Hlophe - Pension Fund Administrator - Johannesburg, GP, South Africa

Nomsa Nerissa Hlophe

Johannesburg, GP, South Africa

Services

Pension Fund Administrator

Work History

Pension Fund Administrator

NMG Benefits

From April 2013

Areas of responsibilities

• Manage a senior client fund, providing an integrated and effective service for client's funds by ensuring that those funds are administered effectively.
• Updating and reconciliation of contribution payment. Preparation of the monthly billing, allocating the monthly contributions for the employee, employer & risk.
• Allocating transfer in contributions to the respective member's record.
• Preparation of Administration Reports.
• Preparation of Benefit Statements.
• Issuing the members with the breakdown of their benefit payment, as well as their respective IRP5.
• Preparation of administration year end data.
• Set up switches between investment portfolios.
• Attend to queries, written & telephonic, liaising with financial advisors and members with a professional approach.
• Sensitive management of confidential and personal information.

In House Training:
• Customer Care
• Introduction to Withdrawal Claims
• FICA compliance testing
• Business writing skills
• Creative problem solving
• Developing and Managing yourself


System experience Everest
Microsoft Excel 2007
Microsoft Office Word 2007

Contact: Ntokozo Sibisi
: (011) 509-3086


2. Company: Alexander Forbes

Temp Basis

Excel and Microsoft Outlook

August 2008 - February 2009

Duties: Allocating Members Monies
Excel and Microsoft Outlook
Handling of consumer complaints
Follow up on complaints
Provide feed back on complaints
Outbound and Inbound calls
Administration, capturing of calls
Data Capturing

Contact: Jane Ledwaba 082 576 3458


5. Company: The Lawyers Voice

Position held: Accounts Admin Clerk

Accounts Admin, Office Admin

June 2008 - July 2008

Computer & communication Practices

Duties: Data processing, accounts admin
Follow through on claim payments,
Office admin, liaising with clients
developed manual filing
System, establish telephone
Follow through, receive & address
Telephone queries, administer
Daily operations/functions

Reason for leaving: Temp Basis

Retirement Fund Administrator

November 2007 - February 2013

Areas of responsibilities

• Manage a senior portfolio of client funds, providing an integrated and effective service for client's funds by ensuring that those funds are administered effectively.
• Updating and reconciliation of contribution payment (including PF74 reporting). Preparation of the monthly billing, allocating the monthly contributions for the employee, employer & risk.
• Allocating transfer in contributions to the respective member's record.
• Preparation of Administration Reports.
• Preparation of Investment & Benefit Statements.
• Issuing the members with the breakdown of their benefit payment, as well as their respective IRP5.
• Preparation of administration year end data.
• Set up switches between investment portfolios.
• Attend to queries, written & telephonic, liaising with financial advisors and members with a professional approach.
• Sensitive management of confidential and personal information.

In House Training:
• Introduction to Khanya (Compass system)
• Introduction to Withdrawal Claims
• Withdrawal and Retirement Claims
• Bills training
• FICA compliance testing
• Business writing skills
• Creative problem solving
• Developing and Managing yourself
• Time, Priority and stress management


System experience Compass System (Khanya)
Microsoft Excel 2007
Microsoft Office Word 2007

Contact: Madeleine Brummer
: (011) 2690144
0781018008


3. Company: NBC Holdings

Fund Administrator (Permanent Position)

February 2000 - October 2007

Areas of responsibilities: Worked on Deck System
Preparing of Administration Reports
Attending Trustee Meetings
Updating and reconciliation of contributions
Issuing benefit statements
Allocating transfer in
Handling of calls and queries,
problem solving and call handling included.
Dealing with all types of Withdrawals
• Retrenchments
• Death Claims
• Retirements
• Disabilities
• Resignations


Contact: Nerasha Sukdeo (Manager)
011 244-9128


3. Company: Medscheme

Credit Controller

April 1999 - January 2000

(Permanent
Position)

Areas of responsibilities: Worked on the Oracle system
Taking orders, handling queries.
Working on 48 companies Allocating members monies
Doing Journals and Refunds
Handling of calls and queries,
problem solving and call handling included.


Contact: Lungile Luphondo (Supervisor)
084 800 0661


4. Company: NedEnterprize (Division of Nedbank)

Position held: Administrator/Credit Controller

Qualifications & Certifications

Subjects

University of the North

Siyajabula High School

High School Qualifications

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