • Secretariat support for the FMHS standing committees;
  • Coordination of pledge ceremonies.


We support associated entities with

  • Residence placement at Tygerberg campus;
  • Administration of undergraduate bursaries and loans.


We are looking for an Academic Administration Manager to provide professional, innovative, and person-centred management and administration of undergraduate student selection, to coordinate and liaise with professional bodies like the Health Professions Council of South Africa and the South African Nursing Council, as well as external stakeholders like the National and Provincial Departments of Health in support of the Faculty of Medicine and Health Sciences.

This includes the effective and empathetic provision of advice, service delivery, and liaising with applicants, students, the public, colleagues, and academics.

Duties/Pligte

  • Leading and managing staff in the Undergraduate Selection Office and Academic Administration at Tygerberg campus, ensuring smooth daily operations.
  • Overseeing the integrity, compliance, and quality assurance of undergraduate selection processes in collaboration with Faculty leadership and stakeholders.
  • Managing processing of selection applications and decisions, documentation, and reporting, including resolution of system errors and risk tracking.
  • Supporting the Centre for Undergraduate Bursaries and Loans (CUBL) and the Central Applications and Student Accommodation Offices, based on Tygerberg campus, in its daily operations and


service delivery.

  • Liaising with internal and external stakeholders, including selection panels, Faculty management, central applications, recruitment teams, the national and provincial Departments of Health, and


professional bodies like the South African Nursing Council (SANC) and the Health professions Council of South Africa (HPCSA).

  • Participating in recruitment events, preparing marketing materials, and responding to programme/selection enquiries from applicants and the public.
  • Supporting the National and Provincial health department in medical internship and community service placements for undergraduate graduates, and providing statistics to the National


Department of Health on prospective qualifying graduates.

  • Managing professional registration processes with the HPCSA and SANC, including payments, application for additional training numbers, and compliance records.
  • Providing strategic and administrative support to the Deputy Registrar to enhance operational efficiency and service quality in the Centre for Academic Administration (Tygerberg campus).


Job Requirements/Pos Vereistes

  • A university degree or an equivalent NQF 7 qualification.
  • At least five years' relevant experience within a higher education institution, or at least seven years' related experience.
  • At least three years' experience in staff management or project management which does not have to be linked to the "related" or "relevant" experience listed above.
  • Excellent record of and the ability to work with a high attention to detail and maintain confidentiality.
  • Excellent organisational, planning, prioritising and administrative skills.
  • Proven ability to function effectively under pressure and to keep to strict deadlines.
  • Excellent communication skills in English, and proven ability to effectively function within a multi-lingual and multi-cultural environment.
  • Excellent report writing and proven presentation skills.
  • Proven ability to manage problem and conflict situations in a diplomatic manner.
  • Highly articulated with advanced writing abilities.
  • Excellent interpersonal relations and the ability to communicate with ease on all levels.
  • Proven record of producing high level reports and correspondence with internal and external stakeholders.
  • A proven record of professionalism, tact and integrity.
  • Proven ability to work as part of a team.
  • Availability to work after official office hours.
  • Knowledge of relevant and appropriate computer applications (word processing, text writing and editing, proficiency with SharePoint, Adobe Acrobat and virtual meeting platforms such as MS


Teams) and other related technologies or software.

  • Proven experience in database management.
  • Understanding of document control and recordkeeping practice.


Recommendation/Aanbeveling

  • A postgraduate qualification.
  • Experience in the introduction of new programmes and with the relevant policies and processes of the Council on Higher Education (or similar institutions).
  • Experience in rules and processes of regulatory bodies like the Health Professions Council of South Africa (HPCSA) and the South African Nursing Council (SANC).
  • Experience and knowledge in a Health Science faculty or a similar context.
  • Proven record of student-centred service delivery.
  • Proven experience of the software used within the SU environment.
  • Proficiency in Afrikaans and/or another official South African language.


How To Apply/Hoe Om Aansoek Te Doen

#PSS

Stellenbosch University is committed to employment equity (EE), and appointments will be made in line with the EE plan for the specific environment as well as the EE Plan of the University.

Stellenbosch University reserves the right not to make an appointment.

Your application, comprising a comprehensive curriculum vitae (including the names and email addresses of at least three referees) , must reach the University before or on the closing date of the advertised post.

APPLY ONLINE AT BY USING THE APPLY NOW LINK AT THE TOP RIGHT-HAND CORNER OF THE SPECIFIC VACANCY PAGE.

The University reserves the right to investigate qualifications and conduct background checks on all candidates.

