S14 Drafter - Operational Support

Alexforbes; Johannesburg; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A financial services company in Johannesburg is seeking a dedicated professional to manage Section 14 transfer applications. The role involves preparing and submitting applications, ensuring compliance with legislation, and maintaining accurate records. Candidates should have Matric, experience in a similar role, and knowledge of relevant systems like Khanya and Tracker. An opportunity for continuous learning and development is available in a purpose-driven team.

Benefits

Continuous learning opportunities

Collaborative work environment

Career development opportunities

Qualifications

• Education includes Matric; NQF 4/5 in Employee Benefits preferred.
• Experience in a similar role is advantageous.
• Strong understanding of Section 14 legislation is required.

Responsibilities

• Manage end-to-end Section 14 transfer applications.
• Prepare and submit applications to relevant authorities within timelines.
• Maintain accurate records and respond to queries efficiently.

Skills

Intermediate MS Office

Excel Skills

Attention to Detail

Problem-solving

Strong Communication

Education

Matric (Grade 12)

NQF 4/5 in Employee Benefits or Retirement Funds

Tools

Khanya system

Tracker system

Job description

Purpose

Draft and manage Section 14 transfer applications end-to-end

Coordinate trustee signatures and submit to relevant authorities

Liaise with the FSCA, admin departments, and service consultants

Ensure compliance with legislation and internal procedures

Maintain confidentiality and respond to queries (written and telephonic)

Key Responsibilities

Drafting & Submission:

• Prepare Forms A, B, C, H, G, and II accurately
• Submit signed applications to transferee funds and FSCA within 48 hours
• Maintain accurate records using Tracker system

Turnaround Times:

• Action new requests and respond to emails within required SLA
• Maintain a minimum of 5 Section 14s completed weekly

Quality & Independence:

• Analyze checklists and membership data for accuracy
• Use Excel for data validation and error checking
• Monitor daily tasks using “To Do list” and “Event Summary”

Teamwork & Development:

• Participate in training and e-learning
• Foster strong inter-departmental relationships
• Contribute positively to team morale and knowledge sharing

Requirements

Education & Experience:

• Matric (Grade 12) required
• NQF 4/5 in Employee Benefits or Retirement Funds (advantageous)
• Experience in a similar role and industry knowledge preferred

Skills & Knowledge:

• Intermediate MS Office and Excel
• Familiarity with Khanya and Tracker systems
• Understanding of Section 14 legislation and compliance standards

Competencies:

• Attention to detail, problem-solving, and accountability
• Strong communication, collaboration, and customer focus
• Agility, innovation, and emotional connection to the brand

Why Join Alexforbes?

• Be part of a purpose-driven team focused on operational excellence
• Gain exposure to the retirement fund and employee benefits industry
• Access continuous learning and career development opportunities
• Work in a collaborative, inclusive, and high-performance culture
• Contribute to meaningful work that impacts people’s financial futures