Key Purpose
The Dual Scheme Administrator is responsible for the day-to-day administration of Umbrella Fund Operations and Group Risk Billing within the Retirement Funds business unit. This includes managing Retirement Fund disciplines—such as contributions, claims, transfers, and regulatory processes—and administering Group Risk policies, reassurance premiums, Vitality billing, broker changes, and related queries. The role ensures accurate integration of fund data and financial transactions, compliance with regulatory frameworks, and continuous improvement of processes. The incumbent supports strategic initiatives to streamline fund consolidation, enhance operational efficiency, and deliver committed services to clients, while actively contributing to change management and team motivation.
Areas of responsibility may include but not limited to
Areas of responsibility may include but are not limited to:
Reconciliation and investments as per Conduct Standard of Contributions as per Employer payroll
Section 13A non-compliance prepping and communication to Employers and Members
Communication of certificates as per the Regulatory and SLA requirement, member, paid up, investments and benefit statements
Capturing Contribution data in register
Query management
Audit queries
Personal Attributes
Strong customerÃÂâÃÂÃÂÃÂÃÂcentric mindset
High attention to detail and quality
Excellent verbal and written communication skills
Strong coordination and followÃÂâÃÂÃÂÃÂÃÂthrough ability
Proactive, organised, and deadline driven
Ability to build and maintain professional relationships
Comfortable working across multiple teams and systems
Eager to learn, develop, and grow within Account Management
Able to work independently and within a team environment
Education and Experience
Matric (required)
Relevant tertiary qualification (advantageous)
3 to 5 years working experience within a Group Life Administration environment and Retirement Fund
System {MIP} Sonata and Compass.
3 to 5 years working experience within a Group Life Administration environment and Retirement Fund.
Exposure to Employee Benefits (Group Risk and/or Umbrella Funds) (advantageous)
Working knowledge of Microsoft Office (Excel, PowerPoint, Outlook)
Experience working with internal systems, workflows, or service platforms (advantageous)