INTERN: RETIREMENT BENEFITS RUSTENBURG at Competent Candidates

About the position

An established company within the financial sector is seeking to hire an Intern RETIREMENT BENEFITS to join their team. This is an excellent opportunity for an individual who has just graduated to grow their career within a reputable organisation. Your:

Education:

• Bachelor’s degree in B.Com, B Business Science or related field

Experience Required:

• No prior work experience required
• Demonstrated interest in financial services or retirement planning

will enable you to:

Client Service and Member Support:

• Conduct pre-retirement and post-retirement benefit counselling sessions with fund members;
• Assist clients with benefit claims processing and form completion;
• Provide financial counselling and guidance on retirement options, including annuities, lump sum withdrawals, and preservation funds;
• Explain tax implications and investment options to members in language they understand;
• Conduct member education sessions on financial products and retirement planning.

Administrative and Compliance Functions:

• Perform CPB (Centralised Production Bureau) screening activities, including document verification and data review;
• Assist with provident fund claim processing and follow-up activities;
• Maintain accurate records and compile reports (including Incap Reports);
• Conduct background checks, ID verification, and regulatory compliance checks
• Follow FSCA (Financial Sector Conduct Authority) regulations and TCF (Treating Customers Fairly) principles

Communication and Outreach:

• Make follow-up calls to members regarding outstanding provident fund claims;
• Present information during pre-retirement sessions to groups of clients;
• Provide multilingual support to members in the mining industry;
• Assist with member communication and education initiatives

Learning and Development:

• Participate in FSCA training programs and obtain relevant certifications;
• Develop knowledge of financial products, retirement funds, and regulatory frameworks;
• Gain experience in financial coaching and benefit counselling;
• Support various departmental projects and initiatives as assigned.

Desired Skills:

• INTERN
• RETIREMENT
• BENEFITS