Retirement Funds Admin & Compliance Specialist

Discovery; Johannesburg; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Discovery in Johannesburg is seeking an Administrator to manage day-to-day administration within Retirement Funds, primarily Umbrella Funds, and group life billing. The role requires accuracy, regulatory awareness, and a mindset to improve processes while delivering quality service to Umbrella Funds clients.

You will support internal stakeholders and brokers, handle monthly reconciliations, and ensure data integrity.

Qualifications

• Experience in Retirement Funds Umbrella and group risk administration.
• NQF level 6 or equivalent advantageous.
• Wealth management qualifications beneficial.
• Proficiency in MS Office with advanced Excel skills.

Responsibilities

• Processing of all daily and monthly transactional activity within the agreed service levels.
• Perform QA function for document verification where necessary.
• Ensure that day to day administration is accurate, compliant, and abreast with regulatory frameworks.
• Dealing with queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations.
• Update monthly reports for submission to direct line managers to review.
• Develop and maintain excellent business relations with internal and external brokers.

Skills

Communication Skills

Reporting Skills

Logical Communication

Very Organized

Probing Skills

Interpersonal Skills

Exposure to Compass

Education

Group Risk & Umbrella Funds experience

NQF level 6 or similar

Wealth Management qualifications

Introduction to Retirement Funds

MS Office / Advanced Excel skills

Tools

MS Office

Excel

Job description

Discovery in Johannesburg is seeking an Administrator to manage day-to-day administration within Retirement Funds, primarily Umbrella Funds, and group life billing. The role requires accuracy, regulatory awareness, and a mindset to improve processes while delivering quality service to Umbrella Funds clients.

You will support internal stakeholders and brokers, handle monthly reconciliations, and ensure data integrity.