Pension Support Assistant

JOB SUMMARY

The role of the Pension Support Assistant is to ensure proper and accurate deposit administration in order to maximise long-term revenue opportunities while strengthening client loyalty.

ROLES AND RESPONSIBILITIES

• Contribution Management: Receive DA contributions; ensure timely booking, receipting, and allocation, tracing unidentified credits, tracking unpaid contributions.
• Data & Documentation Management: Maintain accurate, well-organized member records. Conduct continuous data clean-ups for legacy schemes while updating member and beneficiary information.
• Client Onboarding: Creating new members into the scheme in ILMS, Partner Portal, and self-service portal registration.
• Payments & Compliance: Process scheme fund expenses. Ensure 100% compliance for DA and Umbrella schemes by managing timely payment and filing of installment taxes, RBA levies, and withholding taxes.
• Occasional Duties: Identifying gaps or new requirements in the systems.

ACADEMIC AND PROFESSIONAL QUALIFICATIONS AND KNOWLEDGE

• Bachelor Degree in any field from a reputable university.

EXPERIENCE

At least three months of post-qualification experience.

CORE TECHNICAL COMPETENCIES REQUIRED FOR THE ROLE

• Strong communication and presentation skills
• Strong analytical and fact-based decision-making skills.
• Must be a self-starter, highly organized, and able to work well with people at all levels in the organization.
• Strategic thinking and problem-solving skills.
• Good customer relationship management skills (internal and external customers).