The Occupational Health and Safety Act requires people in occupations that entail potential exposure to certain hazards (such as, but not limited to: noise, hazardous chemical substances and hazardous biological agents) to be subjected to medical screening, to determine their fitness to work in the said occupations.

Should no feedback be received from the University within four to six weeks of the closing date, kindly accept that your application did not succeed.

Enquiries/Navrae

Enquiries regarding this post : Farah Fredericks on , or at

Enquiries regarding remuneration/benefits, as well as technical assistance with the electronic

application process: Human Resources Client Services Centre on (Stellenbosch) / (Tygerberg), or at

Currency ZAR

Commencement Date 01-Oct-2025

Closing Date 03-Sep-2025

Amount of Travel

Work At Home

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Senior Operations Manager - Investment Tax Administration (CH1148)

Durbanville, Western Cape ExecutivePlacements.com - The JOB Portal

Posted 22 days ago

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Job Description

Senior Operations Manager - Investment Tax Administration (CH1148)

Join to apply for the Senior Operations Manager - Investment Tax Administration (CH1148) role at ExecutivePlacements.com - The JOB Portal

Senior Operations Manager - Investment Tax Administration (CH1148)

1 week ago Be among the first 25 applicants

Join to apply for the Senior Operations Manager - Investment Tax Administration (CH1148) role at ExecutivePlacements.com - The JOB Portal

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POSITION INFO:

We are seeking a hands-on and strategic Senior Operations Manager to oversee and drive the operational performance of our Tax Administration team, with a particular focus on Capital Gains Tax. This individual will be responsible for leading a team of highly skilled Tax Analysts, managing service delivery, driving process improvements, and supporting regulatory compliance efforts.

Recruiter:

CapitalH

Job Ref:



Date posted:

Saturday, July 12, 2025

Location:

Durbanville, South Africa

SUMMARY:

POSITION INFO:

We are seeking a hands-on and strategic Senior Operations Manager to oversee and drive the operational performance of our Tax Administration team, with a particular focus on Capital Gains Tax. This individual will be responsible for leading a team of highly skilled Tax Analysts, managing service delivery, driving process improvements, and supporting regulatory compliance efforts.

The role is ideal for a qualified CA(SA) or finance professional with experience managing tax or audit teams, and a strong appreciation for operational excellence in a regulated environment.

Qualifications:

  • Bachelor’s Degree in Finance, Accounting, Taxation, or related.
  • CA(SA) or equivalent professional designation highly preferred.

Experience:

  • 8–10+ years’ experience in financial services, with at least 5 years in a senior operations or tax/audit team management role.
  • Proven experience working in or managing a tax or audit function (Capital Gains Tax exposure preferred).
  • Familiarity with South African tax laws, especially CGT, is highly advantageous.

Skills & Attributes:

  • Strong leadership and team management skills.
  • Detail-oriented with a deep understanding of process controls.
  • Ability to work in a fast-paced, high-accountability environment.
  • Comfortable working with data and tax technology platforms.
  • Excellent verbal and written communication skills.

General:

  • Only shortlisted candidates will be contacted. Should you not hear from us after 30 days you may consider your application unsuccessful
  • In keeping with our client’s employment equity requirements, only South African citizens will be considered.
  • Please include your current salary and salary expectations.



Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Management and Manufacturing
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BEL/AO/12/08/2022 Bellville Local Office – Administration Officer

Bellville, Western Cape Legal Aid South Africa

Posted 22 days ago

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Job Description

Legal Aid SA is a National Public Entity; a key contributor to South Africa’s constitutional democracy, providing quality legal services to indigent and vulnerable persons. The organisation has a national footprint in all nine provinces. Legal Aid SA is a credible employer of choice, boasting Top Employer SA accreditation for 13 consecutive years. We offer an exciting Employee Value Proposition with opportunities for development, career growth and an inspiring workplace.

Applications are invited from persons interested to fill the above-mentioned position. The incumbent will be appointed on a permanent basis. The position is based in Bellville.

KEY OUTPUTS
  • To support legal practitioners and office operation by providing an administrative support service in accordance with Legal Aid South Africa policies, procedures and standards.
  • Maintain the record keeping and filing system of the office.
  • Perform office administration, switchboard, typing and filing duties.
  • Maintain Asset Register.
  • Distribute reports and other documentation.
  • Human resources and procurement administration.
  • Practise sound customer relations.
COMPETENCIES (SKILLS, KNOWLEDGE AND ATTRIBUTES) REQUIRED
  • A recognised National Senior/Matric certificate.
  • A minimum of twelve (12) months’ relevant administrative experience.
  • Understanding and application of basic computer software packages.
  • Good written and verbal communication skills.

