Onsite Retirement Fund Claims Specialist

Alexforbes; Rustenburg; On-site; ZAR 300,000 - 420,000; Full time

Benefits offered by this job

Bursaries

Leadership programmes

E-learning forums

Financial planning support

Total rewards

Power of One

Retirement contributions

Medical cover

Wellness programmes

Savings account

Job summary

Alexander Forbes seeks an Onsite Consultant to support members, trustees, insurers and internal stakeholders with retirement fund administration and claims services in Rustenburg. You will handle queries, process claims, and maintain strict confidentiality while building strong client relationships.

This role demands at least two years in financial services, proficiency in MS Outlook/Excel/Word, and knowledge of POPIA.

Qualifications

• Grade 12 with NQF Level 5; tertiary qualification advantageous.
• Minimum 2 years in financial services.
• Experience with death, disability, retirement and withdrawal claims.
• Based in Rustenburg or willing to relocate.
• Multilingual: English, Setswana, IsiZulu advantageous.
• Proficient in MS Outlook, Excel and Word; report writing and presentations.

Responsibilities

• Respond to fund-related administrative queries, including death, disability, and withdrawal claims
• Assist members with claims processes such as withdrawals, retirements, disability, and funeral benefits
• Conduct death claims investigations and compile investigation reports
• Liaise with insurers, trusts, and beneficiary funds regarding member matters
• Compile monthly reports for the Senior Consultant
• Facilitate financial planning referrals between members and Financial Planners
• Handle walk-in member queries and provide on-site support
• Maintain accurate record keeping in compliance with POPIA requirements
• Attend and participate in disability and death claims meetings, including leading discussions where required
• Perform general administration duties including filing, call handling, and stakeholder communication

Skills

Client relationships

Confidentiality

Claims admin

POPIA awareness

MS Office

Report writing

Multilingual (English)

Education

Grade 12 with NQF Level 5

Tertiary qualification advantageous

Tools

MS Outlook

Excel

Word

Job description

Alexander Forbes seeks an Onsite Consultant to support members, trustees, insurers and internal stakeholders with retirement fund administration and claims services in Rustenburg. You will handle queries, process claims, and maintain strict confidentiality while building strong client relationships.

This role demands at least two years in financial services, proficiency in MS Outlook/Excel/Word, and knowledge of POPIA.