Senior Administrator: Umbrella Funds (PP1176)
📍 Location: Stellenbosch
🏢 Category: Operations & Administration (OF6310)
📅 Posted By: Alexander Forbes
🗓 Posted On: 18 March 2025
⏳ Closing Date: 28 March 2025
Purpose of the Role:
We are looking for a Senior Administrator: Umbrella Funds to oversee the efficient delivery of high-quality services to clients. This role focuses on building strong relationships with internal stakeholders and fostering a culture of high performance, innovation, and continuous improvement within the Retail Member Administration division under the Fund and Member Administration pillar.
Qualifications & Experience:
✅ Education:
- Relevant Degree/Tertiary Qualification or Matric (Grade 12)
✅ Experience:
- Minimum 5 years of experience in Retirement Fund Administration (Essential)
- Experience in investment administration and retirement fund administration (Advantageous)
Business & Industry Knowledge:
- Understanding of daily-priced unitized investments, including unit trusts and multi-manager portfolios.
- Strong knowledge of the Pension Funds Act, Income Tax Act, and relevant FSB & SARS regulations.
- Ability to analyze financial data, market trends, and internal insights to enhance the client experience and align with Alexander Forbes’ broader product offering.
- Proven track record in building and managing client relationships.
Key Competencies & Skills:
📌 Strategic & Operational Competencies:
- Operational Excellence – Drive efficiency and accuracy in fund administration.
- Change Management – Adapt to regulatory changes and implement improvements.
- Accountability – Take ownership of processes and service delivery.
- Collaboration Culture – Work effectively with internal teams and external clients.
- Innovation – Identify and implement solutions for continuous improvement.
📌 Functional Skills:
- Core Administration – Proficient in managing fund and member administration.
- Technical & Operational Execution – Ensure processes are completed accurately and efficiently.
- Digital Solutions – Understand and utilize digital platforms for enhanced service delivery.
Key Responsibilities:
🤝 Stakeholder & Client Relationship Management
- Build and maintain strong relationships with both internal and external stakeholders.
- Foster trust-based relationships with clients and teams across Alexander Forbes.
- Enhance customer loyalty and retention by delivering exceptional service.
- Gain a deep understanding of retirement fund structures and client needs.
- Proactively coordinate client interactions and resolve concerns efficiently.
- Ensure compliance with Treating Customers Fairly (TCF) principles in all engagements.
🌟 Customer Experience & Compliance (TCF)
- Ensure a seamless client experience at every touchpoint.
- Implement and uphold the six TCF principles in daily operations.
👥 People & Performance Management
- Conduct performance reviews and ensure alignment with company timelines.
- Maintain a motivated and engaged team environment.
- Actively participate in company initiatives, including policies and surveys.
- Drive operational excellence within the team.
📊 Systems & Reporting
- Ensure all reports are generated and delivered on time.
- Monitor system performance and address any operational challenges.
Why Join Us?
✔ Work with an industry-leading organization committed to innovation.
✔ Opportunity to build meaningful client relationships and make a real impact.
✔ Be part of a supportive and high-performing team.
✔ Competitive salary and career development opportunities.
If you are a detail-oriented professional with expertise in retirement fund administration and a passion for client service, we encourage you to apply!
