Job Description

Description

The successful incumbent will be responsible for processing of the Section 14 transfers In and Out. The successful candidate will perform the end-to-end processes which includes providing a quote, drafting of Form H and J to enable submission to trustees for approval. In addition, apply for tax directives, communicate to Funds, intermediaries etc. The position offers many opportunities for personal growth.

This position requires an individual with strong Section 14 transfer knowledge and Pension Fund administration and legislation.

SPECIFIC KEY RESULT AREAS:

  • Applies Section 14 processes aligned to legislation.
  • Drafting of Form H & J forms and submit to Trustees for approval.
  • Submit forms to Transferor Funds.
  • Apply for NIL tax directives and Recognition of transferor (ROT) to SARS.
  • Payment to another Retirement Annuity Fund.
  • Written and verbal communication to intermediaries and clients. 
    • ...

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