Basic Salary: Level 5 (R176,310.00) plus benefits per annum.

A detailed curriculum vitae reflecting practical application of the position outputs and the required competencies as advertised must be submitted by close of business on 26 August 2022 , quoting the reference number BEL/AO/12/08/2022 in the subject line to or apply online at .

Enquiries to: Edward Noach, Tel: .

The employment decision shall be informed by the Employment Equity Plan of Legal Aid SA. It is Legal Aid SA’s intention to promote equity (race, gender and disability) through the filling of this post(s) with a candidate whose transfer/promotion/appointment will promote representivity in line with the numerical targets as contained in our Employment Equity Plan. Legal Aid SA reserves the right to withdraw posts or not to make an appointment, if by doing so, the interests of Legal Aid SA will be best served.

APPLICANTS NOT CONTACTED WITHIN TWO (2) MONTHS MAY CONSIDER THEIR APPLICATION UNSUCCESSFUL.

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Bel/ao/12/08/2022 bellville local office – administration officer

Bellville, Western Cape Legal Aid South Africa

Posted today

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Job Description

permanent
Legal Aid SA is a National Public Entity; a key contributor to South Africa’s constitutional democracy, providing quality legal services to indigent and vulnerable persons. The organisation has a national footprint in all nine provinces. Legal Aid SA is a credible employer of choice, boasting Top Employer SA accreditation for 13 consecutive years. We offer an exciting Employee Value Proposition with opportunities for development, career growth and an inspiring workplace. Applications are invited from persons interested to fill the above-mentioned position. The incumbent will be appointed on a permanent basis. The position is based in Bellville. KEY OUTPUTS To support legal practitioners and office operation by providing an administrative support service in accordance with Legal Aid South Africa policies, procedures and standards. Maintain the record keeping and filing system of the office. Perform office administration, switchboard, typing and filing duties. Maintain Asset Register. Distribute reports and other documentation. Human resources and procurement administration. Practise sound customer relations. COMPETENCIES (SKILLS, KNOWLEDGE AND ATTRIBUTES) REQUIRED A recognised National Senior/Matric certificate. A minimum of twelve (12) months’ relevant administrative experience. Understanding and application of basic computer software packages. Good written and verbal communication skills. Basic Salary: Level 5 (R176,310.00) plus benefits per annum. A detailed curriculum vitae reflecting practical application of the position outputs and the required competencies as advertised must be submitted by close of business on 26 August 2022 , quoting the reference number BEL/AO/12/08/2022 in the subject line to or apply online at . Enquiries to: Edward Noach, Tel: . The employment decision shall be informed by the Employment Equity Plan of Legal Aid SA. It is Legal Aid SA’s intention to promote equity (race, gender and disability) through the filling of this post(s) with a candidate whose transfer/promotion/appointment will promote representivity in line with the numerical targets as contained in our Employment Equity Plan. Legal Aid SA reserves the right to withdraw posts or not to make an appointment, if by doing so, the interests of Legal Aid SA will be best served. APPLICANTS NOT CONTACTED WITHIN TWO (2) MONTHS MAY CONSIDER THEIR APPLICATION UNSUCCESSFUL. #J-18808-Ljbffr
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Talent Pool: Client Services Administrator - Fund Administration (Sandton & Cape Town)

Bellville, Western Cape Momentum

Posted 6 days ago

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Job Description

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them, and invest for the future. We assist companies and organizations in caring for and rewarding their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms, Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at .

Additional Information

This is a general talent pool advertisement. By applying, you are expressing your interest in being considered for future job opportunities within our organization. Please note that this is not an active vacancy, and you may not receive an immediate response. We encourage you to apply to other relevant roles that are currently open, and we will contact you when a suitable position becomes available.

Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Effective execution of retirement fund administration in line with business, legislative, and industry requirements, thereby improving overall client experience.

Requirements

Experience and Qualifications

  • Matric or equivalent.
  • 2 - 3 Years' experience in a financial services administration environment.
  • Employee benefits experience will be an advantage.

