Where

Employee Benefits Operational Support Junior Consultant

Sygnia Asset Management
Cape Town Full-day Temporary

Description:

ROLE DESCRIPTION:

Sygnia Limited are seeking to appoint a capable and skilled professional to fulfil the function of EB Operational support administrator within the Employee Benefits Operation Support department.

DUTIES AND DAILY RESPONSIBILITIES

The duties and responsibilities of this position include (but are not limited to) taking responsibility of any clients or product ranges assigned to the various teams that make up the Employee Benefits Operation Support department:

Section 14 transfers:

  • Assist with the collation of required information and documents for submission to senior specialist for transfers IN and OUT of the fund.
  • Follow-up regularly with the transferor fund until the S14 application is received – transfers IN.
  • Follow-up regularly with the administrator and consultant until the S14 requirements are received – transfers OUT.
  • Prepare the first drafts of the required forms as instructed by senior specialist.
  • Follow-up on payments regularly with transferor funds (transfers IN) as well as internally (transfers out) until payments for all members included on the transfer application has been received/paid.

Section 37C – death claims

  • Assist with the collation of required information and documents for submission to senior specialist.
  • Maintain records of all investigations.
  • Draft trustee resolutions for onward submission to senior specialist.
  • Draft beneficiary communication for onward submission to senior specialist.

ROLE QUALIFICATIONS AND EXPERIENCE:

  • Relevant Degree/Diploma with specialization in law (e.g., LLB)
  • Post graduate law qualification preferred
  • Knowledge of the legislation governing retirement funds, especially the Pension Funds Act.
  • Working knowledge of MS Office (MSWord, Excel, PowerPoint)

CORE COMPETENCIES REQUIRED:

  • Confident
  • Ability to manage expectations
  • Self-awareness
  • Resilient
  • Responsible and accountable
  • Results-orientated
  • Creative problem-solvers
  • Analytical thinking
  • Strategic thinking


Requirements:

  • Assist with the collation of required information and documents for submission to senior specialist for transfers IN and OUT of the fund.
  • Follow-up regularly with the transferor fund until the S14 application is received – transfers IN.
  • Follow-up regularly with the administrator and consultant until the S14 requirements are received – transfers OUT.
  • Prepare the first drafts of the required forms as instructed by senior specialist.
  • Follow-up on payments regularly with transferor funds (transfers IN) as well as internally (transfers out) until payments for all members included on the transfer application has been received/paid.
  • Assist with the collation of required information and documents for submission to senior specialist.
  • Maintain records of all investigations.
  • Draft trustee resolutions for onward submission to senior specialist.
  • Draft beneficiary communication for onward submission to senior specialist.
  • Relevant Degree/Diploma with specialization in law (e.g., LLB)
  • Post graduate law qualification preferred
  • Knowledge of the legislation governing retirement funds, especially the Pension Funds Act.
  • Working knowledge of MS Office (MSWord, Excel, PowerPoint)
  • Confident
  • Ability to manage expectations
  • Self-awareness
  • Resilient
  • Responsible and accountable
  • Results-orientated
  • Creative problem-solvers
  • Analytical thinking
  • Strategic thinking
28 Jan 2026;   from: careers24.com

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