SURF Client Servicing Administrator

Sygnia Asset Management; Wes-Kaap; On-site; ZAR 260,000 - 390,000; Full time

Job summary

Sygnia is seeking a detail-orientated SURF Client Servicing administrator to provide administration and servicing support for SURF brokers and their funds across the Cape Town and Durban coastal regions. The role requires 3 years of experience in employee benefits with exposure to umbrella fund or retirement fund administration and a strong focus on accuracy, compliance and stakeholder service.

The position covers national quotations and ongoing servicing tasks within a growth-oriented SURF

Qualifications

• 3 years' experience in Employee Benefits
• Experience in umbrella fund administration or standalone retirement fund administration
• Knowledge of retirement fund industry and legislation

Responsibilities

• Administer and provide ongoing servicing support for SURF brokers and their funds across the Cape Town and Durban coastal regions.
• Prepare, co-ordinate and issue all SURF quotations nationally, ensuring accuracy and timeliness.
• Act as a centralised support point for brokers and consultants in relation to SURF administration and quotation requirements.
• Liaise with internal teams, brokers, consultants and service providers to resolve queries and ensure efficient processing of transactions.
• Maintain accurate administration records, supporting documentation and quotation files in line with internal processes and compliance requirements.
• Monitor outstanding items, follow up on requirements and ensure deliverables are completed within agreed deadlines.
• Support service delivery improvements by identifying process gaps and helping to standardise administration practices.
• Take ownership of allocated administrative tasks and provide reliable support to accommodate growth within the SURF portfolio.

Skills

Client servicing

Attention to detail

Numeracy

Communication

Education

Diploma or Degree (advantageous)

Tools

Everest

Job description

Sygnia is seeking a detail-orientated SURF Client Servicing administrator to provide administration and servicing support for SURF brokers and their funds across the Cape Town and Durban coastal regions.

DUTIES AND DAILY RESPONSIBILITIES:

• Administer and provide ongoing servicing support for the SURF brokers and their funds across the Cape Town and Durban coastal regions.
• Prepare, co-ordinate and issue all SURF quotations nationally, ensuring accuracy, consistency and timely turnaround.
• Act as a centralised support point for brokers and consultants in relation to SURF administration and quotation requirements.
• Liaise with internal teams, brokers, consultants and service providers to resolve queries and ensure efficient processing of transactions.
• Maintain accurate administration records, supporting documentation and quotation files in line with internal processes and compliance requirements.
• Monitor outstanding items, follow up on requirements and ensure deliverables are completed within agreed deadlines.
• Support service delivery improvements by identifying process gaps, recommending efficiencies and helping to standardise administration practices.
• Take ownership of allocated administrative tasks and provide reliable support to accommodate growth within the SURF portfolio.

ROLE QUALIFICATIONS AND EXPERIENCE:

• Diploma/Degree Advantageous
• Minimum of 3 years' experience in Employee Benefits
• Previous experience with umbrella fund administration and/or standalone retirement fund administration
• Working knowledge and experience of Everest (administration system) advantageous

COMPETENCIES REQUIRED:

• Strong attention to detail
• High level of numeracy and accuracy
• Good analytical and problem-solving skills
• Excellent interpersonal and relationship-building skills
• Strong written and verbal communication skills
• Service-driven mindset with a strong focus on broker, consultant and stakeholder support
• Proactive individual who is willing to take responsibility and accountability for allocated tasks
• Excellent organisational and planning skills
• Ability to manage multiple priorities and meet strict deadlines
• Ability to work independently and take ownership of key deliverables
• Ability to work under pressure while maintaining accuracy and responsiveness
• Solid knowledge of the retirement fund industry, employee benefits products and relevant legislation
• Process-orientated approach with the ability to identify efficiencies and support continuous improvement

Closing date: 21 August 2026

Should you not hear from us within 14 days after submitting your application, please accept your application as unsuccessful.

Disclaimer: Please be advised that your personal information shared on your CV will only be used as part of the Sygnia recruitment process for the role applied for. It will not be shared with any third parties for any other reason.