Duties & Responsibilities

  • Taking ownership of complaints and ensuring they are resolved timeously and effectively.
  • Providing first-time resolution on escalated complaints.
  • Engaging in effective communication and delivering according to SLA's.
  • Service recovery and client relationship restoration.
  • Dealing with client requests in a competent, efficient, and professional manner.
  • Client/Broker visits where required.
  • Client relationship building.
  • Prepare Employer/Broker reports.
  • Contributions – Understanding of retirement fund contributions process, including collection, recording, reconciliation, and management of defaults in line with the S13A prescripts.
  • Claims – Ability to process various exits including Withdrawals, Retrenchments, Retirements, as well as knowledge of the full Death benefit processing in line with S37 of the PFA.
  • Transfers In and Out – Ability to process S14 transfers and perform the requisite reconciliations.
  • Client Servicing – Ability to address queries and resolve complaints expeditiously raised by members in both spoken (telephonically and face-to-face) and written communication (email).
  • In conjunction with the Administration Manager, be accountable for the coordination of service delivery both internally and externally.
  • Support the Portfolio Manager to enable efficient and effective client service.
  • Ensuring all risks are mitigated and escalated where necessary.
  • Report on findings of complaints to avoid reoccurrence.
  • Maintaining consistent service delivery to ensure client retention and satisfaction.
  • Effectively utilize IT systems to ensure accuracy of documentation.
  • Ensure adherence to organizational best practices and legislative requirements.
  • Maintain broad product knowledge to respond effectively and accurately to customer complaints.
  • Build and maintain relationships with clients and internal and external stakeholders.
  • Contribute to developing client service standards to ensure clients receive clear and accurate information and are kept informed at all times.
  • Make recommendations to improve client service and fair treatment of clients.
  • Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides an exceptional client experience.
  • Continuously develop own expertise in industry and subject matter development and application thereof in a specialized area.
  • Positively influence and manage change, offering specialist support where required.
  • Contribute to continuous innovation through the development, sharing, and implementation of new ideas and involving colleagues and staff.
  • Participate and contribute to a culture of work-centric thinking, productivity, service delivery, and quality management.
  • Take ownership of career development.

Competencies

  • Analytical thinking.
  • Business acumen.
  • Presentation and facilitation skills.
  • Planning and organizing.
  • Interpersonal relationships.
#J-18808-Ljbffr
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Talent pool: client services administrator - fund administration (sandton & cape town)

Bellville, Western Cape Momentum

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Job Description

permanent
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them, and invest for the future. We assist companies and organizations in caring for and rewarding their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms, Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at . Additional Information This is a general talent pool advertisement. By applying, you are expressing your interest in being considered for future job opportunities within our organization. Please note that this is not an active vacancy, and you may not receive an immediate response. We encourage you to apply to other relevant roles that are currently open, and we will contact you when a suitable position becomes available. Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page. Role Purpose Effective execution of retirement fund administration in line with business, legislative, and industry requirements, thereby improving overall client experience. Requirements Experience and Qualifications Matric or equivalent. 2 - 3 Years' experience in a financial services administration environment. Employee benefits experience will be an advantage. Duties & Responsibilities Taking ownership of complaints and ensuring they are resolved timeously and effectively. Providing first-time resolution on escalated complaints. Engaging in effective communication and delivering according to SLA's. Service recovery and client relationship restoration. Dealing with client requests in a competent, efficient, and professional manner. Client/Broker visits where required. Client relationship building. Prepare Employer/Broker reports. Contributions – Understanding of retirement fund contributions process, including collection, recording, reconciliation, and management of defaults in line with the S13 A prescripts. Claims – Ability to process various exits including Withdrawals, Retrenchments, Retirements, as well as knowledge of the full Death benefit processing in line with S37 of the PFA. Transfers In and Out – Ability to process S14 transfers and perform the requisite reconciliations. Client Servicing – Ability to address queries and resolve complaints expeditiously raised by members in both spoken (telephonically and face-to-face) and written communication (email). In conjunction with the Administration Manager, be accountable for the coordination of service delivery both internally and externally. Support the Portfolio Manager to enable efficient and effective client service. Ensuring all risks are mitigated and escalated where necessary. Report on findings of complaints to avoid reoccurrence. Maintaining consistent service delivery to ensure client retention and satisfaction. Effectively utilize IT systems to ensure accuracy of documentation. Ensure adherence to organizational best practices and legislative requirements. Maintain broad product knowledge to respond effectively and accurately to customer complaints. Build and maintain relationships with clients and internal and external stakeholders. Contribute to developing client service standards to ensure clients receive clear and accurate information and are kept informed at all times. Make recommendations to improve client service and fair treatment of clients. Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides an exceptional client experience. Continuously develop own expertise in industry and subject matter development and application thereof in a specialized area. Positively influence and manage change, offering specialist support where required. Contribute to continuous innovation through the development, sharing, and implementation of new ideas and involving colleagues and staff. Participate and contribute to a culture of work-centric thinking, productivity, service delivery, and quality management. Take ownership of career development. Competencies Analytical thinking. Business acumen. Presentation and facilitation skills. Planning and organizing. Interpersonal relationships. #J-18808-Ljbffr
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