Retirement Annuity and Investment Specialist

Description

• Process and capturing of Retirement annuity maturities and early maturities
• Authorisation of retirement annuities payments and issuing of new investments

Duties

• Preparing and overriding Sanport quotes
• Retrieving Early Retirement quotes
• Prepare request to send to SA actuarial to adjust policy records change the currency from SA rand to NAM dollars
• Complete, sign and stamp ROPs- Return of Purchase to other instructions
• Prepare, and draft ROTs to other insurers to sign off in order to transfer funds to other ILLA or Life Annuit plans
• Recalculating incomes, identifying irregularities and requesting for outstanding requirements
• Allocating internal and external funds from the FNB bank account onto the investment plans by preparing P920 journals
• Transferring funds between investment plans in order to balance amounts for P29 plans
• Prepare documentation, quotes and managers decisions for reissuing cases
• Preparing journals to reallocate and recon reissuing costs
• Capturing investment plans 2,3,29 on NUB800 and issuing them
• Provide feedback on pending cases and portfolio slips to intermediaries on finalized cases
• Scan, capture and authorize Early and Matured Retirement Annuity claims on all databases
• Updating all client’s personal details and ensure they are compliant with every claim
• Request for PDD/ DRA/ ORMs screening on all the investments
• Request for approval of payments and availability of funds from Finance to finalize Retirement claims
• Prepare and sign off on checklists on all payments
• Capture all Retirement continuations on all databases and debit orders if the continuation is with premiums
• Back up to authorize all Savings claims on all databases
• Maintaining all related cases on DocIt

Requisites

• Qualifications and Experience:
• Minimum Grade 12 certificate and a further tertiary qualification in the relevant fields will be an added advantage
• 2-3 years administrative experience in the financial services sector, preferably as a financial adviser and/or sales management role
• Knowledge and Skills:
• Excellent Communication Skills in English (Verbal & Written)
• One local Namibian language will be an added advantage
• Computer Literate (MS Office Package)
• Strong communication skills
• Ability to meet deadlines
• Ability to work in team related environment
• Problem identification and problem-solving skills
• Accurate and organised
• Reliable, hardworking and accountable
• Personal Attributes:
• Plans and aligns - Contributing independently
• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently

Notes

• Only shortlisted applicants will be contacted