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Employee Benefits Operational Support Junior Consultant
Job summary
A leading FinTech company in South Africa is seeking an Employee Benefits Operational Support Junior Consultant. This role involves assisting with Section 14 transfers, preparing special rules, and submitting documents to the FSCA. The ideal candidate holds a relevant degree in law, knowledge of retirement fund legislation, and proficiency in MS Office. Key competencies include being results-oriented, analytical, and a creative problem solver. This is a great opportunity to grow within the Employee Benefits Operations team.
Qualifications
- Relevant Degree/Diploma with specialization in law (e.g., LLB).
- Post graduate law qualification preferred.
- Knowledge of the legislation governing retirement funds, especially the Pension Funds Act.
- Working knowledge of MS Office (MS Word, Excel, PowerPoint).
Responsibilities
- Assist with the collation of required information for Section 14 transfers.
- Prepare first drafts of new and revised special rules for submission.
- Draft beneficiary communication for Section 37C claims.
- Assist senior specialist with submissions to FSCA.
Skills
Education
NAME OF THE ROLE: Employee Benefits Operational Support Junior Consultant (CPT)
Sygnia is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking and administration services, as well as a wide range of savings products, to institutional and retail clients. All that we do is supported by leading-edge technology platforms.
Sygnia Limited are seeking to appoint a capable and skilled professional to fulfil the function of EB Operational support junior consultantwithin the Employee Benefits Operation Support department.
The duties and responsibilities of this position include (but are not limited to) taking responsibility of any clients or product ranges assigned to the various teams that make up the Employee Benefits Operation Support department:
- Assist with the collation of required information and documents for submission to senior specialist for transfers IN and OUT of the fund.
- Follow-up regularly with the transferor fund until the S14 application is received – transfers IN.
- Follow-up regularly with the administrator and consultant until the S14 requirements are received – transfers OUT.
- Prepare the first drafts of the required forms as instructed by senior specialist.
- Follow-up on payments regularly with transferor funds (transfers IN) as well as internally (transfers out) until payments for all members included on the transfer application has been received/paid.
- Prepare the first drafts of new special rules using the employer participation application (EPA) and other supporting documents for onward submission to senior specialist.
- Prepare the first draft of revised special rules using the employer’s resolution and the current registered special rules onward submission to senior specialist.
- Notify supervisors, the administrator team, and consultants once Financial Sector Conduct Authority (FSCA) approval is received.
- Assist senior specialist with the submission of documents, appointment letters/applications, extension applications and responses to the FSCA in respect of the Funds’ valuations, annual financial statements, Section 7B exemptions and Section 26 Trustee requirements.
- Assist with the collation of required information and documents for submission to senior specialist.
- Maintain records of all investigations.
- Draft trustee resolutions for onward submission to senior specialist.
- Draft beneficiary communication for onward submission to senior specialist.
- Relevant Degree/Diploma with specialization in law (e.g., LLB)
- Post graduate law qualification preferred
- Knowledge of the legislation governing retirement funds, especially the Pension Funds Act.
- Working knowledge of MS Office (MSWord, Excel, PowerPoint)
- Confident
- Ability to manage expectations
- Self-awareness
- Resilient
- Responsible and accountable
- Results-orientated
- Creative problem-solvers
- Analytical thinking
- Strategic thinking
Closing date: 05 January 2026
Email CV to: recruit@sygnia.co.za
Contact: Busisiwe Ngumla
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.