Fund Manager-Retirement / Pension Fund

About the position

To review and ensure quality of work within a team is processed according to procedure and legislation within a Funds SLA and to assist team with complex queries and ensuring deliverables in the team are met.
To ensure that you are able to attend client meetings and explain and present complex queries
To grow and mentor staff and to deal with any disciplinary issues that may arise.

• Manage E&O's
• Manage Budgeting Processes incorporating managing headcount, annual fee increases for admin only clients, revenue leakage and billing opportunities
• Achieve average of 8 on NPS across Funds Reduction in escalations from clients by monitoring and driving SLA in team
• Increase in the number of tasks processed that require no manual intervention from AF resources
• Data cleanup themes on member & fund level identified and plans in place to correct
• Ensuring operational excellence of all processes by maintaining and managing oversight of the team

Performance Outputs

• Drive reduction in E&O's by following of processes and ensuring controls are in place to mitigate the risk of E&O's Addressing fee increases with admin only clients to secure at least a CPI increase annually
• Looking critically at staffing needs whether replacement is necessary or not, looking at hiring needs and vs costs of appointments
• Ensuring billing opportunities are addressed where work out of SLA is required
• Review action items on NPS feedback from clients, aim for score of 8 or higher by servicing clients correctly
• Addressing non-responses to queries with staff, following up and ensuring client queries are dealt with to maintain service levels
• Ensuring manual processing is limited
• Ensuring monthly health checks on performed, clean up of data, members with negative balances, monitoring members with money in the bank account to mitigate risks of E&O's

Operational Excellence in respect of managing and oversight of:
- Bills Process
- Collections of deposits of other income
- Claims Process
- Communications and reporting to clients
- Production of YE checklists
- Production of Benefit statements
- Responding to and clearing HSI's

• Ensuring the team carries out their roles accordingly in line with expectations
• Putting career paths in place for team. Training, development, sharing of knowledge to upskill team
• Hiring in terms of transformation policies
• Deal with any disciplinary issues

Desired Skills:

• pension Fund
• Employee Benefits
• Retirement Fund
• Staff Managment
• Team management
• Insurance

Desired Qualification Level:

• Certificate