SURF Client Servicing Administrator

Sygnia Asset Management · Cape Town, Western Cape

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ROLE DESCRIPTION

Sygnia is seeking a detail-orientated SURF Client Servicing administrator to provide administration and servicing support for SURF brokers and their funds across the Cape Town and Durban coastal regions. The successful candidate will prepare SURF new business quotations nationally, support brokers and consultants, and ensure accurate, efficient and timely employee benefits administration.

Administer and provide ongoing servicing support for the SURF brokers and their funds across the Cape Town and Durban coastal regions.
Prepare, co-ordinate and issue all SURF quotations nationally, ensuring accuracy, consistency and timely turnaround.
Act as a centralised support point for brokers and consultants in relation to SURF administration and quotation requirements.
Liaise with internal teams, brokers, consultants and service providers to resolve queries and ensure efficient processing of transactions.
Maintain accurate administration records, supporting documentation and quotation files in line with internal processes and compliance requirements.
Monitor outstanding items, follow up on requirements and ensure deliverables are completed within agreed deadlines.
Support service delivery improvements by identifying process gaps, recommending efficiencies and helping to standardise administration practices.
Take ownership of allocated administrative tasks and provide reliable support to accommodate growth within the SURF portfolio.

Diploma/Degree Advantageous
Minimum of 3 years' experience in Employee Benefits
Previous experience with umbrella fund administration and/or standalone retirement fund administration
Working knowledge and experience of Everest administration system advantageous

Strong attention to detail
High level of numeracy and accuracy
Good analytical and problem-solving skills
Excellent interpersonal and relationship-building skills
Strong written and verbal communication skills
Service-driven mindset with a strong focus on broker, consultant and stakeholder support
Proactive individual who is willing to take responsibility and accountability for allocated tasks
Excellent organisational and planning skills
Ability to manage multiple priorities and meet strict deadlines
Ability to work independently and take ownership of key deliverables
Ability to work under pressure while maintaining accuracy and responsiveness
Solid knowledge of the retirement fund industry, employee benefits products and relevant legislation
Process-orientated approach with the ability to identify efficiencies and support continuous improvement