- Location
- City of Johannesburg Metropolitan Municipality, Gauteng
- Workplace
- Onsite
- Type
- Full-time
- Department
- Administration
- Experience
- 3+ years
- Closing date
- Today
- Source
- Vincere
Description
Financial Services: Onboarding and Transfers Administrator
Max CTC R168k per annum and includes some company benefits.
Reporting to: Liabilities Manager
Area: Bryanston
Setup: In office full time
Kindly note – due to the nature of the business and legislation (financial services) only candidates with no judgements or defaults on their ITC can be considered.
Key Responsibilities:
- Manage Section 14, Section 42, unit, tax-free saving, and retirement fund transfers.
- Oversee tax directive applications and liaise with trustees and principal officers.
- Maintain compliance with regulations and ensure efficient process tracking.
- Provide support for audits and handle unallocated queries.
Requirements:
- Matric certificate (essential); commerce degree or insurance diploma (NQF 6/7) (nice to have)
- Minimum 3 years’ experience in LISP or investment insurance.
- Proficiency in fund administration and long-term insurance legislation.
- Strong problem-solving, Excel, and communication skills.
Please only apply if you meet the above criteria.
Skills
ExcelCompliance